AmWINS Group jobs in Charlotte, NC - 31925 jobs

Attorney (Title & Underwriting) - Abilene, TX *Position type:* Full-time, exempt *Experience level:* Mid to senior (title/underwriting emphasis) About the role We're seeking a Texas-licensed attorney to be a go-to resource for complex title and underwriting matters in Abilene and the surrounding markets. You'll partner closely with underwriting counsel, escrow teams, examiners, lenders, realtors, and outside attorneys-resolving issues quickly, drafting high-quality documents, and keeping transactions on track. What you'll do * *Title support & underwriting liaison* * Review title work for other examiners; field questions on difficult chains of title. * Communicate underwriting questions to the appropriate underwriters and escalate issues as needed. * *Underwriting approvals & document review* * Approve surveys; review and advise on powers of attorney, trust agreements, probate materials, LLC/corporate documents, and related entity records. * Coordinate with multiple underwriters to ensure compliance and risk mitigation. * *Document drafting* * Prepare a wide range of instruments: complex deeds, rights of first refusal, real estate contracts, seller-finance packets, Mechanic's Lien packets for lenders, and other lender/STC-related documents. * *Counsel liaison & claims prevention* * Serve as a liaison with underwriting counsel; assist/advise offices on compliance, claims, and claims prevention. * Respond to objection letters; draft curative and other legal documents; handle customer/realtor/attorney questions. * *Operational support* * Assist with occasional closings and signings as needed. * Support escrow officers with questions on escrow, underwriting, and emerging issues. * Examine title when time permits; lead the majority of title curative work (documents and legwork). Qualifications * *Required* * J.D. from an accredited law school and active *Texas Bar* license in good standing. * 3+ years' experience in *Texas real estate, title insurance, or underwriting*. * Demonstrated proficiency drafting Texas real estate instruments (deeds, ROFRs, liens, seller-finance packages). * Working knowledge of *Texas title standards, TDI rules*, and common underwriting practices. * Strong communication skills with the ability to interface confidently with underwriters, escrow officers, realtors, lenders, and outside counsel. * *Preferred* * Prior experience as title counsel, claims counsel, or senior examiner. * Familiarity with *TLTA* guidelines and local county practices in West Texas. * Experience responding to objection letters and managing title curative from end to end. * Closing/signing support experience. What we offer * Competitive compensation (salary *DOE*; range available upon request) and bonus potential. * Comprehensive benefits (medical/dental/vision), 401(k), paid time off, CLE/TLTA professional development support. * The chance to make a direct impact on transaction quality, cycle time, and customer experience across the region. Pay: $70,000.00 - $120,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Health insurance * Paid time off * Parental leave * Retirement plan * Vision insurance Work Location: In person

Located In: Coral Springs, Florida 33065-5733We are seeking a highly organized and experienced Primary Care Practice Manager to oversee the day-to-day operations of our medical office. This role is responsible for ensuring smooth workflow, maximizing revenue opportunities, supervising staff, and serving as a liaison between physicians, staff, and administration. The ideal candidate is detail-oriented, able to prioritize tasks effectively, and committed to providing a welcoming and professional environment for patients and employees alike.*Key Responsibilities:* * Plan, develop, implement, and evaluate daily operations to maximize efficiency, growth, and revenue. * Ensure policies and procedures related to medical records, accounts receivable, inventory, personnel, and property management are followed. * Recruit, train, supervise, and evaluate staff to maintain a competent and cohesive team. * Foster a warm, professional, and calm office environment for staff and patients. * Manage scheduling and staffing to ensure adequate coverage. * Oversee office supplies, maintenance, and vendor interactions; prepare purchase orders and invoices. * Coordinate with Central Billing Office to ensure accurate financial reporting and provide physicians with necessary management data. * Handle confidential and sensitive information with discretion * Perform other duties as assigned to support office operations. *Qualifications:* * High School diploma or equivalent required; additional education preferred. * 1-2 years of supervisory or management experience in a medical office setting. * Familiarity with medical terminology, insurance billing, CPT/ICD coding, and office software preferred. * Strong oral and written communication, organizational, and interpersonal skills. * Ability to delegate responsibilities, handle interruptions, and work under pressure. * Commitment to patient confidentiality and professional ethics. *Physical Requirements:* * Prolonged sitting at a desk and intermittent standing or walking. * Ability to occasionally lift up to 30 pounds and assist patients when needed. * Use of computer keyboard and phone for extended periods. *Additional Qualities:* * Effective team player with strong problem-solving skills. * Ability to establish and maintain positive relationships with staff, physicians, and patients. * Flexible, dependable, and capable of managing multiple priorities simultaneously. Here are just a few things we offer: * Access to health, dental, and vision insurance * Health Savings Account * Eligible for PTO and Holiday pay * Company paid life insurance. * Access to voluntary short and long-term disability insurance * Access to additional life insurance * Access to Accident and Critical Illness Insurance * 401K with automatic employer contribution Medical Specialists of the Palm Beaches, Inc. (“MSPB”) is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: MSPB is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at MSPB are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. MSPB will not tolerate discrimination or harassment based on any of these characteristics. MSPB encourages applicants of all ages.

A fraternal benefit society is seeking a managing partner to lead a dynamic team of financial representatives. Responsibilities include recruiting, mentoring, and inspiring individuals to achieve their potential. You'll engage with members through various programs while providing financial guidance. The role offers unlimited income potential along with training programs to ensure your success. Ideal candidates have a background in financial services and are committed to building relationships within the community. #J-18808-Ljbffr

A leading insurance firm in Miami, FL, is looking for a Unit Leader for Insurance Sales Production. This role involves identifying and cultivating new commercial clients, leading a team, and driving business growth through personalized risk management solutions. Candidates should establish credibility with clients, manage existing accounts, and contribute to a positive workplace culture. The role offers a base salary plus commissions and comprehensive employee benefits, including a 401(k) match. #J-18808-Ljbffr

Commercial Lines - Miami, FL - Full Time Unit Leader - Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities Lead the development and delivery of insurance solutions to new and existing clients throughout the region Lead the local team of revenue producing Client Advisors and local customer service colleagues to grow the business by delighting our clients Work with World's leadership team to continuously grow and develop our offerings to new and existing clients in the region - Foster a culture of continuous improvement and innovation Identify, prospect, and cultivate new business, with a focus on commercial accounts Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications Must have the ability to establish credibility with agri-business / crop / farm owners to present a range of insurance solutions that bring value to clients Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business It is meaningful, but not mandatory, if you have: Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program; Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Built and presented client “pitch decks” / presentations. Forms of Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Acquisition Team. #LI-GK1 #J-18808-Ljbffr

Job Details Position Type: Full Time Education Level: Bachelor's Degree Salary Range: $175,000.00 - $245,000.00 Salary/year Vice President, National Liability Practice Leader. This individual will be responsible for providing proactive strategic leadership for the development and growth. A strong background in leadership, developing sustainable business strategies, critical issue resolution, and creating new policies and procedures to drive quality, accuracy, and efficiency is required. Participate in the senior leadership group that will develop long term strategies for growth and profitability. Key Competencies: Self-Starter: Motivated and ambitious personality; desire to compete and succeed Intellectual Creativity: Ability to brainstorm outside of norm for creative solutions to success Exceptional relationship management skills Demonstrated consultative sales success Proven project management success Tenacity: Persistence and follow through Triple Threat: Intelligence, Personality and Drive! DUTIES AND RESPONSIBILITIES: Demonstrate a detailed understanding of TRISTAR businesses, objectives, products and services. Help ensure that our messaging resonates with our clients and brokers and speaks to our casualty solutions Strong technical understanding of all TRISTAR products and services and how they are best deployed for specific clients and/or carriers. Leverage cross-functional departments to maximize process efficiencies. Thorough knowledge of the client's industry and business drivers Work independently, collaboratively and in a leadership role with clients, brokers, carriers and TRISTAR team members Responsible for profit and loss, quality, human resources, product development and strategic relationships and policies and procedures. Lead a team of Property & Liability leaders, as well as their direct reports Identify opportunities for client program efficiencies, respond to questions or concerns, resolve problems in a timely and effective manner Develop strategic recommendations based on client's business needs and goals Lead projects and business planning meetings, working closely with C‑Suite level engagement to develop and influence long‑term strategy When appropriate prepare for and attend client and prospect meetings, industry events, broker & carrier partners Review and expand on vendor contracts to maximize profit share and delivery of quality standards Working with Carrier partners to expand service offerings Attend and present at Board of Directors meetings Assess market competition to evaluate new opportunities that can be developed to stay ahead of the industry. *Essential job function. EQUIPMENT OPERATED/USED: Computer, fax machine, copier, printer and other office equipment. SPECIAL EQUIPMENT OR CLOTHING: Appropriate office attire Qualifications Education / Experience Bachelor's Degree, or equivalent experience required; Masters degree or higher preferred. Minimum of ten years of successful TPA or other industry experience required. Knowledge of all auto and general liability and property programs. Proficient in use of Microsoft Office suite (MS Word, MS Excel, MS Outlook) Travel, as required. Excellent organizational and time management skills Knowledge, Skills and Abilities Prompt and regular attendance at assigned job locations Ability to work shifts exceeding 8 hours, 5 days per week Ability to interact with employees of all levels and clients in an appropriate manner Ability to concentrate and think strategically Availability onsite to confer with staff members with whom the incumbent must interact on a daily basis Ability to proficiently use a personal computer for tasks such as email and preparing reports using software Ability to review and analyze data and information. Ability to complete, or oversee the completion of, assigned tasks/projects in a timely manner. #J-18808-Ljbffr

Mergers and Acquisitions Analyst page is loaded## Mergers and Acquisitions Analystlocations: Chicago, ILtime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR100898The Analyst, Mergers and Acquisitions (M&A) is an instrumental part of a dynamic team aimed at evaluating and acquiring independent small and mid-market insurance brokerages. The person in this position is a dedicated support resource for the M&A team, working closely with the Senior Director of M&A and the Director of M&A. The M&A Analyst will be involved in all aspects of the acquisition process, from the initial screening of a potential deal through the process of closing a transaction, as well as post-close actions, and will work with cross-functional teams throughout the organization, including Operations, Finance/Accounting, HR, Business Development, IT and Legal. The Analyst will support corporate initiatives such as preparing presentations and analysis for senior management and the board of directors, M&A pipeline management and preparing deal status reports.**A GLIMPSE INTO THE DAY*** Supports the M&A team and senior leadership team members across multiple projects by preparing financial and operational analyses for potential mergers and acquisitions.* Builds analytical models, performs financial analysis, and evaluates company and market information to value acquisition opportunities.* Assists in the day-to-day execution of transactions, including initial valuations, due diligence, senior management meetings and post-deal integration.* Assist in the management of Relation's pipeline of potential acquisition targets, including keeping pipeline system up-to-date and tracking the status of each deal.* Analyzes current and new markets to understand market structure / trends and recommends strategic acquisition opportunities.* Assists Operations, Finance/Accounting, HR, Business Development, IT and Legal teams to ensure seamless integration of acquired companies post-closing.* Fosters a success-oriented, accountable environment within the company.* Represents the company to clients and business partners.* Special projects and other duties as assigned.**WHAT SUCCESS LOOKS LIKE IN THIS ROLE*** 2+ years of experience in investment banking, consulting, transaction advisory services at a Big Four accounting firm or holds current M&A position at an insurance brokerage firm.* BA/BS in Finance, Accounting, Business or Economics.* Experience in the insurance / insurance distribution industry highly preferred.* Ability to travel up to 20% of the time.* Enthusiastic, self-motivated, self-starter and maintains a positive attitude.* Ability to coordinate complex projects, meet deadlines and manage multiple tasks simultaneously.* Advanced financial analysis and modeling skills.* Excellent interpersonal, presentation and public speaking skills, both practiced and impromptu.* Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications M&A CRM software and other sourcing applications.* Demonstrated experience in team leadership and the ability to successfully accomplish company goals.* Ability to establish and maintain productive relationships internally and externally.* Aptitude in sound decision-making and problem-solving in pressure situations.* Willingness to adhere to all principles of confidentiality.* Competitive pay.* A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.* Career advancement and development opportunities.**Note:** The above is not all encompassing of the full position description.**Relation Insurance Inc.** provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance..$82,000.00 - $110,000.00Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we're a team of experienced professionals who genuinely care. Whether it's for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future. #J-18808-Ljbffr

Executive Assistant to Managing Partner U.S. Realty Advisors is seeking a polished, proactive, and highly personable Executive Assistant & Office Manager to support our Managing Partner and keep our NYC office running seamlessly. This role is perfect for someone who thrives in a fast‑paced, high‑standards environment and enjoys being the go‑to person who makes the whole operation work. What you'll do Serve as a trusted extension of the Managing Partner-calendar management, travel coordination, expenses, and confidential support Manage day‑to‑day office operations: payables, vendors, supplies, building coordination Organize team events, assist with onboarding, and help cultivate a warm, professional office atmosphere Ensure the office remains polished, efficient, and welcoming Who you are 5+ years supporting senior executives (finance/real estate a plus) Exceptionally strong interpersonal skills with a polished, confident demeanor A “no job is too small” mindset paired with strong organizational instincts Positive attitude-genuinely enjoys being part of a collaborative, high‑performing team Discreet, proactive, detail‑obsessed, and calm under pressure Bachelors degree Why U.S. Realty Advisors Join a high‑performing team where professionalism, trust, and collaboration drive results. You'll directly support firm leadership and play a central role in the culture and daily operations of our NYC office.

A leading insurance brokerage is seeking a Mergers and Acquisitions Analyst to support the M&A team in evaluating and acquiring insurance brokerages. The analyst will conduct financial analyses, assist in transaction execution, and coordinate projects with cross-functional teams. Candidates should have a background in finance or accounting, with relevant M&A experience preferred. This role offers competitive pay and career advancement opportunities in a dynamic environment. #J-18808-Ljbffr

A leading insurance brokerage firm located in Chicago seeks a Compliance Specialist to monitor and communicate changing laws related to health and welfare plans. The successful candidate will conduct legal research, develop presentations, and work closely with internal teams and clients. Ideal applicants will have strong leadership, communication, and research skills, along with a J.D. and 4-8 years in compliance issues. Salary is competitive, ranging from $180,000 to $190,000, reflecting skills and experience. #J-18808-Ljbffr

Senior Director, Product & Regulatory Management page is loaded## Senior Director, Product & Regulatory Managementlocations: Portland, ORtime type: Full timeposted on: Posted Todayjob requisition id: 2025-1770*Join PacificSource and help our members access quality, affordable care!***PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age.** PacificSource values the diversity of our community, including those we hire and serve. We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person's talents and strengths.The Senior Director, Product and Regulatory Management is responsible for leading teams in three key domains: 1) the development, implementation, and management of the end-to-end product lifecycle for Medicare and commercial lines of business; 2) efficient and effective commercial business administration; and 3) compliant and effective regulatory communications. Working with company leadership, the Senior Director is responsible for developing and implementing products that achieve membership and profitability targets. In support of strategic business plans developed by the leaders responsible for profit and loss of the lines of business, this position ensures the product lifecycles, annual roadmaps, filings, and communications meet business needs. The Senior Director ensures the organization complies with product, filing, and communication-related processes and timelines, as well as manages major milestones, risk and mitigation planning, tracking and reporting, and communication across the organization. The Senior Director leads product strategy, development, the annual bid process, and corresponding initiatives. The product portfolio includes Medicare Advantage, Dual Special Needs Plan (DSNP), fully insured group business, and Individual offerings, on and off exchange, as well as corresponding regulated filings and materials. The communications portfolio supports regulated communications, predominantly for Medicare Advantage, DSNP, and Medicaid plans. The Senior Director manages a leadership team to deliver on this critical work.**Essential Responsibilities:*** Lead the product portfolio development and execution strategy across segments and multiple plan years. Direct the Medicare and Commercial product strategy and portfolio management to ensure profitable growth consistent with business plans. Oversee each step of the work from development to assessment and implementation. Lead, coordinate, and communicate product and lifecycle activities with others in the organization. Oversee successful and timely annual bids, filings, related regulatory submissions, and go-to-market activities.* Oversee development and deployment of regulatory communication materials and processes, including Annual Notice of Change, directories, Evidence of Coverage, handbooks, formulary materials, forms, letters, and other regulated materials.* Oversee the preparation of all filings and compliant regulatory documents across the product portfolio, including health contracts, self-funded materials, and related documents.* Oversee implementation of state and federal benefit mandates, including benefit changes and member communication requirements.* Provide strategic advice for PacificSource teams to ensure plan information is accurate and available timely within required timeframes. Ensure proactive communication of new and revised plan designs and benefits to internal stakeholders.* Develop and improve processes, driving administrative efficiencies and cost savings, including leading in a matrixed environment and emphasizing execution, market positioning, and operational tactics. Drive operational excellence, sustainability, and profitable growth.* Generate local competitive market insights to drive innovation and decision making. Conduct market research, competitive analysis, and financial assessments to evaluate improvement opportunities and business strategies in concert with PacificSource's enterprise strategy. Implement strategies across segments and markets.* Develop structures and processes to ensure compliance, including leading cross-functional teams. Collaborate with Marketing, Sales, Operations, Health Services, and Compliance. Develop strategic business partnerships with internal departments and leaders to ensure strong operating performance, high member satisfaction and quality performance, access, compliance and audit readiness, and sound financial performance.* Work closely with Compliance and others to ensure policies, procedures, workflows, lifecycle strategies, product offerings, and success initiatives comply with state and federal regulations. Participate in compliance audits, activities, and planning.* Negotiate business relationships with vendors and oversee the execution, implementation, and oversight of the contracts.* Develop and monitor departmental budgets and take corrective action as necessary.* Provide leadership and mentoring to the enterprise product team, the business administration team, and the regulatory communications team. Foster leadership development and advancement. Develop succession plans. Manage, coach, motivate, and guide employees.* Support the organization's commitment to diversity, equity, inclusion, and belonging by fostering a culture of dignity, cultural awareness, compassion, and respect.**Supporting Responsibilities:*** Meet department and company performance and attendance expectations.* Follow the PacificSource privacy policy HIPAA laws, and regulations concerning confidentiality and security of protected health information.* Perform other duties as assigned.**SUCCESS PROFILE****Work Experience:** Minimum of eight years of experience in product, portfolio, lifecycle management, and regulated communications, or substantially equivalent work in highly regulated functions. Exemplary work history with a proven record of success in positions of progressively greater responsibility managing people and achieving business goals and objectives. A solid grasp of the managed care field and insurance regulations is crucial for this role. Experience with strategic planning, communications, sales, product development, regulatory filings, and managing teams required. Leadership experience in a managed care organization requiring advanced knowledge of products, regulatory filings, and regulated communications. Experience with end-to-end product development and lifecycle management of Medicare Advantage, Individual, and group segments, on and off exchange. Experience providing oversight to ensure the successful regulatory filing of all required product materials. Demonstrated success working in a matrixed environment with the ability to set a path and inspire others to follow. Proven record of accomplishment as a driver of process improvement and identifier of efficiency opportunities and ability to lead change. Experience with federal and state regulatory compliance for health insurance plans. Proven ability to quickly assimilate information and make informed decisions; logical, analytical thinker with great influencing abilities; and ability to handle multiple priorities and deal with ambiguity.**Education, Certificates, Licenses:** Bachelor's degree required with a focus in health care administration, business, public policy, public health, or a related field. Master's degree or other advanced degree preferred.**Knowledge:** Advanced knowledge of Medicare Advantage, DSNP, fully insured group business, and Individual, on and off exchange, along #J-18808-Ljbffr

Brightway Insurance is hiring a Full-Time Client Concierge in Saint Augustine As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction. Key Responsibilities Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services. Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing. Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions. Maintain organized client records, process paperwork, and manage scheduling to support agency operations. Follow up with clients to ensure satisfaction and encourage policy renewals and referrals. Qualifications High school diploma or equivalent; college degree preferred. Previous experience in customer service, insurance, or administrative roles is advantageous. Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software. Possession of a 4-40 Customer Representative license is preferred or the willingness to obtain one. Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships. If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge-apply today!

**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Underwriting **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $89,800.00 - $148,300.00 **Target Openings** 1 **What Is the Opportunity?** Commercial Accounts offers a wide array of guaranteed-cost products to mid-size businesses. Total account solutions include General Liability, Property, Automobile, Workers' Compensation, and Lead Umbrella. The Account Executive (AE), Commercial Accounts will partner with agents and brokers to provide property, general liability, commercial auto, and/or workers' compensation coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers. **What Will You Do?** + Manage the profitability, growth, and retention of an assigned book of business. + Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. + Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. + Identify and capture new business opportunities using consultative marketing and sales skills. + Develop and execute agency sales plans. Execute region/group sales plans. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Bachelor's degree. + Three to five years of relevant underwriting experience with experience in commercial lines. + Knowledge of commercial lines products, the regulatory environment, and the local insurance market. + Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite. + Communication skills with the ability to successfully negotiate with agents and brokers. + CPCU designation. **What is a Must Have?** + Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .

Surplus Lines - Compliance Subject matter expert for surplus lines placements o All US jurisdictionso State requirements for filing and payment o State requirements for placements including but not limited to:§ Diligent effort§ Export list§ Exempt Commercial Purchaser§ Insured eligibility§ Home state determination§ State form completion§ Disclosure wording· Management of surplus lines documents on our intranet site· Research new areas or update existing research for surplus lines topics· Working with production, underwriting and tax teams to ensure compliance with state and Federal law.· Provide training for production teams and other support staff· Maintain the tax calculator which feeds tax rates and rules into our operating system· Working with internal and external IT sources to improve our processes - automation and streamlining· Good communication and people skills are essential. · Work well with compliance team members - collaboration and sharing knowledge· Ability to deescalate problem situations and look for acceptable solutions from a sales and compliance standpoint YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice! IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

About Us: American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 2,500 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, South Carolina, and North Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years. A Day in the Life: Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity. Learn more about American Integrity Insurance and our job opportunities at ************************ Lead, support, and execute enterprise-level projects across all departments, including Underwriting, Claims, Product, Reinsurance, Client Services, and others. Develop, maintain, and execute detailed project plans, including scope definition, timelines, milestones, resource coordination, and deliverables to ensure successful project outcomes. Serve as the primary project management partner for business leaders, ensuring alignment between project objectives and organizational strategy. Drive cross-functional collaboration by coordinating efforts across multiple departments, facilitating communication, managing dependencies, and resolving obstacles. Lead organizational change management efforts associated with enterprise initiatives, including stakeholder engagement, communication planning, and adoption support. Facilitate project meetings, working sessions, and executive updates to track progress, manage risks, and ensure accountability. Identify project risks, issues, and interdependencies; proactively develop mitigation strategies and drive resolution. Ensure consistent project governance, documentation, and reporting standards across enterprise initiatives. Partner with business leaders to support operational enhancements, regulatory-driven changes, and business growth initiatives. Utilize project management tools (e.g., Jira, Confluence, Smartsheet, or similar platforms) to track project status, deliverables, and action items. Support continuous improvement by identifying opportunities to streamline workflows, improve operational effectiveness, and enhance cross-departmental alignment. Serve as a trusted advisor to business leaders, providing guidance on project planning, execution best practices, and change readiness. Influence and collaborate across organizational levels to drive successful delivery and sustained adoption of enterprise initiatives. Education: Bachelor's degree (B.A. or B.S.) or related experience and/or training. Experience: 5-7 years of project management experience within property and casualty insurance industry is highly preferred. PMP, Scrum Master, Six Sigma, Blackbelt, or other project management certification preferred. Skills: Enterprise Project Management: Proven ability to plan, execute, and deliver enterprise-wide initiatives across multiple business functions. Insurance Industry Expertise: Strong understanding of insurance operations, including underwriting, product development, risk management, pricing, reinsurance, and client services. Change Management: Experience leading and supporting organizational change efforts, driving adoption, and aligning stakeholders through transitions. Stakeholder Management: Ability to build strong relationships with business leaders and teams across varied organizational levels. Execution & Accountability: Strong discipline in driving timelines, managing deliverables, and ensuring ownership across project teams. Analytical & Problem-Solving Skills: Ability to assess complex business challenges, identify solutions, and drive execution. Communication & Influence: Excellent written and verbal communication skills, with the ability to present clearly to both operational teams and executive leadership. Adaptability: Comfortable operating in a fast-paced, evolving environment with shifting priorities and business needs. Technical Proficiency: Experience with Jira, Confluence, Salesforce, or similar tools; advanced proficiency in Microsoft PowerPoint and Excel. Continuous Improvement Mindset: Commitment to improving project delivery practices, operational effectiveness, and enterprise collaboration.

Join a dynamic financial operations team supporting legal professionals and their clients. This role centers on managing client financial interactions, with a focus on invoicing, digital billing platforms, and payment tracking. Key Responsibilities Prepare and submit client invoices, including digital formats, ensuring precision and timeliness Oversee billing workflows, monitor deadlines, and provide status updates on outstanding accounts Review and interpret custom billing agreements with a critical eye for detail Serve as a point of contact for internal stakeholders, resolving process-related issues and supporting system enhancements Collaborate directly with designated legal professionals to manage account lifecycles-from initial setup through payment coordination and account reconciliation Candidate Profile At least 2 years of experience in billing within a legal or consulting environment Familiarity with enterprise financial platforms (e.g., Elite 3E, Aderant, eBillingHub) Exposure to international billing practices and currency variations is advantageous Strong analytical skills for interpreting financial data and billing trends Exceptional accuracy and ability to follow complex instructions Professional communication skills across all organizational levels The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

About Us: American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 3,000 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years. A Day in the Life: Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity. Learn more about American Integrity Insurance and our job opportunities at ************************ Participate in the renewal and new business activities that support underwriting decisions which are consistent with growth, retention and expense management goals. Review and critique new and renewal business accounts including inspections, endorsements and cancellations. Meet with appropriate internal/external contacts to establish support needs for new and renewal policies, inspections and reports. Respond to inquiries and questions from agents, vendors, customers and internal departments. Research problems and assists with solutions. Provide administrative services as required to support the renewal and new business activities. Maintain superior level of customer service. Education: Bachelor's Degree in Business, Insurance, Risk Management or other related field preferred. Experience: Two (2) years of residential property insurance experience, or combination of education and experience. Licensure: Florida 20-44 license minimum requirement, with a preference towards Florida 2-20 license holders. Knowledge: Demonstrated skills in the use of computer software applications. Specific knowledge in a particular line of business and / or additional education may be required by the hiring business unit. Familiarity with various types of insurance policies preferred. Skills: Proven ability in customer service required. Strong decision-making skills. Ability to communicate interpersonally with individuals and groups via telephone and in writing. Ability to communicate effectively with a wide variety of technical / professional / consumer clients. Demonstrated ability to work independently and in a team environment. Ability to balance timeliness and accuracy. Aptitude to provide prompt, correct responses and documentation when requested. Ability to share information while determining and maintaining appropriate confidentiality. Innovative in developing new methods or approaches to tasks and / or processes. Resourceful in seeking information and gaining input to solve problems.

About Tokio Marine: Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations. We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success. Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide. Job Summary Provide professional Highly Protected Risk (HPR) loss control services to Tokio Marine America clients and Tokio Marine Management, Inc. Coordinates and conducts loss control management evaluations, physical surveys, loss analysis and training to assist Tokio Marine clients to improve and maintain loss control activities. Coordinates and conducts loss control management evaluations, physical surveys and loss analysis to assist Tokio Marine Management Underwriting in their evaluation of risk. Provide loss control technical support to Tokio Marine departments such as underwriting, claims and coordination. Coordinate loss control activities on select accounts ensuring service plans are maintained and completed, responding to customer requests and needs and supporting underwriting and claims at renewal and during the policy period. Essential Job Functions Performs loss control surveys of prospects and clients on request for information underwriting and evaluation from a loss control viewpoint for desirability. Coordinates loss control service to select clients requiring defined service standards. Prepares reports for clients, Underwriting and Branch concerning the loss control in effect, including loss analysis, conditions noted, recommendations for improvement and future needs. Assists in the development and presentation of programs and training seminars for clients and other departments in the Company. Responds to special requests from Underwriting Department and clients with prior approval from Loss Control Department Management. Develops and maintains Loss Control instructions for multi-location clients being coordinated by Loss Control. Completes all work scheduled in regular service assignments or requests in a timely manner. Maintains membership and actively participates in professional organizations approved by Departmental standards guidelines. Utilizes PC programs (Taurus, Presentation Software, etc.) in preparing presentations for prospects and clients. Plans and performs work scheduling in a timely and cost-effective manner. Responsible for complying with proper internal controls as necessary to conduct job functions and/or carry out responsibilities and/or administrative activities at the Company. Qualifications Bachelor's degree in engineering / science or equivalent job experience preferred. Five years' experience servicing major accounts preferred. Possesses a specialty in HPR loss control or comparable property insurance background. Good communication skills, both written and oral and capable of making presentations to a group. Good computer skills to include the use of Microsoft software, and other software. Valid driver's license free of any major violations. Physically capable of performing the job requirements - walking, carrying and climbing. Capable of significant amounts of travel. Salary range $150,000 to $170,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base. TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply. Benefits: We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities. EEO Statement Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.

The Underwriting Assistant is tasked with the support of the Underwriting Department of the Fine Art Division. While providing administrative support, they will develop underwriting skills themselves, through working closely with senior underwriters and using the same guidelines, processes and systems. This position will require the ability to handle a relatively high volume of transactions during the peak business cycles; therefore, it is essential that the candidate can multitask and work efficiently with a high degree of organizational skill. Duties/Responsibilities: Perform administrative duties regarding new and renewal accounts New submission data entry and risk detail consolidation such as OFAC clearance, Risk Meter Reports, etc. Manage status of existing new business and renewal accounts Assist underwriters with risk assessment as directed, e.g. using CARTO and Ark platforms for accumulation control Assist in managing aggregate reports for re-insurers Follow up on outstanding quotes Support processing team with outstanding balances Support conversion of policies into the underwriting platform Support monthly/quarterly operational report development to help manage division more efficiently Required Skills/Abilities: Excellent verbal and written communication skills Tech-savvy with hands-on experience in leveraging digital tools to streamline workflows Strong MS Office skills, particularly Excel Strong analytical skills Demonstrates adaptability in working independently with minimal supervision, while also building strong partnerships in a team environment Ability to maintain a high level of confidentiality and professionalism Ability successfully manage a high workload Combines innovative thinking with strong organizational skills and a commitment to delivering high-impact results Willingness and ability to travel occasionally Education and Experience: Bachelor's degree preferred 1-2 years of property insurance industry experience required Art market background a plus Must obtain P&C Producer license within a designated time-period if not currently licensed About Tokio Marine Highland: Tokio Marine Highland Insurance Services (TMH) is a leading property and casualty underwriting agency. We offer a broad suite of tailored specialty risk management solutions, including private flood, fine art and lender-placed products. At TMH, it's all about our clients. Nationwide, our customers rely on our trusted, industry-leading coverages, supported by compliance expertise, superior claims management and the highest caliber of service. Founded in 1962, TMH is a wholly owned company of Tokio Marine Kiln, one of the largest carriers in the Lloyd's of London insurance market and a member of the Tokio Marine Group. TMH has operating centers in Chicago, Il, Frisco, Texas, Miami, Fla., and South Pasadena, Calif. If you're looking to advance your career, TMH is the perfect professional home. At TMH, you'll have a chance to innovate with the world's leading businesses, put your expertise into action on major projects, and work on game-changing initiatives. You'll also make long-lasting professional connections through sharing different perspectives, and you'll be inspired by the best. Tokio Marine Highland, LLC (TMH) is an Equal Opportunity Employer. TMH's success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, color, sex, national origin, sexual orientation, gender identity and/or expression, disability, veteran status, or any characteristic protected by law. As a company, we adhere to and promote equal employment opportunities for all. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is TMH's policy to provide reasonable accommodation when requested by qualified individuals with disabilities during the recruitment process, unless such accommodation would cause an undue hardship. To make an accommodation request, please contact *****************************.