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Underwriting Program Manager/MGA CEO
Remote
$200,000+
About the role:
ABOUT THE ROLE Private, independent business with strong backers and a commitment to be the best possible partner for entrepreneurial insurance talent. They offer start-up funding, infrastructure, risk capital and A+ rated paper plus guidance and support for strong carrier or MGA Program Underwriting Professionals interested in starting their own MGA with the capital and operational support from the group. We seek highly specialized insurance carrier Underwriting Program Managers with a profitable niche program and strong background in exposure trends, underwriting, insurance policy forms, regulatory filings, and legal and financial matters. Strong interest in: Allied Health, Professional Liability, builders Risk, Surety, Sports & Entertainment.
underwriting, program administrator, programs, commercial lines, Excess, Surplus, E&S, Allied Health, Professional Liability, builders Risk, Surety, Sports & Entertainment
REQUIRED EDUCATION AND EXPERIENCE Must be able to closely collaborate with back-office functions like actuarial, claims and loss control, as well as successfully navigate operating structure. Proficiency in underwriting. Record of profitability. Excellent reputation in market. Must be entrepreneurial. Proficient in using state-of-the-art technology solutions to capture and analyze diverse data elements.
DUTIES & RESPONSIBILITIES Develop and ensure adherence to detailed underwriting guidelines. Evaluate the quality of risks. Responsible for the financial performance of program book of business. Lead, develop and mentor team of underwriters.
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Commercial Auto/Truck Renewal Underwriter – Gas & Propane
remote
$45,000 to $75,000
About the role:
This Managing General Agency continues to expand its product offerings and distribution by developing new insurance programs offers an opportunity to join their established company in growth mode. The Senior Commercial Auto Underwriter provides responsible for underwriting auto renewal business/products specific to the gas & propane industry.
truck, trucking, underwriting, auto liability, general liability, physical damage, haulers, gas, propane, energy, commercial auto, excess casualty, renewals, commercial casualty, remote
REQUIRED EDUCATION AND EXPERIENCE Minimum 3+ years of Commercial Insurance underwriting experience focused on Auto/Trucking, experience within gas & propane industry ideal. Proven ability to build and maintain strong professional relationships. Working knowledge of lines of business in a specific Retail Casualty line of business including product features, forms, regulatory environments and risks etc. (i.e. Environmental, Excess or Primary Casualty, NA Auto, WC, AL, GL, DBA, Foreign Casualty). Demonstrated sales, marketing, and relationship building experience.
DUTIES & RESPONSIBILITIES Communicate risk appetite and Retail Casualty Value Proposition to agents. Negotiate pricing, terms & conditions, and deal structure with brokers and clients. Develop strong, long term relationships with brokers and clients to profitably grow a book of business. Develop an individual business plan that is in line with product strategies.
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Crop Risk Management Sales Leader
California
$70,000 to $150,000 + bonus + equity
About the role:
ABOUT THE ROLE Our client is an AI decision platform designed specifically for the crop insurance industry. Their technology empowers growers and crop insurance agents by providing predictive crop insurance insights that optimize revenue and mitigate risk. We’re looking for a high-performing, entrepreneurial crop insurance sales professional to lead our client’s sales and distribution efforts and drive the adoption of their platform across the market. This individual will be responsible for expanding our client platform’s reach by working directly with crop insurance agents, AIPs, and growers.
agent, sales agent, agency, producer, sales executive, business development, risk management, crop, grower relations, agency relations, insurance, remote, California
QUALIFICATIONS & EXPERIENCE 3+ years of experience in crop insurance sales, business development, or a related role. Ability to thrive in a dynamic, startup environment. Proven track record of successful business development and sales growth, particularly in engaging with crop insurance agents and specialty crop growers. Strong understanding of data-driven platforms and crop insurance. Ability to understand complex crop insurance solutions and explain predictive insights. Bachelor's degree in agriculture, business, finance, or a related field preferred.
DUTIES & RESPONSIBILITIES Develop and implement a comprehensive sales and distribution strategy to introduce the client’s platform to crop insurance agents and growers. Build strong relationships with growers, offering insights and conducting simulations using the platform to demonstrate its value and capabilities and support partner agencies. Identify, onboard, and maintain relationships with crop insurance agents and AIPs. Serve as a subject matter expert for platform, providing tailored demonstrations and expert advice to both agents and growers.
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Insurance Agency Manager & Sales Agent
River Falls, WI 54022; Frederic, WI 54837; Butternut, WI 54514; Whitehall, WI 54773
$100,000 to $110,000(base + bonus first year)
About the role:
ABOUT THE ROLE Are you passionate about helping others protect what matters most? Our client is a small community-focused insurance agency specializing in farm, homeowners, private passenger auto insurance and small commercial businesses. We’ve partnered with them to help them hire a motivated, customer-oriented Insurance Agency Manager & Sales Agent to provide support and guidance to the client’s team, drive business growth, and oversee day-to-day operations.
sales manager, agency manager, agency operations, agent, sales agent, agency, producer, sales rep, farm, personal lines, auto, homeowners
QUALIFICATIONS & EXPERIENCE Deep understanding of Property & Casualty insurance products. Previous experience managing a team, with the ability to coach and motivate. Excellent verbal and written communication skills. Ability to identify issues, propose solutions, and resolve problems quickly and efficiently. Strong interpersonal skills and a passion for building relationships with clients and colleagues alike.
DUTIES & RESPONSIBILITIES Proactively engage with prospects to sell new insurance policies, focusing on farm, homeowners, and auto coverage. Serve as a trusted advisor to existing customers, managing policy changes, resolving issues, and ensuring a high level of client satisfaction. Clearly explain insurance policies, coverage options, and benefits to both clients and agency staff, ensuring everyone has a strong understanding of products and services. Oversee and manage a team of agents and customer service staff across four locations. Provide guidance, training, and support to ensure the team meets performance and service goals.
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Insurance Sales Agent
River Falls, WI 54022
$70,000 to $100,000(base + bonus first year)
About the role:
ABOUT THE ROLE Are you passionate about helping others protect what matters most? Our client is a small community-focused insurance agency specializing in farm, homeowners, private passenger auto insurance and small commercial businesses. We’ve partnered with them to help them hire a motivated, customer-oriented Insurance Agent to join their close-knit team and make a meaningful impact. If you enjoy building lasting relationships and providing tailored insurance solutions, we’d love to hear from you!
agent, sales agent, agency, producer, sales rep, farm, personal lines, auto, homeowners
QUALIFICATIONS & EXPERIENCE Familiarity with Property & Casualty (P&C) insurance, specifically farm, homeowners, and auto policies. You’re comfortable using Microsoft Office (Outlook, Excel, Word). Excellent verbal and written communication skills, making complex insurance concepts easy to understand. Solution-oriented thinker who enjoys finding ways to resolve issues for clients and the team. Present yourself in with the highest level of professionalism.
DUTIES & RESPONSIBILITIES Engage with prospects to understand their insurance needs and sell appropriate policies that offer comprehensive coverage. Build and maintain strong relationships with existing clients, assisting them with policy changes, problem-solving, and claims. Clearly explain coverage options, policy details, and insurance terms to help clients make informed decisions. Assist clients by completing claim intake forms and facilitating a smooth claims process.
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Insurance Brokerage Accountant
Phoenix, AZ 85054; Chicago, IL 60540; Dubuque, IA 52001
$65,000 to $100,000
About the role:
ABOUT THE ROLE Boutique insurance brokerage operation that has dedicated their entire practice to one of our nation’s most important industries, trucking. They are currently seeking a highly skilled and experienced Accountant to join their team. The Accountant will be responsible for managing all aspects of the brokerage's financial operations, ensuring accuracy, compliance, and efficiency in all accounting functions. This role requires a thorough understanding of insurance industry accounting practices.
accounting, accountant, GAAP, insurance, agency, brokerage, Phoenix, Chicago, accounts payable, accounts receivable, balance sheets
QUALIFICATIONS & EXPERIENCE Bachelor’s degree in Accounting, Finance, or a related field. 3-5 years of accounting experience, preferably within an insurance agency or brokerage environment. Strong understanding of insurance industry-specific accounting practices, particularly in managing trucking accounts. Proficiency with Applied EPIC is mandatory. Experience with premium accounting and trust account management. Strong analytical skills with attention to detail and accuracy.
DUTIES & RESPONSIBILITIES Oversee and manage day-to-day accounting functions. Reconcile accounts, ensuring the accuracy of financial data and compliance. Manage the month-end and year-end closing processes, including journal entries and financial statement preparation. Handle premium accounting processes, including premium trust account management, client invoicing, and reconciliation of premiums and commissions. Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements.
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Marketing Representative/Business Development Manager – Tennessee
Remote - Tennessee
$60,000 to $135,000
About the role:
ABOUT THE ROLE With a singular focus on providing the best workers compensation service and solutions for their agency partners and insureds, this regional carrier continues to post strong results. They work with small-to-medium size independent agency partners, and offer on-line quoting, exceptional service, competitive rates, and technology with a personal touch. Their approach places them in a position to offer several opportunities to join their organization in a Marketing Representative/Business Development Manager role. The Marketing Representative/Business Development Manager represents the client to the independent retail agency plant within their state. This includes interacting with existing contracted agency partners as well the development and appointment of new agency partners.
Marketing Representative, Business Development Manager, work comp, agency relationships, marketing, sales, business development, remote, Tennessee
QUALIFICATIONS & EXPERIENCE Client has in-depth training program so open to more junior level experience to someone with more senior level experience and independent agency relationships. Self-motivation and a strong work ethic. Comfortable with agency entertainment such as sporting events, golf, etc. Background with work comp insurance ideal.
DUTIES & RESPONSIBILITIES Cultivate and maintain relationships with retail independent agents. Regularly visit agency partners within the assigned territory. Identify, develop, and expand new business opportunities with independent agents. Support agents in developing effective marketing strategies and sales techniques.
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Marketing Representative/Business Development Manager – Minnesota
Remote - Minnesota
$60,000 to $135,000
About the role:
ABOUT THE ROLE With a singular focus on providing the best workers compensation service and solutions for their agency partners and insureds, this regional carrier continues to post strong results. They work with small-to-medium size independent agency partners, and offer on-line quoting, exceptional service, competitive rates, and technology with a personal touch. Their approach places them in a position to offer several opportunities to join their organization in a Marketing Representative/Business Development Manager role. The Marketing Representative/Business Development Manager represents the client to the independent retail agency plant within their state. This includes interacting with existing contracted agency partners as well the development and appointment of new agency partners.
Marketing Representative, Business Development Manager, work comp, agency relationships, marketing, sales, business development, remote, Minnesota
QUALIFICATIONS & EXPERIENCE Client has in-depth training program so open to more junior level experience to someone with more senior level experience and independent agency relationships. Self-motivation and a strong work ethic. Comfortable with agency entertainment such as sporting events, golf, etc. Background with work comp insurance ideal.
DUTIES & RESPONSIBILITIES Cultivate and maintain relationships with retail independent agents. Regularly visit agency partners within the assigned territory. Identify, develop, and expand new business opportunities with independent agents. Support agents in developing effective marketing strategies and sales techniques.
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Marketing Representative/Business Development Manager – Indiana
Remote - Indiana
$60,000 to $135,000
About the role:
ABOUT THE ROLE With a singular focus on providing the best workers compensation service and solutions for their agency partners and insureds, this regional carrier continues to post strong results. They work with small-to-medium size independent agency partners, and offer on-line quoting, exceptional service, competitive rates, and technology with a personal touch. Their approach places them in a position to offer several opportunities to join their organization in a Marketing Representative/Business Development Manager role. The Marketing Representative/Business Development Manager represents the client to the independent retail agency plant within their state. This includes interacting with existing contracted agency partners as well the development and appointment of new agency partners.
Marketing Representative, Business Development Manager, work comp, agency relationships, marketing, sales, business development, remote, Indiana
QUALIFICATIONS & EXPERIENCE Client has in-depth training program so open to more junior level experience to someone with more senior level experience and independent agency relationships. Self-motivation and a strong work ethic. Comfortable with agency entertainment such as sporting events, golf, etc. Background with work comp insurance ideal.
DUTIES & RESPONSIBILITIES Cultivate and maintain relationships with retail independent agents. Regularly visit agency partners within the assigned territory. Identify, develop, and expand new business opportunities with independent agents. Support agents in developing effective marketing strategies and sales techniques.
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Marketing Representative/Business Development Manager – Illinois
Remote - Illinois
$60,000 to $135,000
About the role:
ABOUT THE ROLE With a singular focus on providing the best workers compensation service and solutions for their agency partners and insureds, this regional carrier continues to post strong results. They work with small-to-medium size independent agency partners, and offer on-line quoting, exceptional service, competitive rates, and technology with a personal touch. Their approach places them in a position to offer several opportunities to join their organization in a Marketing Representative/Business Development Manager role. The Marketing Representative/Business Development Manager represents the client to the independent retail agency plant within their state. This includes interacting with existing contracted agency partners as well the development and appointment of new agency partners.
Marketing Representative, Business Development Manager, work comp, agency relationships, marketing, sales, business development, remote, Illinois
QUALIFICATIONS & EXPERIENCE Client has in-depth training program so open to more junior level experience to someone with more senior level experience and independent agency relationships. Self-motivation and a strong work ethic. Comfortable with agency entertainment such as sporting events, golf, etc. Background with work comp insurance ideal.
DUTIES & RESPONSIBILITIES Cultivate and maintain relationships with retail independent agents. Regularly visit agency partners within the assigned territory. Identify, develop, and expand new business opportunities with independent agents. Support agents in developing effective marketing strategies and sales techniques.
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Marketing Representative/Business Development Manager – Iowa
Remote - Iowa
$60,000 to $135,000
About the role:
ABOUT THE ROLE With a singular focus on providing the best workers compensation service and solutions for their agency partners and insureds, this regional carrier continues to post strong results. They work with small-to-medium size independent agency partners, and offer on-line quoting, exceptional service, competitive rates, and technology with a personal touch. Their approach places them in a position to offer several opportunities to join their organization in a Marketing Representative/Business Development Manager role. The Marketing Representative/Business Development Manager represents the client to the independent retail agency plant within their state. This includes interacting with existing contracted agency partners as well the development and appointment of new agency partners.
Marketing Representative, Business Development Manager, work comp, agency relationships, marketing, sales, business development, remote, Iowa
QUALIFICATIONS & EXPERIENCE Client has in-depth training program so open to more junior level experience to someone with more senior level experience and independent agency relationships. Self-motivation and a strong work ethic. Comfortable with agency entertainment such as sporting events, golf, etc. Background with work comp insurance ideal.
DUTIES & RESPONSIBILITIES Cultivate and maintain relationships with retail independent agents. Regularly visit agency partners within the assigned territory. Identify, develop, and expand new business opportunities with independent agents. Support agents in developing effective marketing strategies and sales techniques.
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Actuary
Salt Lake City, UT 84107
$140,000 to $250,000
About the role:
ABOUT THE ROLE Opportunity to join well respected property/casualty insurance company that has built a solid reputation on values of integrity, honesty, hard work and service to the community. We are looking for an Actuary to join our client’s team and provide actuarial support for this leading Utah personal lines insurer. You will be responsible for performing data analysis, developing predictive models, and preparing reports for management and regulators. You will collaborate with other departments and external stakeholders to create innovative solutions for business needs.
personal lines, data analysis, developing predictive models, pricing, reserving, forecasting, actuary, ACAS, FCAS, Utah
SKILLS & EXPERIENCE Associate or Fellow of the Casualty Actuarial Society (ACAS or FCAS). Bachelor's degree in actuarial science, mathematics, statistics, or related field. Experience in use of Earnix, Emblem, Python, RStudio, or other modeling software for insurance pricing. Advanced computing skills (Excel, SQL, etc.).
DUTIES & RESPONSIBILITIES Analyze data to evaluate company performance and profitability by line of business. Develop and maintain predictive models and tools for pricing, reserving, forecasting, and reporting purposes. Design and lead implementation of rating plans and underwriting processes, working with IT to specify needs and test development and solutions. Provide actuarial input and recommendations to support business decisions and strategic initiatives across the organization. Monitor and assess the impact of changes in regulatory, economic, and competitive environments.
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Casualty Claim Representative
Boston, MA 02111
About the role:
ABOUT THE ROLE Opportunity to join a property casualty with a long tradition of providing insurance protection for personal auto, commercial auto, homeowners, condo owners and renters within New England. As a Casualty Claim Representative you will be responsible for the handling of First and Third Party Bodily Injury claims for both private passenger as well as commercial auto exposures. The role also provides an opportunity to handle the claims through litigation if attorney represented.
claims representative, claims adjuster, claims, casualty, liability, commercial auto, homeowners, UM/UIM, Excess/Umbrella, litigation, arbitration, personal auto, bodily injury, Boston
SKILLS & EXPERIENCE 5 - 10 years’ experience handling liability commercial, homeowners, UM/UIM, Excess/Umbrella. In-depth knowledge of litigation, arbitration and trial process, handle out of state claims, and/or Personal Injury Protection claims. High level of self-motivation. Have advanced skills in coverage, investigation, litigation/ legal issues, negotiations, evaluations, medical terminology, and subrogation.
DUTIES & RESPONSIBILITIES Analyze, review and interpret policies to assess coverage and liability. Conduct field investigations, interviews with insureds, witnesses and claimants. Investigate the validity of bodily injury claims. Handle complex claims to include coverage issues, UM/UIM, TNC, Commercial, Umbrella etc. Negotiate both 1st and 3rd party claims directly with injured parties and/or their attorneys. Attend litigation proceedings to either represent the company or participate in arbitrations/depositions/settlement conferences/ mediations/ trials.
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Senior Vice President of Stop Loss Insurtech Operations
remote
About the role:
ABOUT THE ROLE I’ve partnered with an industry-leading health insurtech company delivering disruptive innovation and re-imagining self-funded health plans. With digitized innovation, modernized claims administration, quality risk management, and cost-saving provider services, they offer cradle-to-grave solutions ensure that all participants within the healthcare process have access to actionable data and tools. As they continue to grow, they offer exciting opportunities to join their dynamic organization. Currently, we are seeking an Operations Executive to work closely with the executive team to develop and implement strategies that enable the company’s continued growth, enhance operational capabilities, and ensure its continued success.
health insurance, Insurtech, stop loss, self-funded, operations, claims, underwriting, workflow processes, operating efficiency, data analytics, processes, procedures, Vice President of Operations, VP of Operations, Managing General Underwriter, MGU, reinsurance, remote
SKILLS & EXPERIENCE Must be knowledgeable in stop loss underwriting, claims and reinsurance. Experience using health insurance systems a plus (i.e, Luminex). Familiarity with health insurance finance.
DUTIES & RESPONSIBILITIES Ensure the continued enhancement of business development, and improvement of efficiency. Assisting with driving the planning and orchestration of business objectives. Monitor and analyze key operational metrics to identify areas for improvement and growth. Define, and manage workflow processes and monitor overall improvements. Responsible for ensuring that the claims department, underwriting department, and enrollment department are operating efficiently; processes/procedures are implemented. Develop data analytics for all departments.
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Vice President of Sales
remote
About the role:
ABOUT THE ROLE Our client is a rapidly growing insurtech program administrator, where cutting-edge technology meets innovative insurance solutions. After a record-breaking year in sales, they seek an experienced and dynamic Strategic Sales Leader to elevate and expand their sales efforts. If you're passionate about building data-driven, systematic sales processes and leading high-performing teams, this is the perfect opportunity for you.
Insurtech, program administrator, technology, innovative insurance solutions, Strategic Sales Leader, vice president, vice president of sales, sales, commercial lines, sales strategies, sales leadership, remote
SKILLS & EXPERIENCE Proven experience in a senior sales leadership role within the insurance or insurtech industry. Strong relationships within the retail agency and broker community. Demonstrated success in building and managing high-performing sales teams. Expertise in sales processes and methodologies. Ability to use data and analytics to inform sales strategies. Excellent communication, interpersonal, and leadership skills.
DUTIES & RESPONSIBILITIES Oversee all sales initiatives targeting retail insurance agents. Craft comprehensive sales strategies to drive growth. Manage and develop a team of Sales Development Representatives (SDRs) and Business Development Managers (BDMs). Transition the company to a structured, systematic sales process, ensuring scalability and consistency. Utilize data and analytics to shape sales strategies, track key metrics, and generate performance reports. Oversee the SDR team's outreach efforts, build strong relationships with insurance agents and partners, and represent the company at industry events.
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Property Casualty Program Operations Manager
Remote
About the role:
ABOUT THE ROLE Fronting carrier providing access to commercial and personal lines both admitted and non-admitted markets seeks dynamic and engaging Program Operations Manager who is looking for an opportunity to join an industry-leading Property & Casualty insurance carrier focused on partnering with Reinsurers, MGAs/Program Administrators, and Insurtechs.
programs, program administrator, reinsurance, MGA, operations, underwriting, optimization, efficiencies, processes, controls, reporting, contracts, commercial lines, surplus, admitted, Program Operations Manager, remote
SKILLS & EXPERIENCE Experience in designing and evaluating controls, preferably with surplus lines and admitted business environment. Proven analytical and problem-solving skills. Experience in managing granular and large sets of data. Strong P&C industry knowledge, with knowledge of the marketplace, the underwriting process and overall insurance company operations. IT literate - understanding of data and architecture.
DUTIES & RESPONSIBILITIES Contributing to the onboarding projects of new program administrators. Active involvement in ongoing operational tasks and services from MGAs, TPAs and Clients. Directing and managing the day-to-day activities of the MGA/Client and leading ongoing efforts related to the development, optimization, and efficiency improvements, ensuring that the needs of both internal (Underwriting, Finance, Actuarial, Legal, Compliance, CAT and Claims) and external stakeholders (cedants, MGAs, brokers, States and auditors) are understood and addressed. Ensuring that systems, processes, and controls are in place. Contributing to the production of reports, both internal and external, such as monthly/quarterly/annual reports, data calls, and internal/external audits.
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Property Casualty Reinsurance Analyst
Remote
About the role:
ABOUT THE ROLE Fronting carrier providing access to commercial and personal lines both admitted and non-admitted markets seeks Reinsurance Analyst who is looking for an opportunity to join an industry-leading Property & Casualty insurance carrier focused on partnering with Reinsurers, MGAs/Program Administrators, and Insurtechs.
programs, program administrator, reinsurance, MGA, operations, underwriting, optimization, efficiencies, processes, controls, reporting, contracts, commercial lines, surplus, admitted, reinsurance analyst, accounting, finance, remote
SKILLS & EXPERIENCE 12-15+ years of relevant experience in an insurance/reinsurance company in reinsurance operations and accounting/finance. Knowledge of reinsurance including underwriting claims, accounting, finance and associated process, controls, and systems. Experience in financial analysis of reinsurance underwriting activity. Experience in the structural design/implementation of reinsurance programs. Bachelor’s Degree (finance, accounting, or risk management major preferred). ARe/CPCU or advanced degree a plus.
DUTIES & RESPONSIBILITIES Liaise with brokers and reinsurance underwriters. Maintain financially sound reinsurance placements associated with program business opportunities. Review and evaluate treaty reinsurance contracts. Act as internal liaison between Reinsurance and Accounting departments. Assist Accounting in obtaining and maintaining Letters of Credit, Trust Agreements, and other types of financial instruments needed to satisfy credit requirements.
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Transportation Underwriter/Broker
Dallas, Texas 75244
About the role:
ABOUT THE ROLE Leading wholesale insurance broker and underwriting manager. Offer a wide range of comprehensive solutions for retail insurance brokers and agents. They seek someone who is both a strong underwriter and a good people (sales/marketing) person...which is what their Underwriter/Broker roles are all about.
Transportation Underwriter, Broker, transportation, truck, tow, garage, commercial auto, brokerage, wholesale broker, sales, underwriting, underwriter, Texas, Dallas
SKILLS & EXPERIENCE Minimum 3 years of transportation underwriting or brokerage experience required, excess & surplus experience preferred. Demonstrated proficiency in sales and marketing.
DUTIES & RESPONSIBILITIES Build, maintain, and grow a book of transportation business. Manage agency relationships and serve as lead client contact. Create and execute marketing plan to increase new and renewal business. Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business. Monitor key metrics.
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Life Insurance Case Design Specialist
Remote
About the role:
ABOUT THE ROLE Leading boutique independent executive benefits consulting firm seeks a Life Insurance Case Design Analyst. As a Case Designer, the individual will develop financial models, run financial analysis, insurance illustrations and assist in the organization of presentations for complex benefit solutions.
executive benefits, life insurance, case design, illustration, contract language, underwriting, executive benefit planning, data analysis, financial analysis, excel, case design analyst, case design specialist, case design consultant, case designer, remote
QUALIFICATIONS & EXPERIENCE Strong Excel skills. Analytical, able to analyze complex data with accuracy and decisiveness. Strong organizational, verbal and written communications skills. Life insurance case design experience.
DUTIES & RESPONSIBILITIES Run financial modeling. Run Permanent life insurance illustrations through multiple carrier’s software. Assist in developing the optimal life insurance solution for the goals presented by the producer or client. Assist with any application process between client and insurance carrier. Assist with underwriting process and ordering medical requirements. Assist in client service or sales calls to discuss solutions, contract language, underwriting or questions around the plans in question.
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Commercial Lines Underwriter/Broker
San Antonio, TX 78245
About the role:
ABOUT THE ROLE Leading wholesale insurance broker and underwriting manager. Offer a wide range of comprehensive solutions for retail insurance brokers and agents. They seek someone who is both a strong underwriter and a good people (sales/marketing) person...which is what their Underwriter/Broker roles are all about.
Underwriter, Broker, brokerage, wholesale broker, sales, underwriting, underwriter, commercial lines, general commercial business, construction, habitational, restaurants, Texas
SKILLS & EXPERIENCE 3+ years of commercial lines underwriting experience required, excess & surplus experience preferred. Experience with Wholesale Broker required. Commercial Generalist background. Demonstrated proficiency in sales and marketing.
DUTIES & RESPONSIBILITIES Build, maintain, and grow a book of general commercial business. Manage retail agency relationships and serve as lead client contact. Create and execute marketing plan to increase new and renewal business. Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business. Develop and submit underwriting referrals to company brokerage facilities. Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio.
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Commercial Lines Underwriter/Broker
National
About the role:
ABOUT THE ROLE Leading wholesale insurance broker and underwriting manager. Offer a wide range of comprehensive solutions for retail insurance brokers and agents. They seek someone who is both a strong underwriter and a good people (sales/marketing) person...which is what their Underwriter/Broker roles are all about.
Underwriter, Broker, brokerage, wholesale broker, sales, underwriting, underwriter, commercial lines, general commercial business, construction, habitational, restaurants
SKILLS & EXPERIENCE 3+ years of commercial lines underwriting experience required, excess & surplus experience preferred. Experience with Wholesale Broker required. Commercial Generalist background. Demonstrated proficiency in sales and marketing.
DUTIES & RESPONSIBILITIES Build, maintain, and grow a book of general commercial business. Manage retail agency relationships and serve as lead client contact. Create and execute marketing plan to increase new and renewal business. Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business. Develop and submit underwriting referrals to company brokerage facilities. Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio.
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Life/Health Actuarial Analyst
Atlanta, Georgia
About the role:
Proudly serving the individual and senior market with a comprehensive suite of life and supplemental health insurance products, our client has a commitment to innovative products and responsive service which has established them as a leader in the life and health insurance industry. We are seeking a motivated and detail-oriented Actuarial Analyst to join their actuarial team. The Actuarial Analyst will play a critical role in supporting the pricing, reserving, and product development functions for life and supplemental health insurance products.
Medicare Supplement, Cancer, Final Expense, Hospital Indemnity, Workplace Employee Benefits, actuary, actuarial, actuarial analyst, pricing, reserving, product development, Remote
SKILLS & EXPERIENCE 2+ years of applicable actuarial experience. Successful completion of at least 2-3 actuarial exams. Strong analytical and problem-solving skills. Proficiency in Microsoft Excel; experience with actuarial software and programming languages (e.g., SQL, R, Python) is a plus. Detail-oriented with strong organizational skills.
DUTIES & RESPONSIBILITIES Assist in the development and pricing of life and supplemental health insurance products. Perform data analysis to support product development and profitability assessments. Conduct experience studies, including mortality, morbidity, lapse, and expense analysis. Support the reserving process by calculating reserves and preparing reserve reports. Collaborate with product development, underwriting, and finance teams to ensure accurate and timely completion of projects. Prepare actuarial reports and presentations for internal and external stakeholders. Assist in the development and maintenance of actuarial models. Monitor regulatory changes and industry trends to ensure compliance and competitive positioning.
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Supplemental Life & Health Sales and Distribution Leader
Atlanta, Georgia
About the role:
ABOUT THE ROLE Proudly serving the individual and senior market with a comprehensive suite of life and supplemental health insurance products, our client has a commitment to innovative products and responsive service which has established them as a leader in the life and health insurance industry. We are seeking a dynamic and results-driven Supplemental Life and Health Sales & Distribution Leader to drive growth and lead sales and distribution efforts across life and supplemental health insurance products. This role is crucial in expanding market presence, developing strategic partnerships, and ensuring the continued success of Client’s product offerings.
sales, distribution, sales leadership, supplemental health, Medicare Supplement, Cancer, Final Expense, Hospital Indemnity, Workplace Employee Benefits
SKILLS & EXPERIENCE Minimum of 10 years of experience in sales and distribution, with a strong background in life and supplemental health insurance. Proven track record of leading and motivating sales teams to achieve high performance. Ability to develop and execute effective sales strategies that drive growth and profitability. Excellent verbal and written communication skills, with the ability to influence and build relationships with internal and external stakeholders. Strong analytical abilities to interpret sales data, market trends, and performance metrics. Bachelor’s degree in Business, Marketing, or a related field; advanced degree preferred.
DUTIES & RESPONSIBILITIES Lead and manage the sales team to achieve growth targets and expand the reach. Develop and implement effective sales and distribution strategies. Identify and pursue new market opportunities to grow the business, including establishing and nurturing key relationships with distribution partners, brokers, and agencies. Track and analyze sales performance, adjusting strategies as needed to optimize results. Mentor and develop sales team members.
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New Business Case Management Coordinator
Remote
About the role:
ABOUT THE ROLE Leading boutique independent executive benefits consulting firm seeks New Business Case Management professional. This position coordinates with Regional VPs and clients to provide administrative support facilitating the purchase of life insurance and annuities. The position requires the ability to maintain ownership of cases during the underwriting process, as well as engagement in frequent communication and coordination between the Regional VPs, back office, company management, and insurance carrier representatives.
new business, case management, case management support, life insurance, financial services, database management, remote, New Business Case Coordinator, attending physician statements, remote
QUALIFICATIONS & EXPERIENCE A minimum of 3 years’ experience in the life insurance industry is highly desired. Proficiency in MS Excel, Word, PowerPoint, Outlook. A minimum of 2 years’ experience in using CRM in a Financial Services Industry setting. Highly organized and exceptional attention to detail. Excellent verbal and written communication skills, with a personable and engaging style.
DUTIES & RESPONSIBILITIES Collect and maintain a database of clients' personal profile information and existing coverage. Assist and facilitate the preparation, validation, and submission of new applications to carriers. Order and track attending physician statements, medical exams, and inspection reports. Track delivery requirements and prepare policy documents for delivery.
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Territory Sales Manager
Nebraska
$80,000 to $85,000
About the role:
ABOUT THE ROLE Join an amazing team as a Territory Sales Manager with a dynamic organization with a 140-year history of providing exceptional customer service to its policyholders! This person will work from their residence. The position includes company car, cell phone and laptop. As a Regional Sales Manager, you will direct property/casualty marketing activities, including selection and development of agency plant to achieve production and profitability objectives. This position serves the eastern Nebraska area.
commercial lines, underwriting, sales, marketing, business development, Territory Marketing Manager, Marketing Representative, Territory Sales Manager, agency management, remote, Nebraska
QUALIFICATIONS & EXPERIENCE At least 3 years’ marketing, sales, business development or commercial lines underwriting experience. Undergraduate degree desired. A thorough knowledge of commercial lines products and coverages. Excellent communication and client service skills.
DUTIES & RESPONSIBILITIES Screen, select, appoint and train agents. Implement company marketing strategies to achieve sales goals. Provide assistance to marketing and underwriting personnel. Serve as a liaison between company and the agency force, including assistance in contract revocation and rehabilitative procedures. Lead the Agency Review process for assigned agencies with emphasis on profitable growth. Conduct a thorough and documented onboarding for all newly assigned agencies.
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Senior Business Intelligence Analyst
Chicago, IL 60606
$100k to $120k
About the role:
ABOUT THE ROLE Well respected specialty insurance organization in the greater Chicago area seeks Business Intelligence professional to support data needs for the business. The Senior Business Intelligence Analyst will assist with determining company data needs, structuring for analysis, and creating appropriate outputs (i.e. - key performance indicators, reports, and visualizations) for the organization’s decision makers.
Business Intelligence, Business Intelligence Analyst, data, metrics, data analysis, dashboard applications, data visualizations, SQL, Power BI, DAX, Chicago
QUALIFICATIONS & EXPERIENCE Bachelor’s Degree in Computer Science, Information Technology, Finance or similar discipline. 5 + years experience in a role using SQL Server and/or Business Intelligence tools. Experience with Power BI including building Power BI dashboards, Report Builder paginated reports, RLS, apps, and scheduling.
DUTIES & RESPONSIBILITIES Understand and interpret operational data and business user requirements to support and enhance company wide data usage. Create written reports to monitor the company’s metrics. Use computer programming languages to create data visualizations in the form of charts and web dashboard applications. Work with internal departments and staff to understand data needs and objectives. Analyze and summarize operational data as needed.
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Field Claims Adjuster Work From Residence
Dallas/Fort Worth 75050
$75,000 to $85,000
About the role:
Join a dynamic super regional property casualty insurance organization with a 140-year history of providing exceptional customer service to its policyholders. Known for their robust employee benefits and fun, family-like work culture. We seek a Commercial Claims Field Adjuster to handle serious injury/damage claims involving moderate to large loss exposures in multi-jurisdictions from their residence the Dallas/Fort Worth area.
claims, field adjuster, commercial lines, general liability, commercial auto, litigated claims, Dallas, Texas
General liability, Casualty, or Commercial Auto experience required. 2+ years of litigation management experience. Demonstrates experience or ability to deal with significant/complex coverage matters. Excellent written and oral communication skills. Exhibit sound negotiation, critical thinking, and problem-solving capabilities.
Inspect and evaluate damages in person and work with insured and claimant at the scene of the loss. Work close with and resolves any issues face to face with contractors and/or repair facilities. Promptly review new losses and determine initial plan of action in the handling of the claim. Analyze coverage as it relates to the facts and allegations of the claim; prepare Reservation of Rights and Declination of Coverage letters, as applicable. Negotiate claim settlements; attend mediations, settlement conferences and trials.
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Product Analyst
Denver, CO
$85,000 to $100,000
About the role:
Growing tech-enabled specialty Commercial P&C insurance company seeking experienced product management professional who is comfortable operating independently and in an entrepreneurial environment. The Product Analyst is responsible for analyzing and communicating information that provides insight into the growth and profitability of the commercial insurance products they offer. As a Product Analyst, you will apply your analytical skills toward discovering trends and investigating underlying causes. As an early member of the team, there will be significant opportunity, responsibility, and ownership upside.
SAS, SQL, Excel, regulatory filings, data analytics, product analyst, product management, actuarial, personal lines, commercial lines
At least a year of SQL or SAS experience. One or more years of experience in a product analyst role within the P&C insurance industry. Experience with statistical reporting packages such as SAS VA, Tableau, or Power BI. Exceptionally strong quantitative, analytical, and problem-solving skills.
Query and analyze data using SAS SQL, PowerBI and Excel spreadsheets Leverage data to support regulatory filings and statistical reporting Monitor results and communicate findings to key stakeholders via ad-hoc and recurring data management reporting
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Complex Property Claims Consultant
Midwest
$120,000 to $150,000
About the role:
Commercial property casualty carrier with a culture that focuses on innovation and inclusion and known as being top place to work, seeks a former Large Loss General Adjuster interested in getting off the road. As a Complex Claims Consultant for the Property team, you'll manage and/or monitor complex, high-exposure Property claims by providing technical advice and direction in the areas of coverage, investigation, reserves, evaluation, compensability and damages and well as defense strategy and resolution. Potential succession opportunity. Highly visible role.
commercial, property, general adjuster, agribusiness, structural property, large loss, Midwest, Millwright
10+ years related experience with high-level, complex property claims. Must have some experience working for an insurance carrier Proven team builder and mentoring abilities. Experience with millwright insurance. Exposure to large agricultural risk exposures.
Monitor complex and/or high-exposure claim files and directs the technical and tactical direction of the claims. Participates in pre-trial and roundtable discussions. Manage complex and/or high-exposure claims investigation and evaluation, including coverage, investigation, reserves evaluation of compensability and damages, recovery and resolution. (No personal pending.) Monitor, maintain and report on performance of outside vendors. Coordinate and conduct technical training for claims staff.
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Director of Finance
Salt Lake City, UT
$170k to $200k
About the role:
Opportunity to join well respected property/casualty insurance company that has built a solid reputation on values of integrity, honesty, hard work and service to the community. We are seeking a Director of Finance to oversee financial operations and contribute to strategic initiatives. As the Director of Finance, you will be responsible for leading and managing all aspects of the company's financial functions, including financial reporting, budgeting, forecasting, financial analysis, and regulatory compliance.
finance, financial reporting, budgeting, forecasting, financial analysis, regulatory compliance, Utah
Bachelor's degree in Finance, Accounting, or a related field. MBA or CPA designation preferred. Minimum of 7-10 years of progressive experience in finance or accounting roles, preferably within the property/casualty personal lines insurance industry. Demonstrated strategic thinking and problem-solving skills, with the ability to analyze complex financial data and provide actionable insights. Demonstrated leadership skills with the ability to inspire, motivate.
Oversee all financial activities, including financial planning and analysis. Utilize data analytics to identify trends, opportunities, and potential risks. Design and oversee implementation of internal control processes within systems including policy, billing, and claims. Work closely with senior management to develop and execute financial strategies. Ensure compliance with all financial regulations and reporting requirements. Assist the CFO with investment management. Effectively communicate financial performance, forecasts, and strategies presenting to senior management, the Board of Directors, and external stakeholders. Collaborate with other departments, such as underwriting, claims, and IT, to ensure data quality and enhance operational efficiency.
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Casualty Claim Representative
Parsippany, NJ 07054
$80,000 to $95,000
About the role:
Opportunity to join a property casualty with a long tradition of providing insurance protection for personal auto, commercial auto, homeowners, condo owners and renters within New England. As a Casualty Claim Representative you will be responsible for the handling of First and Third Party Bodily Injury claims for both private passenger as well as commercial auto exposures. The role also provides an opportunity to handle the claims through litigation if attorney represented.
claims, casualty, liability, commercial auto, homeowners, UM/UIM, Excess/Umbrella, litigation, arbitration, personal auto, bodily injury, New Jersey
5 - 10 years� experience handling liability commercial, homeowners, UM/UIM, Excess/Umbrella. In-depth knowledge of litigation, arbitration and trial process, handle out of state claims, and/or Personal Injury Protection claims. High level of self-motivation. Have advanced skills in coverage, investigation, litigation/ legal issues, negotiations, evaluations, medical terminology, and subrogation.
Analyze, review and interpret policies to assess coverage and liability. Conduct field investigations, interviews with insureds, witnesses and claimants. Investigate the validity of bodily injury claims. Handle complex claims to include coverage issues, UM/UIM, TNC, Commercial, Umbrella etc. Negotiate both 1st and 3rd party claims directly with injured parties and/or their attorneys. Attend litigation proceedings to either represent the company or participate in arbitrations/depositions/settlement conferences/ mediations/ trials.
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Loss Control Representative/Risk Control Consultant
Dallas/Fort Worth
$85,000 to $90,000
About the role:
Dynamic organization with a 140-year history of providing exceptional customer service to its policyholders. An organization that believes their employees are their greatest asset. An atmosphere with robust employee benefits, fun, and a family-like culture. We�re looking for a Loss Control Representative to perform loss control services to achieve improved loss experience. This position serves and/or oversees the entire regional territory. The ideal candidate will be located in the Dallas/Fort Worth area.
loss control, risk control, safety, risk mitigation, inspections, risk exposures, Dallas, Texas
Must have a valid driver's license and good driving record. 3 years insurance industry experience in the area of loss control/safety. Qualify as designated Field Safety Representative in accordance with the Texas Administrative Code. CSP, PE, OSHA 10HR, Familiarity with FMCSR, Familiarity with NFPA desired.
Perform inspections of insured or potential insured premises. Analyze exposures to loss and recommend measures to reduce or mitigate exposures. Conduct training of insureds� employees to reduce and eliminate exposures to loss; including but not limited to written safety programs and loss control materials. Conduct training of company underwriting and claims staff to enhance their knowledge of exposures to loss.
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Actuarial Analyst
remote
$100,000 to $120,000
About the role:
With the spirit of a start-up yet the security of nearly a billion dollars in written premium my client is a specialty property and casualty insurance company with staff throughout the country. They provide admitted and non-admitted solutions to retail and wholesale distributors, managing general agents and captive markets. As Actuarial Analyst you will play a vital role in the client�s actuarial team, supporting various aspects of rate filings and loss reserving processes.
actuarial, rate filings, reserving, commercial lines, remote
Bachelor's degree in Actuarial Science, Mathematics, Statistics, or a related field. 2 to 4 years of experience in property and casualty actuarial work. 2 to 4 actuarial exams passed, with progress toward Associate of the Casualty Actuarial Society (CAS). Proficiency in actuarial software and programming languages, such as Excel, SQL, and R or Python. Strong analytical and problem-solving skills, with the ability to interpret complex data and communicate findings effectively.
Assist in the development and implementation of rate filing for property and casualty insurance products, ensuring compliance with regulatory requirements. Support the reserving process by analyzing loss data, evaluating trends, and projecting future claim liabilities, contributing to the accuracy of reserve estimates. Perform data analysis to assess risk exposure, monitor underwriting performance, and identify emerging trends, providing insights to inform pricing and underwriting decisions. Assist in the maintenance and enhancement of actuarial models used for pricing, reserving, and risk assessment, ensuring the integrity and reliability of model outputs.
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Chief Financial Officer
remote/Western United States
$250,000 to $350,000
About the role:
Montana State Fund is the state's largest workers' compensation insurance company, protecting approximately 25,000 businesses, organizations and their workers. We are seeking a visionary and strategic thinker to join the executive leadership team as the Chief Financial Officer (CFO). The ideal candidate will bring proactive leadership and extensive financial expertise within the insurance industry, with a strong preference for experience in workers' compensation insurance. This role involves overseeing all financial operations, driving strategic financial planning, and modeling forecasting behavior.
leadership, executive, strategy, work comp, workers compensation, insurance, accounting, finance, forecasting, Montana
Bachelor�s degree in Finance, Accounting, or a related field; MBA or CPA preferred. Minimum of 10 years of financial leadership experience, with at least 5 years within the insurance industry. Experience in workers' compensation insurance is highly desirable. Demonstrated strategic thinking and visionary leadership abilities. Strong expertise in financial forecasting and modeling.
Develop and implement financial strategies that align with the company's long-term vision and goals. Monitor and make recommendations regarding organizational revenue and expenses. Provide strategic guidance to the executive team on financial matters. Provide projections and trend information for budget, capital management, and financial reporting. Oversee the development and implementation of robust financial forecasting models. Lead the annual budgeting process, ensuring alignment with strategic objectives and operational needs. Monitor financial performance and adjust forecasts and strategies as needed. Ensure compliance with financial regulations and standards, maintaining the highest level of integrity.
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Insurance Recruiting Solutions
500 W Hickman Rd
Unit #31
Waukee, IA 50263