commercial lines specialist

Insurance Market Place

<p>Commercial Lines Account Manager</p><p>We are seeking a motivated and detail-oriented <b>Commercial Lines Account Manager</b> to support and grow our expanding commercial insurance division. This role manages day-to-day servicing of commercial accounts while assisting with new business growth.</p><p>Responsibilities:</p><ul><li>Manage commercial lines accounts (GL, BOP, Property, Auto, WC, etc.)</li><li>Issue Certificates of Insurance (COIs)</li><li>Process endorsements, renewals, audits, and policy changes</li><li>Handle billing inquiries and carrier communication</li><li>Market and negotiate renewal accounts as needed</li><li>Support quoting and placement of new business</li><li>Provide exceptional customer service in English and Spanish</li></ul><p>Qualifications:</p><ul><li>Commercial lines experience preferred</li><li>2-20 license preferred; 4-40 license accepted</li><li>Strong knowledge of commercial coverages</li><li>Experience with agency management systems and carrier portals</li><li>Organized, proactive, and growth-oriented</li></ul><p>Join a growing agency where you&rsquo;ll play a key role in expanding our commercial lines division.</p><p>Job Type: Permanent</p><p>Pay: $35,000.00 - $55,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Commercial Lines Account Manager

Zander Insurance

<p>Elevate Your Career with Zander: Commercial Lines Account Manager</p><p>At Zander Insurance, we recognize and reward top talent with industry-leading compensation packages and expansive growth opportunities. Join our team as a Commercial Lines Account Manager and be part of an organization that values your skills and dedication while doing meaningful work protecting families. As a 100-year-old company experiencing remarkable growth year over year, we offer stability and opportunities in a thriving industry.</p><p><b>Why Zander?</b></p><p>Unmatched Compensation:</p><ul><li><b>Industry-Leading Salary + Performance Incentives</b></li><li><b>Guaranteed Comp Increases</b></li><li><b>401(k) Match</b>: Benefit from a 5% dollar-for-dollar company match.</li><li><b>Financial Growth</b>: As part of our Employee Stock Ownership Plan (ESOP), all employees join in our success via the distribution of company ownership shares. Currently, 30% of team members have share values exceeding $500,000!</li></ul><p>Outstanding Benefits:</p><ul><li><b>Medical, Dental, Life, &amp; Disability Insurance</b>: 100% employer-paid.</li><li><b>Generous HSA Contributions</b>: Enjoy substantial company contributions.</li><li><b>Paid Time Off</b>: 3 weeks of PTO plus holidays.</li><li><b>Flexible Work Schedule</b>: Telecommute on a hybrid schedule.</li><li><b>Career Advancement</b>: We promote from within and offer leadership opportunities as we continue to grow.</li></ul><p><b>Your Role</b></p><p>As a Commercial Lines Account Manager, you will assist existing clients in securing and maintaining the necessary protections for their business. Your role involves providing exceptional client support, guiding them through their commercial insurance needs, and advocating on their behalf. Your responsibilities include:</p><ul><li>Efficiently manage renewals by gathering information, preparing submissions, marketing with carriers, and presenting to clients.</li><li>Provide comprehensive client support by issuing certificates, handling endorsements, and addressing billing inquiries.</li><li>Effectively manage and resolve issues related to cancellations, claims, audits, and challenging renewal scenarios.</li><li>Collaborate with the team to review documents for accuracy, assess client policies, and analyze risk to recommend cost-effective solutions.</li><li>Build and maintain positive relationships with clients, carriers, vendors, and team members through strong communication and organizational skills.</li></ul><p><b>Who You Are</b></p><ul><li>A seasoned Commercial Lines professional with strong renewal and servicing experience</li><li>Comfortable managing complex accounts and client relationships independently</li><li>Detail-oriented and organized, able to manage multiple priorities in a fast-paced environment</li><li>A clear communicator who can explain complex coverage concepts to clients</li><li>Confident working within agency management systems and carrier platforms</li><li>A collaborative team member who takes ownership of client outcomes</li></ul><p><b>Minimum Qualifications</b></p><ul><li>Active Property and Casualty insurance license</li><li>Three or more years of direct Commercial Lines experience</li><li>Strong knowledge of commercial Property and Casualty coverages, markets, and carriers</li><li>Demonstrated experience managing commercial renewals and servicing client accounts</li><li>Ability to communicate complex insurance concepts clearly and effectively</li><li>Experience working within agency management systems (Applied Epic preferred)</li><li>Proficiency with Microsoft Office products</li><li>High School diploma or equivalent</li><li>Typing speed of at least 45 words per minute</li></ul><p><b>WE ARE AN EQUAL OPPORTUNITY EMPLOYER.</b> Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.</p><p>Job Type: Full-time</p><p>Pay: From $60,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul><p>Work Location: Hybrid remote in Nashville, TN 37209</p>

USI Insurance Services

<div><div><div><div><p><b>General Description: </b>Manage 30 to 50 middle-market Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives.<br>
</p><p></p><br>
<p><b>Responsibilities:</b></p><ul><li>
Provide proactive, personalized support to assigned Commercial Lines clients.
</li><li>Provide insurance technical expertise to clients and other members of the Account Management team.
</li><li>Responsible for marketing and placement of client Commercial Lines insurance renewals.
<ul><li>With assistance from Account Representatives, prepare client applications for review.</li><li>
Determine most-appropriate carriers for market pricing.</li><li>
Analyze and compare carrier quotes and coverage offerings.
</li><li>Make insurance program recommendations to clients.</li></ul></li><li>
Manage client renewal expirations and avoid any lapse in coverage.</li><li>
Negotiate with carriers on behalf of clients.</li><li>
Process policies, endorsements and audits as needed.</li><li>
Champion client cross-selling initiatives and develop customer accounts.</li><li>
Represent client interests in internal USI account strategy meetings.</li><li>
Delegate administrative client tasks to assigned Account Representatives.
</li><li>Respond to underwriters&rsquo; questions in a timely and professional manner.</li><li>
Maintain a high degree of accuracy in agency management systems.</li>
Occasional in-person attendance at face-to-face client meetings.<br>
<li>
</li></ul><p></p><br>
<p><b>Knowledge, Skills and Abilities:</b></p><ul><li>
2-5 years experience in a Commercial Lines agency. College degree preferred.</li><li>
Strong understanding of Property &amp; Casualty insurance.
</li><li>Must hold or be willing to earn Property &amp; Casualty insurance license.</li><li>
Industry designation such as ARM, CIC, CPCU preferred</li><li>
Comfortable with internet-based programs and Microsoft Office products.</li><li>
Knowledge of Sagitta / ImageRight preferred, but not required.</li><li>
Able to work in a fast-paced, team environment with minimal instruction.</li><li>
Keep informed about industry information, technology and trends.</li></ul><div></div><div><div><br>
#LI-DS2</div><div>
#LI-HYBRID</div></div>
</div></div><div><div><p><b>Why USI?</b><br>
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.</p><p><b>
Unrivaled Resources and Support</b><br>
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the <b>USI ONE Advantage&reg;</b>, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE&reg; represents Omni, Network, Enterprise&mdash;the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.</p><p><b>
Industry-Leading Programs, Rewards, and Recognition</b><br>
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers <b>employee programs</b> that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.</p><p><b>
Deep Community Engagement</b><br>
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects &ndash; to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint &ndash; we&rsquo;re working <b>together as ONE</b> to build a better future.</p><p><b>
Committed to a Diverse and Inclusive Workplace</b><br>
Our award-winning <b>I&rsquo;m With U</b> diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.</p><p><b><br>
Nationally Recognized as a Top Insurance Employer</b></p><ul><li>
Recognized as one of Insurance Business America&rsquo;s Top Insurance Employers eight consecutive years (2018-2025).</li><li>
Named to Business Insurance&rsquo;s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).</li><li>
Named to Fortune&rsquo;s Best Workplaces in Financial Services &amp; Insurance list for the last two years (2024-2025).</li><li>
Certified as a Great Place To Work two years in a row (2024-2025).</li></ul><p>
Visit our <b>Awards and Accolades page</b> for a complete list of our latest industry awards and recognitions!</p>
</div></div><div><div><div><p><i>USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time</i><i>.</i></p></div></div></div></div></div>

Account Manager - Commercial Lines

Michigan Farm Bureau

<div>OBJECTIVE:
<div><b>
Associate P/C Premium Control Specialist Objective</b></div><div>
To work as a member of the Property/Casualty (P/C) Customer Service Team to provide extraordinary customer experience to policyholders and over 400 agents and their field office staff in a prompt, professional manner. To manage and ensure the accuracy of premium-related financial processes within the Property and Casualty (P/C) insurance sector by overseeing the billing, allocation, reconciliation, and control of insurance premiums across personal and commercial lines of business. To follow departmental standards of metrics tracked to ensure quality service. This role supports both internal and external customers by providing accurate policy and billing account information, resolving premium-related inquiries, and maintaining professional communication with policyholders, agents, and agent staff.</div>
RESPONSIBILITIES:
<div><b>
Associate P/C Premium Control Specialist Responsibilities</b></div><div>
Maintain advanced knowledge of departmental processing methods, industry standards and regulations, procedures, and Farm Bureau product lines and software, such as Legacy, Guidewire, Salesforce, Microsoft Word and Excel, and others, to accurately and efficiently answer customer inquiries and resolve problems.</div><div></div><div><br>
Expertly ensure timely and accurate processing of advanced premium control tasks by reviewing, prioritizing, and executing complex, multi-step financial activities. Expertly resolve premium discrepancies as needed to maintain accuracy, compliance, and adherence to service-level standards.</div><div></div><div><br>
Take ownership of complex customer complaints and inquiries escalated by the Associate and standard P/C Premium Control Specialists and ensure the details of these complaints and inquiries are handled proactively, accurately, and efficiently by providing answers or solutions clearly and concisely through de-escalation and resolution. Make reasonable decisions quickly and appropriately.</div>
QUALIFICATIONS:
<div><b>
Associate P/C Premium Control Specialist Qualifications</b></div><div><b>
Required</b></div><div>
High school diploma or equivalent required.</div><div></div><div><br>
Associate degree required with a focus on marketing, business administration, management, insurance or finance, or equivalent experience required.</div><div></div><div><br>
Keyboarding skills with 60 wpm and accuracy required.</div><div></div><div><br>
Three to four years of experience in insurance processing and customer service activities required.</div><div></div><div><br>
Advanced ability to learn new technologies required.</div><div></div><div><br>
Three to four years of experience in the use of computers, phones, and software required.</div><div></div><div><br>
Two to four years of accounting or bookkeeping experience required.</div><div></div><div><br>
Three to four years of experience with proven skills in Microsoft suite required.</div><div></div><div><b><br>
Preferred</b></div><div>
Bilingual skills preferred.</div><div></div><div><br>
Designations in AINS, ACS, or AIS preferred.</div><div></div><div><b><br>
Note: </b>This position offers flexibility, allowing for remote or in-person work options upon successful completion of an approximately two-month In-Person training period at our Home Office in Lansing, MI.</div><div></div><div><br>
Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.</div><div></div><div><br>
PM19</div></div>

Associate P/C Premium Control Specialist

Kern Health Systems

We appreciate your interest in our organization and assure you that we are sincerely interested in your qualifications. A clear understanding of your background and work history will help us potentially place you in a position that meets your objectives and those of the organization. Qualified applicants are considered for positions without regard to race, color, religion, sex (including pregnancy, childbirth and breastfeeding, or any related medical conditions), national origin, ancestry, age, marital or veteran status, sexual orientation, gender identity, genetic information, gender expression, military status, or the presence of a non-job related medical condition or disability (mental or physical).
<br><br>
KHS reasonably expects to pay starting compensation for the position of Claims Operations Senior Specialist, in the range of $35.89 - 45.76 hourly.
<br><br>
**Hybrid Position**
<br><br>
About us
<br><br>
Kern Health Systems is dedicated to improving the health status of our members through an integrated managed health care delivery system.
<br><br>
About the role
<br><br>
This highly specialized position is responsible for analyzing statistics of all areas of Claims daily; and assisting in priority area as needed. This position is responsible for knowing and performing all functions within the department: Claims Processing, Auditing, Disputes/Rework, Calls, Training, Inventory Control, Systems Testing, Overpayments, and Encounter Processing – and offering suggestions for improvements to Management. This position is also responsible for keeping abreast of Medi-Cal, Commercial and Medicare rules for Dual membership or other LOB (Dental, Vision, LTC, Transplants, Mental Health, Pharmacy, etc.) and training when necessary.
<br>This position is responsible for identifying area most in need of attention and applying their knowledge and skill to help that specific area to be within operating standards/goals. This position will be required to perform all functions within Claims Operations. This position will use experience to identify areas to improve in workflow, system enhancements, and Auto Adjudication. This position will also be the primary SME for all other Lines of Business from Medicare to Commercial or other new benefits for Medi-Cal.
<br><br>
Essential Duties and Responsibilities
<br><br>
<ul>
<li>Analyze and identify (on a daily basis) area in Claims Department needing most assistance to hit optimal benchmarks.</li>
<li>Perform Claims Processing at all levels, Auditing, Dispute Processing, Calls, Overpayments, Encounter Processing, Training, Inventory Control and System Testing at optimum levels as needed with flexibility day to day.</li>
<li>Analyze via reports and experience in daily handling of all related department duties and recommend changes to work processes as needed.</li>
<li>Analyze via reports and experience in daily handling of all related department duties and recommend system enhancements/Auto Adjudication as needed.</li>
<li>Write and run reports in Business Objects as needed.</li>
<li>Acts as a resource and provides support to Customer Service and Provider Relations regarding Claims Payments.</li>
<li>Track and trend Provider disputes, denials and calls to effect improvement in compliance with billing rules and/or opportunities for Provider Training.</li>
<li>Key contact and oversight of Supplemental Payment programs via the Claims Department (Prop 56, GEMT, etc.).</li>
<li>Liaison with High Dollar Claim Review Vendor – monitor, verify, and validate data as well as communicate needs to vendor.</li>
<li>Performs other job-related duties as required.</li>
<li>Adheres to all company policies and procedures relative to employment and job responsibilities.</li>
<li>Telecommuting jobs will require some on site meetings/ trainings as identified by management.</li>
</ul>
<b>Employment Standards:</b><br>
Bachelor’s degree in business from an accredited university or equivalent required AND ten (10) years of direct experience in combination of a minimum of eight (8) functions: Claims Processing, Auditing, Provider Dispute Processing/Rework, Claim Call Representative, Training, Inventory Control, System Testing, Overpayment Recovery, and/or Encounter Processing. Experience in Medicare, Medi-Cal and Commercial lines of business required.
<br><ul>
<li>OR-</li>
</ul>
Fourteen (14) years of direct experience in combination of a minimum of eight (8) functions: Claims Processing, Auditing, Provider Dispute Processing/Rework, Claim Call Representative, Training, Inventory Control, System Testing, Overpayment Recovery, and/or Encounter Processing. Experience in Medicare, Medi-Cal and Commercial lines of business required
<br><br>
We are an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis.

Claims Operations Senior Specialist

Midwest Heritage

<div><div><div><div><div><div><div><div><p><b>Additional Considerations (if any):</b></p></div></div></div></div></div></div></div><ul><li></li></ul><p>
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.</p><p></p><div><div><p><b><br>
Midwest Heritage Bank</b></p></div><p></p><div><p><b>
Job Title</b>: Commercial Lines Account Executive</p></div><div><p><b>
Department:</b> Insurance</p></div><div><p><b>
FLSA: </b>Exempt</p></div><p></p><div><p><b>
General </b><b>Function</b></p></div><div><p>
The Commercial Lines Account Executive develops new commercial lines insurance business in Midwest Heritage markets. This position consists of both inside and outside sales and marketing. This position involves new business production and customer retention requirements. This position customarily and regularly involves performing duties away from Midwest Heritage. The Commercial Lines Account Executive must project a positive and helpful image that enhances the overall brand image of Midwest Heritage Insurance Services. This position may also write new personal lines (home &amp; auto) insurance products. This is a work from home position.</p></div><p></p><div><p><b>
Core Competencies</b></p></div><div><ul><li><p>
Business Development</p></li><li><p>
In-House Relationship Management</p></li><li><p>
Customer Service</p></li><li><p>
Industry and Product Expertise</p></li><li><p>
Organization</p></li></ul></div><p></p><div><p><b>
Reporting Relations</b></p></div><div><p><b>
Accountable and Reports to: </b>VP Sales, Commercial Lines</p></div><div><p><b>
Positions that Report to you: </b>None</p></div></div><p></p><div><div><p><b>
Primary Duties and Responsibilities:</b></p></div><div><ul><li><p>
Create and sustain long lasting relationships with prospective customers to grow a book of commercial lines and personal lines property &amp; casualty business.</p></li><li><p>
Assist in cross-selling/up-selling insurance products to existing customers.</p></li><li><p>
Promote Midwest Heritage financial products and services to existing and current customers.</p></li><li><p>
Assess customer needs, prepare and present accurate proposals, and provide coverage guidance to customers.</p></li><li><p>
Collect all required client data and information for development of a professional sales proposal.</p></li><li><p>
Responsible for achieving new business sales goals, client retention, profitable loss-ratio, diverse product-mix, and cross-sell targets.</p></li><li><p>
Participates in training on Midwest Insurance Services sales processes, systems, and practices.</p></li><li><p>
Continues to further knowledge of commercial products and service offerings.</p></li><li><p>
Stays current on industry trends, and recommends new carrier markets for Agency Management to pursue.</p></li><li><p>
Actively involved with industry and community organizations.</p></li><li><p>
Provides customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to commercial lines Account Manager(s) and others within the agency for timely handling.</p></li><li><p>
Effectively manages workload to achieve excellent client service results.</p></li><li><p>
Timely and efficient follow-up with carriers, clients, and prospects.</p></li><li><p>
Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims, and service departments.</p></li><li><p>
Demonstrates a positive attitude and builds customer focused relationships with staff.</p></li><li><p>
Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed.</p></li><li><p>
Reports to work when scheduled and on time.</p></li><li><p>
Learn and proficiently use various carrier websites and quoting/renewal procedures.</p></li><li><p>
Develops and maintains positive relationships with insurance carriers and vendors.</p></li></ul></div></div><div><div><ul><li><p>
Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts.</p></li><li><p>
Attends scheduled agency and carrier meetings.</p></li><li><p>
Maintains current agent license, certifications, and CE requirements for each renewal period.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities Required:</b></p></div><div><ul><li><p>
Must have valid driver&rsquo;s license.</p></li><li><p>
Must have a friendly positive attitude and strong communication skills.</p></li><li><p>
Must show leadership and excellent customer service.</p></li><li><p>
Strong attention to detail and ability to meet deadlines.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Outlook, and good typing skills.</p></li><li><p>
Excellent organizational and follow-up skills.</p></li><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must have the ability to organize and perform sales presentations to individuals and small groups.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities, and Worker Characteristics:</b></p></div><div><ul><li><p>
Enhanced knowledge of commercial property &amp; casualty coverages and ability to apply that knowledge in the performance of job duties.</p></li><li><p>
Must have a friendly positive attitude, strong written and verbal communication skills and the ability to approach people.</p></li><li><p>
Self-motivation, strong work ethic and the ability to build personal relationships with clients will be essential in this position.</p></li><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
Excellent organizational skills, work with detail, high level of accuracy, and follow-up skills.</p></li></ul></div></div><div><div><ul><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must always present themselves in a professional manner.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.</p></li><li><p>
Must have the ability to analyze and understand coverages, forms, underwriting practices and policies.</p></li></ul></div><p></p><div><p><b>
Education and Experience:</b></p></div><div><ul><li><p>
High school diploma or equivalent.</p></li><li><p>
Associate or Bachelor&rsquo;s Degree in Business, Finance, or Marketing is preferred.</p></li><li><p>
Prefer a minimum of one year of sales experience, including; cold calling, selling and negotiating with proven experience growing commission revenue; developing and implementing sales and marketing plans; knowledge of commercial lines property &amp; casualty insurance products and marketplace preferred but not required; working understanding of carrier products and underwriting disciplines preferred but not required.</p></li><li><p>
Must have required insurance licenses or willing to obtain within 60 days.</p></li><li><p>
Willingness to acquire further certifications or state license if required.</p></li></ul></div><p></p><div><p><b>
Physical Requirements:</b></p></div><div><ul><li><p>
This position is classified sedentary/light and requires the ability to sit for long periods of time.</p></li><li><p>
Visual requirements include: ability to see detail at near range with or without correction.</p></li><li><p>
Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.</p></li></ul></div><p></p><div><p><b>
Working Conditions:</b></p></div><div><ul><li><p>
The duties of this position are normally performed outside of Midwest Heritage with some office work. This is a fast paced work environment.</p></li><li><p>
There is frequent pressure to meet deadlines and handle multiple projects in a day.</p></li></ul></div></div><div><div><ul><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
25-50% Travel</p></li></ul></div><p></p><div><p><b>
Equipment Used to Perform Job:</b></p></div><div><p>
Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, printer and agency management software and tools.</p></div><p></p><div><p><b>
Contacts:</b></p></div><div><p>
This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage</p></div><p></p><div><p><b>
Confidentiality:</b></p></div><div><p>
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.</p></div><div><p>
In the performance of their respective tasks and duties all employees are expected to:</p></div><div><ul><li><p>
Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.</p></li><li><p>
Perform quality work within deadlines.</p></li><li><p>
Interact professionally with other employees, customers and suppliers.</p></li><li><p>
Work effectively as a team contributor on all assignments.</p></li><li><p>
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.</p></li></ul></div></div></div>

Commercial Lines Account Executive

CSAA Insurance Group, a AAA Insurer

<div><p>External candidates: In order for your application to be correctly processed please sign-in before you apply</p><p></p><p>
Internal candidates: Please go to Workday and click &quot;Find Jobs&quot; link under Career</p><p></p><p>
Thank you for considering opportunities with us!</p><p><b>
Job Title</b></p>
Commercial Casualty Claims Specialist - Remote<p></p><p><b>
Requisition Number</b></p>
R7722 Commercial Casualty Claims Specialist - Remote (Open)<p></p><p><b>
Location</b></p>
Colorado - Home Teleworkers<p></p><p><b>
Additional Locations</b></p>
Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers {+ 21 more}<p></p><p><b>
Job Information</b></p><p>
We're Mobilitas, a commercial insurance company created by CSAA Insurance Group. Our mission is to reinvent commercial insurance in the mobility space to offer our partners innovative solutions for today&rsquo;s way of doing business. At Mobilitas, we believe in what's possible and we use our inventive skills to meet the demands of modern mobility with exceptional service. We&rsquo;re looking for motivated, innovative individuals who think big, move fast and are dedicated to creating a company from the ground up, without the constraints of a traditional insurance company. We&rsquo;re excited to push the boundaries of commercial insurance and are looking for enthusiastic team members to help us reimagine insurance.</p><p></p><p>
We are actively hiring for a <b>Commercial Casualty Claims Specialist&ndash; Remote</b></p><p></p><p><b>
**Please note that without exception, this role requires a Saturday through Wednesday work schedule (with Thursday and Friday off).**
</b></p><p></p><p><b>Your Role:</b> As a Commercial Casualty Claims Specialist, you will be responsible to resolve all aspects of 1st and 3rd party injury claims of low to moderate complexity for personal lines as well as our commercial claims. Your duties will require you to become licensed in several states as you will be handling claims in a multitude of regions across the nation.</p><p></p><h2 class="jobSectionHeader"><b>
Your Work:</b></h2><ul><li>
Manage all claims efficiently and effectively to an appropriate resolution with minimal supervision.</li><li>
Handle all aspects of liability injury claims of low to moderate complexity to include all coverage, liability and damage concerns.</li><li>
Handle 1st party exposures to include Medical Payment coverage, PIP, Uninsured Motorists, Under-insured Motorists claims as well as ADB (Auto-Death Benefit) claims.</li><li>
Assist in taking first notice of loss calls (FNOL) and participate in the department phone queue as needed.</li><li>
Make coverage determinations and conduct investigative work of a complex nature, advising customers as to accurate course of action related to coverage issues.</li><li>
Make appropriate liability determinations based upon the evidence gathered.</li><li>
Evaluate any potential for subrogation and initiate an initial notice of subrogation request.</li><li>
Develop negotiation strategies to resolve claims effectively and efficiently with insureds, claimants, or representatives of the injured parties.</li><li>
Communicate pertinent case facts to a supervisor, manager or committee when appropriate.</li><li>
Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.).</li><li>
Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).</li><li>
Travels as needed for role, including divisional / team meetings and other in-person meetings.</li><li>
Fulfills business needs, which may include investing extra time, helping other teams, etc.</li></ul><p></p><h2 class="jobSectionHeader"><b>
Required Experience, Education and Skills:</b></h2><ul><li>
2+ years of Casualty claims experience OR a minimum of 2 years of claims experience including 1+ year of Commercial claims experience.</li><li>
High School / GED or a minimum of 3 years experience in a Casualty claims role within P&amp;C insurance industry.</li><li>
Required to acquire and/or maintain multiple Adjuster&rsquo;s Licenses (state-specific) within the first 90 days of employment and/or job transfer.</li></ul><p></p><h2 class="jobSectionHeader"><b>
What would make us excited about you:</b></h2><ul><li>
3+ years of Casualty claims handling experience.</li><li>
Prior experience with Commercial policies.</li><li>
BA/BS in business, insurance or related area.</li><li>
Flexibility to work any shift during the operating hours of 5:30 a.m. to 7 p.m. in your time zone, which may include evenings and/or weekends.</li><li>
Capability to complete training and perform the job in a remote setting as required.</li><li>
Outstanding interpersonal and strong computer navigation abilities.</li><li>
Ability to handle several tasks simultaneously.</li><li>
Shows respect for differences through excellent communication skills with people from an array of backgrounds.</li></ul><p></p><p>
Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.</p><p></p><p><b>
Why Choose a Career at Mobilitas?</b></p><p></p><p>
At Mobilitas, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive<b>.
</b></p><p></p><p><b>Recognition: </b>We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at careers.mobilitasinsurance.com.</p><p></p><p><b>
Career Growth: </b>We believe in growth for everyone. Here at Mobilitas, leaders and mentors partner with employees to align interests, unlock development opportunities, and support long‑term success.</p><p></p><p><b>
Flexible Workplace: </b>We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including Mobilitas offices. Our flexible workplace empowers you to balance remote work with intentional in‑person moments that deepen connection and collaboration.</p><p></p><p><b>
Inclusion and Belonging: </b>An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.</p><p></p><p><b>
Sustainability: </b>As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact.</p><p></p><p>
Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don&rsquo;t miss important updates from us.</p><p></p><p>
CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations. If you would like to request an accommodation to participate in the job application or interview process, please contact jobs@mobilitasinsurance.com</p><p></p><p>
If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education.</p><p></p><p>
Mobilitas does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).</p><p></p><p>
Mobilitas Insurance Group is an equal opportunity employer.</p><p></p><p>
#LI-CH1</p><p>
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The national average salary range for this position is $62,460.00-$69,400.00. However, we have a location-based compensation structure. Our salary ranges vary and are calculated based on work location. The starting pay range for this position across all the states we hire in is $62,460.00-$83,400.00. This role also includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 7% of eligible pay.<p></p>
This job posting will be unposted on Sat, 16 May 2026.</div>

Commercial Casualty Claims Specialist - Remote

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