Heritage Insurance Holdings jobs in Tampa, FL - 29 jobs

This role is responsible for the direct supervision and development of internal and external claims staff, ensuring timely, accurate, and compliant investigation, evaluation, and resolution of property claims. The Claims Manager plays a critical role in driving operational excellence, loss control, customer satisfaction, and regulatory compliance while supporting catastrophe readiness and response. Key Responsibilities Provide leadership, oversight, and direct supervision of property claims adjusters to ensure compliance with company procedures, policy language, and regulatory requirements. Review new property claims and assign cases appropriately based on complexity, workload, and expertise. Evaluate claims and provide guidance and settlement authority to claims staff. Conduct open and closed file reviews to assess quality, accuracy, and operational effectiveness. Perform case reviews and prepare settlement evaluations, including oversight of large or complex claims. Manage loss costs, loss adjustment expenses, and claim reserves to support financial performance. Analyze reports and data to identify trends, risks, and improvement opportunities; communicate findings to leadership. Collaborate with policyholders, independent adjusting firms, attorneys, vendors, and other stakeholders as needed. Identify complex claims and develop appropriate strategies and resolution plans. Research, interpret, and apply policy language and applicable state laws and regulations. Personally handle high-exposure or complex claims, including negotiations and settlement discussions. Attend mediations, settlement conferences, and legal proceedings as required. Participate in system testing, process improvements, and departmental initiatives. Support catastrophe planning and response efforts, including extended hours during CAT events. Assist with department policy and procedure development, strategic planning, and goal setting. Communicate effectively with Claims leadership, Underwriting, Human Resources, Finance/Accounting, agents, and external partners. Build, mentor, and develop high-performing claims teams focused on quality service and continuous improvement. Support recruiting, interviewing, hiring, onboarding, and performance management of claims and related staff. Maintain compliance with all federal and state regulations, company policies, and ethical standards. Travel, including overnight, may be required. Qualifications Associate's Degree required; Bachelor's Degree preferred (or equivalent combination of education and directly related experience). Active Florida 6-20 Adjuster License required. Minimum 4 years of supervisory experience leading personal and/or commercial property claims professionals. Extensive knowledge of property claims handling, practices, and legal terminology. Proven experience training and coaching staff on claims processes and procedures. Strong understanding of insurance operations and cross-functional collaboration. Hands-on experience with Xactimate, XactAnalysis, and XactNet . Proficiency in Microsoft Office; experience with internet research tools preferred. Customer-focused leader with strong communication and relationship-building skills. Results-driven with excellent analytical, problem-solving, and decision-making abilities. Ability to work independently in a fast-paced, deadline-driven environment with shifting priorities. Highly organized, detail-oriented, and collaborative team leader. Equal Employment Opportunity We are an Equal Opportunity Employer and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

Allied Trust Insurance isn't your typical “business as usual” P&C insurance company. Recognized as one of the fastest-growing companies by Inc. 5000 and honored as a Top Insurance Workplace in 2020, 2023, and 2024, we're building something special. Led by an experienced team of industry professionals, Allied Trust is committed to exceptional customer service, smart growth, and innovation. Here, your ideas matter - and you'll have the opportunity to make a real impact as we continue to grow. Now hiring: Product Manager Allied Trust is seeking a Personal Lines Product Manager to lead the strategy, development, pricing, and performance of our homeowners, dwelling, and related product lines. This is a hands-on role with full ownership of the product portfolio and direct responsibility for profitability, growth, and regulatory compliance. What You'll Be Doing In this role, you'll have end-to-end ownership of your products, including: Owning the P&L and driving growth, profit, and expense results Designing and launching new products and enhancing existing ones Turning data into action-monitoring performance and making course corrections when needed Building and maintaining business plans with premium goals, loss ratios, expense targets, and long-term strategy Partnering closely with Underwriting, Actuarial, Operations, Claims, and Marketing to solve problems and seize opportunities Managing regulatory filings and compliance across multiple states Keeping a pulse on the market through competitive and geographic analysis Supporting Marketing with product expertise for internal and external communications What We're Looking For: Education & Experience: Bachelor's degree in business, insurance, risk management, math, or a related field (or equivalent experience). 7+ years of Personal Lines insurance experience, ideally homeowners or combo auto/home Proven experience in product development, pricing, and portfolio management Strong analytical skills and comfort working with performance metrics and data A collaborative mindset-you enjoy working cross-functionally Clear communicator who can translate technical concepts for different audiences Self-starter with an entrepreneurial, roll-up-your-sleeves approach CPCU or progress toward actuarial exams is a plus Why You'll Love It Here: You'll enjoy a well-rounded benefits package, paid time off, opportunities to give back, a casual dress code, and an office/hybrid work environment. Why Tampa? Allied Trust is based in Tampa, right on Florida's beautiful Gulf Coast. Whether you enjoy sunshine, waterfront views, beaches, boating, biking, or golf, the area offers year-round outdoor fun. Tampa also delivers on city life - great restaurants, arts, sports, and a growing downtown scene. Families love the strong communities, parks, and family-friendly amenities. And yes, one of Florida's favorite perks still applies: NO state income tax. Work where others vacation - and build something meaningful while you're here. Just a Quick Check As part of our hiring process, we run a criminal background check and use E-Verify to confirm work authorization. Easy, standard, and part of getting you ready to start. TO ALL RECRUITMENT AGENCIES: Allied Trust does not accept unsolicited agency resumes. Please do not forward resumes to our email alias, employees, or other physical or virtual organization locations. We are not responsible for any fees related to unsolicited resumes.

Combined Insurance, a Chubb Company, is seeking an Agency Leader to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals! JOB Summary The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents and for providing sales & service support to current policyholders. The AL is responsible for sourcing, identifying, and affiliating, new Independent Agents as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators. Responsibilities Sourcing & Development Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products Conduct informational seminars for prospective new Independent Agents as needed. Represent the Agency at local job fairs or other hiring events Affiliate Independent Agent candidates Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator Field Training Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and/or guidance as needed to support them in the sale of Combined products Develop expertise in all aspects of the Sales Process and remain available for consultation and/or guidance to Independent Agents and Agency Coordinator as requested Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development Collaborate with Carrier Compliance Department to provide required compliance training Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed Meetings Lead voluntary meetings and webinars Facilitate and attend training and development meetings developed and led by AD and carrier for support Attend other Agency meetings, as required Administration Support Assist Agency Coordinators and Independent Agents in adhering to administrative process Be the primary contact point for administrative and implementation support queries Support AC and Independent Agents with sales tools and their implementation Other Work with team to reach production expectations and guidelines set by Agency Management Meet growth goals in APV and Affiliation Effectively demonstrate the Agency's Sales Process Follow Company policies procedures and expectations Set an example for others to follow Establish local presence for Agency COMPETENCIES Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues.Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally.Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth Initiative: Willingly does more than is required or expected in the job.Meets objectives on time with minimal supervision.Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference. Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks "OneChubb" Educationand Experience Stable work history with minimum of 3 years with a successful sales track record. Insurance sales is a plus 1+ years of Sales team management. Experience in leading independent contractor workforce preferred Demonstrated ability to build a team through proven sourcing and recruitment strategies High School Degree or equivalent required, college degree preferred Ability to use Microsoft Office and tablet at intermediate level. An active professional network is required Obtaining a valid Life, Accident and Health license prior to employment date ABOUT US Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

Chubb Personal Risk Services offers an array of property and casualty insurance products for individuals and families with fine homes and possessions. Our clients include many of the most affluent families in the world, executives, business owners and top collectors of art, jewelry, wine and automobiles. Chubb Personal Risk Services is seeking an Agency Sales Manager (ASM) for our Tampa Branch. The ASM position is an external facing sales role requiring daily, independent travel to assigned tier 1 and 2 agents and brokers. The territory will include the entire state of Florida, with agency assignments predominately in the Northeastern & Southeastern portions of the state. Travel to the Tampa, FL branch office will be a requirement, but the frequency of that travel will be based upon the applicant's residence within the state. The ASM will be primarily responsible for new client acquisition that meets Chubb's account appetite and profitable growth expectations. The ASM will manage agents in partnership with an Agency Relationship Manager (ARM) who is responsible for the overall agency relationship management including renewal client management, retention, and cross selling. The ASM and the ARM will work as a team, with both individuals responsible for Written Premium Growth, the ASM assigned to new client acquisition and the ARM assigned to existing client new business and cross selling, for the same group of independent agents and brokers. The ASM will report directly to VP Personal Lines Manager, Tampa Branch. Key Responsibilities: Develop agency assessments and business plans with assigned independent agents designed to grow new business from new client. Identify new clients with annual premium of $5,000 to $250,000+ through effective pipeline development, account pre-qualification and territory analysis/management. Responsible for new client acquisition including pipeline development and pipeline management ultimately leading to closing deals. Responsible for new client quote follow up and quote optimization with agents. Premier account segment new customer table set best practice. Travel within assigned territory 4-5 days/week supported by office time as needed for scheduling agency appointments, agency travel preparation and follow-up, Salesforce documentation etc. Provide support to assigned agencies with new client development sales matters. This includes: Agency training to understand Chubb's products, services, and competitive advantages. Marketing campaigns, events and corporate directives that are designed for new customer development such as new business guideline changes. Analyze new business trends including quote volume, quality and hit ratio. Build and maintain strong relationships with assigned agents and brokers to meet or exceed financial objectives for assigned territory. Follow disciplined sales process to ensure consistent execution of best practices, including agency assessment, business plans and Salesforce documentation. Participate in internal meetings and report on results as appropriate. Work with agents and underwriting on new client quotes. Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration. Key Competencies: Results Orientation : Proven track record of sustained high sales performance and achievement with an ability to drive results and innovate in a fast- paced environment by: Recognizing and capitalizing on opportunities Distinguishing what results are important with a focus on achieving high-payoff activities and goals Challenging self and others to do better without minimizing accomplishments Identifying critical success factors to accomplish desired results and develop plans to achieve them Ensuring goals and objectives are measurable and focus on goals not activities Continually looking for ways to change and improve processes to create improved business results Adaptability : Agile learner who can quickly absorb information and apply it to current business situations by: Responding well to change Handling multiple demands/priorities Adapting to best fit with situation at hand Handling conflict effectively Developing new skills quickly Accepting new responsibilities willingly Sales Acumen : Leverage market, business and technical knowledge and insights by: Possessing a big picture perspective and detailed operational understanding of own area of responsibility Employing a disciplined sales process to ensure consistent execution of best practices (agency assessments drive pipeline management, business plans set goals and drive execution of tactics, effective agency travel advances new business activities/results, etc.) Effective utilization of Salesforce to view dashboard information, review open opportunities and add updates, run agency financial reports and summarize agency travel Intrinsic curiosity paired with effective questioning and active listening skills Strong negotiation, leveraging and value-based selling skills Influence Management : Influence and inspire others by: Communicating effectively and passionately about Chubb/Personal Risk Services Successfully persuading, convincing and influencing others on “why Chubb” Anticipating and preparing for how others will react and overcome obstacles/resistance Leveraging agency relationships to close deals Education and Experience: Bachelor's degree or equivalent work experience Minimum of 3 years of personal lines sales, marketing, underwriting, claims, risk consulting or agency experience Experience selling to successful individuals and families preferred

General Description: Provide overall phone customer service for insureds, agents and internal company personnel. Responsible for performing different policy level transactions (example: cancellations, policy changes) as instructed and within level of authority. Participate in team projects as instructed and necessary to maintain First Class customer service. Essential Duties and Responsibilities: Completes customer's transactional requests within applicable policies and identifies opportunities requiring a transfer to another area. Responds to customer questions accurately demonstrating expertise and knowledge of products and processes. Actively listens to customer issues or questions showing interest and displaying empathy for the caller's situation. Reads, analyzes and interprets procedures and documents. Remains current on new marketing campaigns in order to respond appropriately to marketing related inquires using all available resources/tools. Solves practical problems and deal with a variety of concrete variables. Reports discrepancies in procedures and policy details to management, as necessary. Interprets a variety of instructions furnished in written, oral, or diagram form. Performs other duties as required. Supplemental Information: This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification. This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job. Education/Skills /Experience: High school diploma or equivalent. 1-3 years of related experience and/or training, agency experience preferred. Some college or post-secondary training in business operations or insurance is strongly preferred. Experience using Microsoft office products. Must be detail-oriented and possess good interpersonal and problem-solving skills. Must be flexible and able to adapt in a changing business environment with minimum supervision. Must be willing to work flexible schedules to support multiple time zones. Must possess strong communication, organizational and teamwork skills. Licenses and / or Certifications: Not necessary but preferred Agency background &/or Agent license 10am - 7pm EST 12pm - 9pm EST

The Agency Relations Specialist is responsible for maintaining compliance of Agency and Producer appointments and contracts for Universal North America. Provides inside sales support for Territory Sales Managers. Essential Duties and Responsibilities: Coordinate receipt of and execution of contracts between agencies, producers and company. Transact and manage producer appointments and producer terminations with state DOI directly or using SIRCON website. Request and maintain evidence of current agency E&O per state DOI requirements. Track, collect, and account for receipt of state licensing/appointment fees per state DOI requirements. Coordinate receipt of id's and passwords between CGI and company. Manage book of business transfers, agency changes, and terminations in accordance with state statutes and company contracts. Interact with numerous vendors and marketing channels (Ivantage/Allstate, Arrowhead, Torrent, Lexis Nexis, InFocus). Support multi-state appointments and increased activity associated with National Accounts. Assist in market conduct exams and state audits by providing requested information and responding to examiners questions. Work closely and communicate effectively with other departments including Legal, Accounting, Systems, and Customer Service. Respond promptly to producer's calls and emails. Include answering producer's questions and concerns and addressing with appropriate personnel at Universal, CGI, Lexis Nexis and Torrent. Discipline maintenance of producer databases and spreadsheets. Adherence to strict timelines for appointment renewals. Manage email lists for all marketing communications. Respond to agent inquiries regarding commission payments and statements. Perform other duties as required. Supplementary Information This job description has been prepared to indicate the general nature and level of the work that employees perform within their classification. This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job. Education and / or Experience: High School Diploma or GED. Excellent communications (written and oral) and organizational skills. Must be proficient in Microsoft Office (Excel, Word, and Outlook), Mapping, and Internet based platforms. Operational savvy- consistently looks to streamline processes and procedures. Ability to comprehend state regulations and statutory requirements pertaining to licensing and appointing. Meticulous attention to detail and disciplined organizational skills. Familiarity with Universal North America quoting system and products helpful. Ability to handle multiple priorities. Must be self-motivated, detail oriented and a team player. Licenses and / or Certifications: Property and Casualty 2-20 or 4-40 license preferred but not required

Chubb Commercial Insurance is looking for an applicant to fill the position of Life Sciences Manager. This position would be responsible for the profitable growth and staff performance and development of 5-6 underwriters. In this role the manager will be responsible for underwriting and managing an assigned book across our portfolio for our Southeast Region which includes our Atlanta, Charlotte, Nashville, Birmingham and Tampa branches. This role is inclusive of day-to-day responsibility for underwriting resources allocation, achievement of profit and identification and delivery of unique local initiatives for growth. Strong marketing and communication skills will be required for both staff and producer development. This individual will support the Commercial Insurance Manager's in premium budget execution, monthly premium projections, internal referrals, external joint marketing with staff and driving customer group business plans for Middle Market Industry practices. Commercial Insurance (CI) writes customers with revenues up to $1B, including both guaranteed cost and loss-sensitive program structures. This position will also be charged with directly underwriting and growing an Life Sciences portfolio. This position will be charged with marketing to their assigned agency/broker plant to bring in opportunities and will work closely with the respective CI Managers, Industry Segment Territory Underwriting Managers, and home office to continue the profitable growth of the portfolio. Responsibilities Financial performance, including profitable growth, new business production, rate, retention for overall growth Identifying opportunities for growth within new and existing production sources and developing and executing a new business growth strategy including developing prospects. Supporting the achievement of premium budget for CI Middle Market per annual business plan. Successful market penetration and broker management including building, maintaining and managing producer and customer relationships. Developing agency strategy and goals with continual monitoring of progress in order to achieve profit, growth, retention and rate objectives. Assessing middle market business by utilizing underwriting tools and applying current underwriting strategies to determine which accounts to pursue and the optimal program structure. Demonstrating a balanced approach of considering and responding to agents' coverage amendments while preserving the integrity of our coverage positions and loss ratio targets. Executing a local strategy to meet business needs utilizing an understanding of Chubb's solutions, competitors, customers and marketplace. Utilizing a high level of understanding of products, strategy and competitor/market behavior to write and retain business. Negotiating: Demonstrating timely, thoughtful and decisive responses. Developing new sources of profitable business for Chubb and within appointed Agency/Broker distribution. Working closely with other members of the commercial underwriting team including Risk Engineering, Claims and Underwriting Associates. Overseeing recruitment, onboarding and development of underwriting staff. Managing team performance and evaluations. Qualifications Bachelor's degree 7-10 years of underwriting experience preferably in an excess/umbrella capacity Confidence to gain a marketplace presence and become a trusted advisor for assigned agents/brokers. Presentation and public speaking skills Strong negotiations skills Local broker and insurance marketplace relationships Knowledge and understanding of current insurance marketplace conditions Understanding and adherence to organizational and regulatory rules, and ability to adhere to underwriting authority Understanding of Workers' Compensation, General Liability, and Auto Liability Insurance coverage, terms, and conditions. Proficiency in Microsoft Office Suite

The Chubb Staff Counsel office of McGuinness & Cicero is seeking an experienced litigation attorney for our Tampa, Florida office. As a member of Florida Staff Counsel, you will be responsible for defending employment claims (charges and lawsuits) brought in state and federal courts against Chubb's insureds. You will have full-file responsibility over assigned cases, including trial, motion practice, discovery, investigations, pleadings, mediation, and appeals. Regular reporting and case evaluations to clients and claim examiners are also key aspects of this role. Legal Knowledge & Skills Demonstrated ability to manage a full caseload from inception through trial. Strong knowledge of current procedural and substantive law for both state and federal practice, including: Employment discrimination Premises liability Construction accidents and defects Motor vehicle liability Products liability Defamation Effective verbal and written advocacy and negotiation skills. Strong research and writing skills. Ability to apply analytical skills to address complex legal issues. Professional Skills Strong written and verbal communication skills. High level of responsiveness to clients and claims examiners. Ability and willingness to proactively communicate and report to clients, claims staff, and other members of Staff Counsel. Excellent time management and organizational skills, with the ability to work in a high-volume environment. Technical Skills Proficiency with electronic case management systems. Ability to perform electronic legal research, draft pleadings, and file/serve court documents electronically. Work Environment & Travel In-office work environment. Travel within Florida is required to handle cases in various jurisdictions. Education & Experience Licensure & Admissions Active license to practice law in Florida. Admission to The Florida Bar. Admission to the U.S. District Courts of Florida (Southern, Middle, and Northern Districts). Experience Minimum of 5 years of litigation experience, with a focus on Employment Practice Liability (EPL) matters preferred. At least 5 years of experience handling employment law claims (litigation and administrative claims) preferred. Prior experience with casualty/general liability claims is a plus. Prior jury trial experience on high-exposure cases. All interested candidates must apply online. McGuinness & Cicero attorneys and staff are employees of ACE American Insurance Company, a Chubb Company. Chubb does not accept unsolicited resumes from third-party agencies or recruiters, and no fees will be paid for unsolicited candidates. Join our team and leverage your expertise in Employment Practice Liability to provide high-quality legal representation and service to our clients.

Under close supervision, receive assignments and review claim and policy information to provide background for investigation and may determine the extent of the policy's obligation to the insured, depending on the line of business. Contact, interview, and obtain statements (recorded or in person) from insureds, claimants, witnesses, physicians, attorneys, police officers, etc., to secure necessary claim information. Evaluate facts supplied by the investigation to determine the extent of liability of the insured, if any, and the extent of the company's obligation to the insured under the policy contract. Prepare reports on investigations, settlements, denials of claims, and individual evaluations of involved parties. Set reserves within authority limits and recommend reserve changes to the Team Leader. Review progress and status of claims with the Team Leader and discuss problems and suggested remedial actions. Prepare and submit to the Team Leader any unusual or potentially undesirable exposures. Assist the Team Leader in developing methods and improvements for handling claims. Settle claims promptly and equitably. Obtain releases, proofs of loss, or compensation agreements and issue company drafts for payments on claims. Inform claimants, insureds/customers, or attorneys of claim denials when applicable. Assist the Team Leader and company attorneys in preparing cases for trial by arranging for witness attendance and taking statements. Continue efforts to settle claims before trial. Participate in claim file reviews and audits with customers/insureds and brokers. Administer benefits timely and appropriately. Maintain control of the claims resolution process to minimize current exposure and future risks. Education & Experience: 1-3 years' experience in handling workers' compensation claims in Defense Based Act/Longshore is preferred, with prior experience at ESIS or similar third-party administrators being advantageous, and/or Bachelor's degree or equivalent experience. Industry Knowledge: Strong familiarity with workers' compensation laws, medical terminology, and best practices in claims handling is preferred. Technical Skills: Demonstrated proficiency in claims management systems and the Microsoft Office Suite. Communication Skills: Excellent written and verbal communication skills, enabling effective interactions with external investigative sources and insureds over the phone. Team Collaboration: Proven ability to contribute effectively within a team environment, providing and receiving constructive feedback while identifying growth opportunities for both self and colleagues. Analytical Skills: Strong analytical and problem-solving abilities to navigate complex scenarios efficiently. Organizational Skills: Capable of managing multiple priorities and meeting deadlines in a fast-paced work environment. Customer Focus: Strong commitment to customer service, with a proactive approach to addressing and supporting customer needs. Judgment and Decision-Making: Confidence in personal judgment, with the ability to support and defend decisions made. Commitment to Excellence: Dedicated to maintaining high standards of behavior and performance. Adaptability: Flexible in adapting approaches and behaviors to fit specific situations effectively. Positive Representation: Strong focus on building and maintaining a positive image for Chubb and ESIS.

We are seeking an experienced Assistant Controller to support the development, execution, and oversight of our accounting practices and financial reporting framework. This role plays a key part in ensuring the accuracy and integrity of Statutory and US GAAP financial reporting, maintaining compliance with internal and external requirements, and contributing thought leadership that strengthens our accounting operations. Essential Duties & Responsibilities * Lead, manage, and coordinate daily accounting and financial reporting activities, including month-end close, balance sheet reviews, and preparation of financial statements. * Supervise, mentor, and develop accounting team members, including temporary staff and interns. * Support the design, documentation, and testing of internal controls to ensure compliance with regulatory requirements and internal policies. * Oversee the preparation and timely submission of quarterly and annual Statutory filings. * Maintain strong controls over the general ledger environment. * Manage the month-end close process, ensuring completeness and accuracy of financial results; review and approve journal entries and monthly account reconciliations. * Research complex accounting matters and provide recommendations in accordance with Statutory accounting principles and US GAAP. * Ensure compliance with Sarbanes-Oxley (SOX) requirements and corporate accounting policies. * Prepare monthly financial statements and variance analyses; contribute to developing management reports and operational metrics. * Coordinate annual Statutory and GAAP audits; serve as a key liaison with external auditors, state regulators, and support triennial exams. * Monitor and protect company assets, including accounts receivable. * Support capital adequacy assessments and respond to inquiries from regulators and rating agencies. Qualifications * Bachelor's degree in Accounting required; CPA strongly preferred. * Minimum of 7 years of relevant accounting experience, including at least 5 years in property and casualty insurance. * Strong knowledge of Statutory accounting principles required; US GAAP experience essential. * Proven leadership, strategic thinking, and presentation skills. * Demonstrated ability to manage multiple priorities in a deadline-driven environment. * Advanced proficiency in Excel. General Information: All employees must pass a pre-employment background check. Other checks may be needed based on position: driving history, credit report, etc. The preceding has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this job. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Heritage Insurance Holdings, Inc. is an Equal Opportunity Employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, marital status, place of birth, military service status, or other basis protected by law.

About the Role We are seeking a detail-oriented and service-driven Underwriting Assistant to support our underwriting team and agency partners. In this role, you will process policy changes and support inbound policy requests from agents and underwriters via phone and email, working within established authority limits and underwriting guidelines. You will help ensure a positive agent experience while maintaining strong service standards, regulatory compliance, and operational accuracy. Key Responsibilities * Review and process endorsements, cancellations, reinstatements, broker-of-record changes, and other policy transactions in accordance with company guidelines. * Provide courteous, timely assistance to agents and internal partners by responding to underwriting-related inquiries via phone and email. * Research issues and take appropriate action to resolve matters in alignment with underwriting procedures and service expectations. * Support compliance with company policies, state and federal regulations, and industry standards. * Communicate professionally and collaboratively with team members, leadership, agents, and external partners. * Maintain accurate records and contribute to the integrity of company products and policy documentation. * Perform additional duties and special projects as assigned. Qualifications * High school diploma or equivalent required. * Prior experience in Property & Casualty insurance preferred; personal lines property experience a plus. * Strong interpersonal, communication, and teamwork skills with the ability to work effectively across departments and with external partners. * Proficiency in Microsoft Office applications. * Highly organized, detail-oriented, and able to manage multiple tasks in a fast-paced environment. * Positive, collaborative mindset with a commitment to delivering excellent service. Additional Information Employment is contingent upon successful completion of a pre-employment background check. Additional screenings (such as driving history or credit review) may be required based on role responsibilities. This job description reflects the general scope of the role and may evolve based on business needs. Management reserves the right to modify responsibilities as necessary. Equal Opportunity Employer We are an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, national origin, ancestry, sex, sexual orientation, age, religion, disability, marital status, military or veteran status, or any other characteristic protected by law.

General Description: The Commercial Lines Product Manager will lead the development of new commercial lines programs. This is a highly technical, hands-on role, where the Commercial Lines Product Manager will be responsible for the creation, enhancement, and implementation of comprehensive insurance products that meet market needs and drive business growth. The Commercial Lines Product Manager (CLPM) will identify target market segments and perform industry and competitor analysis, translating business objectives into product strategies and roadmaps from concept through delivery of programs for production. The CLPM is responsible for all aspects of multistate product development; pricing, coverage, rules and guidelines in compliance with state laws and regulations in each of the states in which the programs will be offered. Essential Duties and Responsibilities: Lead the product development process to produce initial rate, rule and form filings for new products as assigned by department leadership. Gather and incorporate input from Sales, Risk Management, Actuarial, Underwriting, Claims, Systems. Legal and Regulatory Compliance into the product development process to ensure the needs/concerns are appropriately addressed and result in comprehensive products that return a consistent profit while meeting market need. Manage the filing processes on all new programs, coordinating, compiling and submitting responses to regulator inquiries and requests for information on filings within established timeframes. Communicate details of new product filings to appropriate internal departments, as warranted, including providing programming requirements for the implementation of new programs into the front and back-end policy administration systems. Develop requirements for data reports needed to monitor program trends and key performance indicators and will work with the Reporting team to gather data from any and all systems and to validate that data is, and remains, accurate for the life of the reports. In addition, the Commercial Lines Product Manager will use advanced data collection and analysis skills to assess the effectiveness of program initiatives in meeting stated goals. Responsible for pre and post promote validation of system programming related to new product launch to validate that system processes are consistent with the programming requirements provided for all assigned programs in all Policy Administration Systems currently in use to produce applications and policies in the assigned states. Responsible for the development of programming requirements with enough detail to efficiently produce the data elements needed for proper evaluation of pricing, segmentation, overall program results, financial reporting, statistical reporting and to support regulatory data call requirements for assigned states. Participate in onboarding and technical development of department staff. Maintain an understanding of emerging trends in P&C insurance, sharing knowledge with the broader product and business teams. Some travel may be required. Performs other duties as required. Supplementary Information: This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification. This description is not to be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job. Education and Experience: Bachelor's degree in business or related discipline. Five (5) years in commercial lines product management within the insurance industry required. Strong familiarity with ISO rules, forms, and regulatory filing processes and experience analyzing competitor filings and market data strongly preferred. Deep understanding of the P&C insurance industry and specifically, commercial lines, a recent and comprehensive product development background, and a track record of delivering successful programs that meet or exceed ROI expectations. Strong ability to analyze data and identify trends. Experience with advanced data creation and analysis are highly preferred. Ability to develop and execute product strategies. Excellent written and verbal communication skills, including the ability to communicate complex information clearly. Ability to lead cross-functional teams and influence stakeholders. Understanding of business principles and market dynamics. Experience with development and submission of filing via SERFF and IRFS. Experience and proficiency working in a fast-paced environment, managing multiple projects simultaneously to deliver new programs with accuracy, on time and within budget. Proficiency with Microsoft Suite, including but not limited to Excel, Word, Access, Outlook, and PowerPoint. Licenses and / or Certifications: CPCU or similar insurance certification preferred

Agency Contracting & Licensing Specialist Department: Agency Services Employment Type: Full-Time, Non-Exempt, Benefits Eligible(1st of the month, following date of hire, no waiting period!) About the Role As a publicly traded leader in the Property & Casualty insurance industry, we are committed to delivering exceptional service, maintaining operational excellence, and supporting our network of valued agency partners. We are seeking a highly organized and detail-driven Agency Contracting & Licensing Specialist to join our growing team. In this role, you will manage the end-to-end processing of agent contracting, licensing, reinstatements, cancellations, and regulatory appointments. This position plays a critical part in ensuring compliance, safeguarding the accuracy of company records, and supporting agents, clients, and internal teams with professionalism and exceptional service. What You'll Do * Process agent contracting applications, licensing packets, reinstatements, cancellations, and related documents; review all materials for accuracy and proactively follow up on missing information. * Serve as a knowledgeable resource for agents, providing guidance on licensing, appointment status, and regulatory requirements. * Manage all Office of Insurance Regulation (OIR) agent appointments. * Respond to inquiries from agents, clients, and business partners regarding policy processing and licensing status. * Prepare agent and client communications in accordance with established procedures. * Verify the accuracy of internal and external insurance records; maintain up-to-date data integrity across agency files. * Contact agencies and partners to confirm and update key contact information, website details, and contracting documentation. * Support servicing of existing clients and help resolve agency or client concerns. * Collaborate with colleagues, leaders, and external stakeholders in a professional and courteous manner. * Assist with special projects and provide general administrative support as needed. * Ensure all activities comply with federal and state insurance regulations, as well as company policies and procedures. What You Bring * High school diploma or equivalent required; Associate's degree preferred. * 4-40 Customer Service Representative License preferred, but not required. * At least two years of experience in customer service, office administration, or a related field; experience with insurance processing strongly preferred. * Prior experience in the Property & Casualty insurance industry is a plus. * Strong research, investigation, and problem-resolution skills. * Proficiency with Microsoft Office; experience with industry software or research tools is a plus. * Outstanding customer service skills and the ability to communicate professionally with internal and external partners. * Analytical thinker with strong problem-solving abilities and a commitment to delivering results. * Ability to work independently in a fast-paced environment while managing multiple priorities. * Meticulous attention to detail and strong organizational skills. * Team-oriented mindset with the ability to contribute to a positive, collaborative work environment. General Information: * All employees must pass a pre-employment background check. Other checks may be needed based on position: driving history, credit report, etc. * The preceding has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this job. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. * Heritage Insurance Holdings, Inc. is an Equal Opportunity employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, marital status, place of birth, military service status, or other basis protected by law

Combined Insurance, a Chubb Company, is seeking an Agency Leader to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals! JOB Summary The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents and for providing sales & service support to current policyholders. The AL is responsible for sourcing, identifying, and affiliating, new Independent Agents as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators. Responsibilities Sourcing & Development * Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products * Conduct informational seminars for prospective new Independent Agents as needed. * Represent the Agency at local job fairs or other hiring events * Affiliate Independent Agent candidates * Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator Field Training * Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and/or guidance as needed to support them in the sale of Combined products * Develop expertise in all aspects of the Sales Process and remain available for consultation and/or guidance to Independent Agents and Agency Coordinator as requested * Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development * Collaborate with Carrier Compliance Department to provide required compliance training * Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed Meetings * Lead voluntary meetings and webinars * Facilitate and attend training and development meetings developed and led by AD and carrier for support * Attend other Agency meetings, as required Administration Support * Assist Agency Coordinators and Independent Agents in adhering to administrative process * Be the primary contact point for administrative and implementation support queries * Support AC and Independent Agents with sales tools and their implementation Other * Work with team to reach production expectations and guidelines set by Agency Management * Meet growth goals in APV and Affiliation * Effectively demonstrate the Agency's Sales Process * Follow Company policies procedures and expectations * Set an example for others to follow * Establish local presence for Agency COMPETENCIES * Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation * Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth * Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference. * Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course * Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results * Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks "One Chubb" Education and Experience * Stable work history with minimum of 3 years with a successful sales track record. Insurance sales is a plus * 1+ years of Sales team management. Experience in leading independent contractor workforce preferred * Demonstrated ability to build a team through proven sourcing and recruitment strategies * High School Degree or equivalent required, college degree preferred * Ability to use Microsoft Office and tablet at intermediate level. * An active professional network is required * Obtaining a valid Life, Accident and Health license prior to employment date

We are seeking an experienced, detail-oriented and highly analytical Reinsurance Accounting Manager to join our finance team. This position is responsible for the accurate recording, analyzing, and reporting of reinsurance financial data for both internal and external users. The position will monitor reinsurance contracts, ensure compliance with key provisions, review and reconcile bordereaux submissions to reinsurers, track reinsurance balances, record journal entries to report reinsurance transactions, prepare statutory reinsurance related schedules, and report out to senior management for large losses and Cat events. Key Responsibilities: * Maintain and reconcile reinsurance general ledger accounts, including ceded premiums, losses, payables, and recoverables. * Prepare and process reinsurance settlements with reinsurers. * Review and reconcile bordereaux submissions. * Monitor reinsurance treaties to ensure compliance with terms and accurate financial reporting. * Assist with month-end and quarter-end close processes, including preparing journal entries. * Preparation of reinsurance schedules for the annual and quarterly statutory financial statements (specifically Schedule F). * Monitor collateral requirements and balances. * Coordinate with claims, underwriting and actuarial departments to ensure consistency in reinsurance data companywide. * Prepare detailed reinsurance schedules and reports for senior management, auditors, and regulators. * Assist in streamlining reinsurance accounting processes and improving reporting efficiency. * Stay updated on regulatory and industry changes related to reinsurance accounting and reporting. * Ability to manage large data. Qualifications: * Bachelor's degree in Accounting, Finance, or related field. * 5+ years of accounting experience. * Highly proficient in Microsoft Excel (Power Query, Pivot Tables, Lookups). * Experience with financial accounting software (EAS, SAP, Oracle) * Familiarity with NAIC statutory accounting principles (SAP). * Highly analytical and detail oriented. * Ability to manage multiple priorities and meet tight deadlines. Preferred Qualifications: * CPA or progress toward CPA designation. * Experience working within the P&C Industry and statutory regulatory filings. * Experience with reinsurance treaties, including net quota share, excess of loss, aggregate and facultative arrangements. * Experience with Captive reinsurers. * Experience with reinsurance software (ProCede/FIS Reinsurance Manager, Duck Creek, Sapiens, Cenata). * Experience with software implementation. General Information: All employees must pass a pre-employment background check. Other checks may be needed based on position: driving history, credit report, etc. The preceding has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this job. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Heritage Insurance Holdings, Inc. is an Equal Opportunity Employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, marital status, place of birth, military service status, or other basis protected by law.

Personal Lines Underwriter Company: Heritage Insurance Companies About the Role We're seeking a motivated and detail-oriented Personal Lines Underwriter to join our growing national homeowners insurance team. In this role, you'll review, evaluate, and rate insurance applications to determine eligibility and manage risk in accordance with established company guidelines. You'll play a key part in evaluating risk, supporting agency relationships, and ensuring we deliver exceptional service to our partners and policyholders. Key Responsibilities Collaboration & Communication * Partner effectively with Underwriting, Operations, Product Management, Claims, and Sales teams. * Communicate clearly and professionally with coworkers, management, vendors, and external partners. * Actively participate in underwriting projects and initiatives that support team goals. Customer & Agent Relations * Build and maintain positive relationships with producers to support business growth and retention. * Provide agents with guidance on application submissions and eligibility expectations. * Participate in agency management and engagement activities. * Respond to inquiries from policyholders and prospects in a timely and professional manner. Risk Evaluation * Review applications, loss history, and supplemental information to determine risk acceptability within authority levels. * Assess potential loss exposures based on catastrophe, claim frequency, and severity. * Handle high-value and exceptional risks as authorized. * Review inspection reports, endorsement requests, cancellations, and renewals for compliance and eligibility. * Ensure accurate rating of new and renewal policies using internal systems and reference tools. * Obtain and analyze additional documentation as needed for underwriting decisions. * Maintain compliance with state and federal regulations, as well as company policies and procedures. Qualifications * Education: Associate's or Bachelor's degree preferred. * Licensure: 2-20, 20-44PL, or 4-40 license preferred. * Experience: * Minimum three (3) years of property and casualty agency or company experience required. * At least one (1) year of property and casualty underwriting experience required. * Technical Skills: Proficiency with Microsoft Office Suite and internet research tools. * Knowledge: Solid understanding of industry regulations, underwriting practices, and risk management principles. * Interpersonal Skills: * Strong communication and relationship-building abilities. * Excellent customer service orientation with a proactive problem-solving mindset. * Highly organized, detail-oriented, and adaptable in a fast-paced environment. * Team-oriented collaborator who contributes positively to workplace culture. Additional Information * All employees must successfully complete a pre-employment background check; additional screenings may be required depending on role (e.g., driving history, credit check, etc.). * This job description outlines general responsibilities and qualifications but is not an exhaustive list. Duties may be adjusted as business needs evolve. Equal Opportunity Employer Heritage Insurance Holdings, Inc. is an Equal Opportunity Employer. We value diversity and do not unlawfully discriminate against qualified applicants or employees based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, disability, marital status, veteran status, or any other protected characteristic under applicable law.

Work Arrangement: ON SITE This role is responsible for the direct supervision and development of internal and external claims staff, ensuring timely, accurate, and compliant investigation, evaluation, and resolution of property claims. The Claims Manager plays a critical role in driving operational excellence, loss control, customer satisfaction, and regulatory compliance while supporting catastrophe readiness and response. Key Responsibilities * Provide leadership, oversight, and direct supervision of property claims adjusters to ensure compliance with company procedures, policy language, and regulatory requirements. * Review new property claims and assign cases appropriately based on complexity, workload, and expertise. * Evaluate claims and provide guidance and settlement authority to claims staff. * Conduct open and closed file reviews to assess quality, accuracy, and operational effectiveness. * Perform case reviews and prepare settlement evaluations, including oversight of large or complex claims. * Manage loss costs, loss adjustment expenses, and claim reserves to support financial performance. * Analyze reports and data to identify trends, risks, and improvement opportunities; communicate findings to leadership. * Collaborate with policyholders, independent adjusting firms, attorneys, vendors, and other stakeholders as needed. * Identify complex claims and develop appropriate strategies and resolution plans. * Research, interpret, and apply policy language and applicable state laws and regulations. * Personally handle high-exposure or complex claims, including negotiations and settlement discussions. * Attend mediations, settlement conferences, and legal proceedings as required. * Participate in system testing, process improvements, and departmental initiatives. * Support catastrophe planning and response efforts, including extended hours during CAT events. * Assist with department policy and procedure development, strategic planning, and goal setting. * Communicate effectively with Claims leadership, Underwriting, Human Resources, Finance/Accounting, agents, and external partners. * Build, mentor, and develop high-performing claims teams focused on quality service and continuous improvement. * Support recruiting, interviewing, hiring, onboarding, and performance management of claims and related staff. * Maintain compliance with all federal and state regulations, company policies, and ethical standards. * Travel, including overnight, may be required. Qualifications * Associate's Degree required; Bachelor's Degree preferred (or equivalent combination of education and directly related experience). * Active Florida 6-20 Adjuster License required. * Minimum 4 years of supervisory experience leading personal and/or commercial property claims professionals. * Extensive knowledge of property claims handling, practices, and legal terminology. * Proven experience training and coaching staff on claims processes and procedures. * Strong understanding of insurance operations and cross-functional collaboration. * Hands-on experience with Xactimate, XactAnalysis, and XactNet. * Proficiency in Microsoft Office; experience with internet research tools preferred. * Customer-focused leader with strong communication and relationship-building skills. * Results-driven with excellent analytical, problem-solving, and decision-making abilities. * Ability to work independently in a fast-paced, deadline-driven environment with shifting priorities. * Highly organized, detail-oriented, and collaborative team leader. Equal Employment Opportunity We are an Equal Opportunity Employer and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

General Description: Investigates, evaluates, negotiates, and resolves assigned property claims having low to moderate complexity and value, working within delegated reserve and settlement authority. Works closely with the Unit Manager, occasionally handling claims with additional complexities related to unique coverage and/or exposure issues. Essential Duties and Responsibilities: Investigates, evaluates, negotiates, and resolves assigned property claims of low to moderate complexity. Determines the facts of the loss, coverage compensability, and the degree of exposure by unit of coverage. Reviews, analyzes, and applies policy conditions, provisions, exclusions and endorsements pertinent to a variety of losses. Establishes timely and accurate property claim and expense reserves. Communicates clearly and professionally with the customer, or their representative, by telephone and/or written correspondence regarding all aspects of the claims process. Determines settlement amounts based on independent judgment, estimation of actual cash value and replacement value, contractor estimate validation, appraisals, application of applicable limits, and deductibles. Negotiates and conveys property claim settlements within authority limits to insureds. Controls damage exposures through proper usage of cost containment tools. Maintains an effective diary system to ensure timely resolution and documents property claim file activities in accordance with established procedures and state regulations. Provides excellent customer service to meet the needs of the insured, agent, and all other internal and external customers. Handles files in compliance with state regulations, where applicable. Writes denial letters, Reservation of Rights, and other complex correspondence to insureds. Identifies property claims that may have value added by an outside field inspection. Determines cases that may have fraud potential and refers claims to Special Investigations Unit. Identifies potential for subrogation and refers appropriate claims to the Subrogation Unit. Partners with counsel to develop litigation plan and adhere to applicable guidelines. Performs other duties as required. Supplementary Information: This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification. This description is not to be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job. Education and / or Experience: Bachelor's Degree preferred but not required. Minimum of three (3) years of progressive experience in the adjusting of residential and commercial claims or a combination of education and experience. Strong verbal and written communications skills. Must be able to work in a collaborative atmosphere. Must be proficient with Microsoft Office, including Word, Excel, PowerPoint. Customer service orientation; empathy. Demonstrates ownership attitude and customer centric response to all assigned tasks. Solid analytical and decision making skills. Spanish speaking is a plus. Licenses and / or Certifications: Adjuster's license(s) (where applicable) required or successfully acquired within 60 days of hiring. AIC a plus. Professional designation specific to claims a plus.

Combined Insurance, a Chubb Company, is seeking an Agency Leader to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals! JOB Summary The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents and for providing sales & service support to current policyholders. The AL is responsible for sourcing, identifying, and affiliating, new Independent Agents as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators. Responsibilities Sourcing & Development Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products Conduct informational seminars for prospective new Independent Agents as needed. Represent the Agency at local job fairs or other hiring events Affiliate Independent Agent candidates Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator Field Training Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and/or guidance as needed to support them in the sale of Combined products Develop expertise in all aspects of the Sales Process and remain available for consultation and/or guidance to Independent Agents and Agency Coordinator as requested Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development Collaborate with Carrier Compliance Department to provide required compliance training Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed Meetings Lead voluntary meetings and webinars Facilitate and attend training and development meetings developed and led by AD and carrier for support Attend other Agency meetings, as required Administration Support Assist Agency Coordinators and Independent Agents in adhering to administrative process Be the primary contact point for administrative and implementation support queries Support AC and Independent Agents with sales tools and their implementation Other Work with team to reach production expectations and guidelines set by Agency Management Meet growth goals in APV and Affiliation Effectively demonstrate the Agency's Sales Process Follow Company policies procedures and expectations Set an example for others to follow Establish local presence for Agency COMPETENCIES Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference. Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks “One Chubb” Education and Experience Stable work history with minimum of 3 years with a successful sales track record. Insurance sales is a plus 1+ years of Sales team management. Experience in leading independent contractor workforce preferred Demonstrated ability to build a team through proven sourcing and recruitment strategies High School Degree or equivalent required, college degree preferred Ability to use Microsoft Office and tablet at intermediate level. An active professional network is required Obtaining a valid Life, Accident and Health license prior to employment date