Commercial Lines Client Executive
Seeking an experienced and client-focused Commercial Lines Client Executive to join a forward-thinking insurance agency with a strong reputation for excellence. This role offers the opportunity to leverage commercial lines account management expertise while continuing to grow alongside a collaborative and supportive team.
Key Responsibilities
Provide exceptional service to assigned commercial lines accounts.
Manage new business and renewal workflows, including applications, proposals, binding, invoicing, and related tasks.
Research and resolve client issues such as policy forms, endorsements, audits, certificates, and loss experience.
Communicate effectively with clients, carriers, and internal team members in a timely manner.
Maintain accurate and complete records of client activities within the agency management software.
Stay informed on commercial lines marketplace trends and product offerings.
Collaborate with the Commercial Lines team to achieve departmental goals.
Build and maintain strong client and carrier relationships to drive retention and satisfaction.
Cross-sell additional coverages and services through proactive client conversations.
Qualifications/Requirements
Holds an active P&C (Property and Casualty) insurance license.
3-5+ years of commercial lines account management experience in an agency setting.
Experience working with middle-market accounts and admitted carriers.
Professional, client-focused, and adaptable in a fast-paced environment.
Strong collaboration skills with the ability to work independently as needed.
Experience with EPIC or other agency management software is a plus.
Compensation Package
Competitive salary with benefits package, including paid time off.
Hybrid work flexibility.
Supportive, team-oriented culture with accessible leadership.
Opportunities for continuing education and professional development.
Exposure to top carrier partners.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#LI-DT1
#HYBRID
#INDTJG-ST
$95k-166k yearly est. 60d+ ago
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A/P Specialist
The Jonus Group 4.3
The Jonus Group job in Atlanta, GA
ABOUT: The Jonus Group is a specialized insurance staffing firm that connects top talent with industry-leading clients. Our client is seeking an A/P Specialist to join its team in Atlanta, GA. RESPONSIBILITIES:
Process vendor invoices and employee expense reimbursements in an accurate and timely manner, researching and resolving disputed invoices and outstanding amounts, issuing checks, and maintaining A/P files and records.
Review and assign vendor invoices and employee expenses to the proper G/L code to ensure the accuracy of financial statements.
Validating that employee expense reimbursements comply with company policies and investigating questionable expenses and communicating exceptions to management in a timely manner.
Provide exceptional customer service to vendors and employees.
Researching, resolving, and responding to vendor and employee inquiries within twenty-four hours.
Develop an extensive knowledge of the A/P system and related process workflow.
Actively evaluating the A/P system and process workflow to identify opportunities for process improvements and efficiencies.
Serve as the lead liaison with vendors, auditors, and creditors on A/P-related projects or initiatives.
Reconcile, research, and analyze vendor account activity and various expense line items for accuracy and reasonableness in addition to identifying potential cost saving opportunities.
Develop, maintain, and report monthly A/P metrics.
Perform duties to support the Accounting department with account reconciliations, reports and statements, tax filings, etc.
REQUIREMENTS:
High school diploma or GED (required). Bachelor's degree in a business-related field (preferred)
Minimum 3 years of experience, specifically in an Accounts Payable role
Proficient user of Microsoft Excel (formulas, Pivot tables, etc.)
Experience using Workday (preferred)
COMPENSATION:
$50,000-$60,000/year based on experience
Quarterly bonus
Comprehensive medical dental, and vision insurance
401(k) with company match
Paid time off and holidays
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#LI-ET1
$50k-60k yearly 60d+ ago
Chief Financial Officer
The Jonus Group 4.3
The Jonus Group job in Atlanta, GA
As a key member of the executive leadership team, the Chief Financial Officer will report to the President and assume a strategic role in the overall management of the Agency. The CFO will lead financial strategy, planning, and execution across the organization, with a particular focus on scaling this high-growth insurance broker, executing M&A, and optimizing capital structure to support long-term value creation for shareholders, partners, and employees.
Responsibilities
Strategic Financial Leadership: Partner with the executive team to develop and execute financial strategies (including cash and working capital management) that support organic and inorganic growth, profitability, and long-term value creation. Provide insight into revenue quality, commission/fee mix, producer compensation, and EBITDA performance across the portfolio.
Scaling & Infrastructure: Build and mature financial processes, systems, and internal controls to support a rapidly growing, data-driven organization. Lead the evolution of the finance function from foundational to scalable - including reporting, analytics, integrations of acquired business, and standardized policies across the organization.
M&A and Capital Strategy: Help shape and execute the non-organic growth strategy through M&A - including financial diligence, valuation and deal modeling, capital structuring, and post-close integration (systems, reporting, and compensation alignment). Lead banking and capital provider relationships and manage capital strategies (including debt and equity) to fund acquisitions while maintaining appropriate leverage and liquidity.
Financial Planning & Analysis: Own timely and accurate budgeting, forecasting, and long-term financial modeling to inform strategic decision-making. Implement scenario planning around growth, M&A, and capital structure to help the executive team make trade-off decisions on investments, acquisitions, and perpetuation initiatives.
Perpetuation Program: Lead the perpetuation and ownership program, including valuation processes, capital modeling, and the design of clear, attractive pathways to ownership for employees. Ensure the program supports retention, succession planning, and long-term firm independence/value realization.
Reporting & Compliance: Oversee financial reporting, audit, and regulatory compliance to ensure accuracy, timeliness, and transparency. Maintain strong relationships with key partners, lenders, and other stakeholders; ensure that financial practices meet all relevant insurance, financial, and tax regulations.
Skills and Qualifications
Bachelor's degree in Accounting, Finance, or related field; CPA and/or MBA preferred.
10+ years of progressive finance leadership experience in a high-growth and/or M&A-intensive environment strongly preferred.
Proven track record scaling financial operations, teams, and systems to support organizational growth, including experience with debt financing and capital provider relationships.
Demonstrated experience leading or supporting M&A transactions (from diligence and valuation through integration).
Excellent communication, leadership, and stakeholder management skills, with the ability to influence at the executive and board levels.
Entrepreneurial, hands-on, and analytical mindset with the ability to balance strategic vision and deep operational execution.
Ideal CFO Profile:
Seeking a candidate of strong character, someone who is committed to personal and family values with strong ties in the Atlanta community.
An individual who is proactive, assertive and enjoys thinking ahead and building program plans.
A process-oriented person with strong analytical skills. An expert problem solver and one who is enthusiastic about growing, changing environments. The right candidate has the perfect balance of process management and people leadership. Someone who is passionate about the data and exact nature of the finance department-but not at the expense of leadership principles aligned to the Agency culture and commitment to personal growth.
A strong attention to detail-with careful consideration of consequences and communicates expertly through data analytics.
Salary/Compensation
Salary: Commensurate with experience+ bonus
Comprehensive benefits package to support your health and well-being.
401(k) retirement plan
Hybrid remote work option
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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$103k-189k yearly est. 60d+ ago
Senior Complex Excess Casualty Claims Director
The Jonus Group 4.3
The Jonus Group job in Alpharetta, GA
About the Role: Our client, a leading national insurance carrier, is seeking a Senior Complex Excess Casualty Claims Director to oversee and manage a portfolio of highly complex, high-exposure casualty claims. This individual will lead technical claim handling across excess casualty lines, including general liability, products liability, construction, premises, and other complex bodily injury and property damage matters.
Salary
$140,000 to $170,000+/year base salary
Annual bonus potential
Comprehensive benefits package (health, dental, vision, 401k, etc.)
Opportunities for professional development and advancement
Requirements
Bachelor's degree required; Juris Doctor (JD) preferred.
10+ years of experience handling complex and high-exposure excess casualty claims, preferably within an insurance carrier environment.
Strong technical expertise in coverage interpretation, liability assessment, and litigation management.
Demonstrated leadership skills with experience mentoring or managing a claims team.
Excellent negotiation, analytical, and communication skills.
Ability to manage multiple priorities and provide clear direction in high-pressure situations.
Job Description
Oversee the investigation, evaluation, and resolution of complex excess casualty claims, ensuring adherence to best practices and company guidelines.
Manage claims involving high exposure, catastrophic injuries, and complex coverage issues, including multi-party litigation and jurisdictional challenges.
Provide technical leadership and direction to adjusters handling excess casualty claims.
Develop and implement strategic claim handling and litigation management plans to optimize outcomes.
Partner with defense counsel and manage litigation budgets and strategies.
Collaborate with underwriting, actuarial, and risk control teams to provide feedback on trends, coverage issues, and risk selection.
Review and approve large loss settlements within designated authority levels.
Deliver presentations and reporting to senior management on emerging claim trends and financial impacts.
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$140k-170k yearly 60d+ ago
Commercial Lines Account Executive
The Jonus Group 4.3
The Jonus Group job in Atlanta, GA
Commercial Insurance Account Executive- Hybrid in Atlanta, GA $100k-$200k Depending on experience Amazing opportunity with an established, reputable, and growing agency seeking an experienced and driven individual with 10+ years of experience in Commercial Lines Insurance
Summary:
Established agency seeking to hire a Commercial Insurance Account Executive.
Job Duties:
Full Knowledge of insurance products and usages, experience with the Construction Industry policies a plus!
Ability to advise and consult with clients re: their insurance coverages
Manage workflow of assigned book of business and delegate workflow
Maintain accounts in accordance with organizational guidelines
Service and monitor account activity.
Call existing insured to compliment or “round out” personal accounts.
Work strategically with sales staff to optimize relationships and protect client's business.
Perform special projects as directed by the VP, Commercial Lines.
Review policies and coverage for accuracy and rating calculations.
Process endorsements, placement requests and invoicing.
Complete and prepare certificates, proposals, policy summaries and reviews.
Develop and maintain excellent relationships with our partners, carriers and vendors.
Responsible for marketing process & quoting new and renewal business
Qualifications:
10+ Years working with middle market to large accounts in agency environment
Ability to meet/w clients and discuss insurance mitigation strategies
Must be organized
Ability to delegate workflow
Ability to multi task
Strong math & technical skills
Experienced with agency management systems
#LI-RM10
$54k-84k yearly est. 5d ago
Commercial Producer - Trucking
The Jonus Group 4.3
The Jonus Group job in Norcross, GA
Commercial Lines Producer - Trucking (Remote)
Seeking an experienced Commercial Lines Producer with a focus on trucking accounts. This individual will be responsible for developing new business, servicing existing clients, and ensuring the delivery of high-quality insurance solutions tailored to the transportation industry.
Compensation Package:
Base salary plus commission
Comprehensive benefits package
Responsibilities:
Demonstrate full knowledge of insurance products and their applications.
Advise and consult with clients on insurance coverage and risk mitigation strategies.
Manage workflow for an assigned book of business and delegate tasks as needed.
Maintain client accounts in accordance with agency guidelines.
Service and monitor account activity, including renewals and policy changes.
Conduct outreach to existing insureds to enhance or “round out” accounts.
Collaborate strategically with sales staff to strengthen client relationships.
Review policies and coverage for accuracy and rating calculations.
Process endorsements, placement requests, and invoicing.
Prepare certificates, proposals, policy summaries, and renewal reviews.
Develop and maintain strong relationships with carriers, vendors, and business partners.
Oversee marketing and quoting processes for new and renewal business.
Qualifications/Requirements:
2-5+ years of experience handling trucking or transportation-related commercial insurance accounts.
Proven ability to meet with clients and provide consultative risk management guidance.
Holds an active P&C (Property and Casualty) insurance license.
Strong organizational, communication, and customer service skills.
Proficient in managing multiple priorities in a fast-paced environment.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#LI-DT1
#remote
$91k-156k yearly est. 60d ago
Senior Legal Counsel - Claims Compliance
The Jonus Group 4.3
The Jonus Group job in Alpharetta, GA
Our client, a leading national insurance carrier, is seeking a Senior Regulatory Counsel - Claims Legal to provide expert legal and regulatory guidance on claims handling, compliance matters, and related operational practices. This individual will play a key advisory role to the claims organization, ensuring adherence to state and federal insurance laws while mitigating regulatory and litigation risks.
Responsibilities:
Provide legal counsel and strategic guidance on claims compliance, regulatory obligations, and claims handling practices across multiple lines of business.
Review and interpret insurance laws, regulations, and Department of Insurance directives to ensure compliant claims operations.
Partner with claims leadership to develop and implement best practices that align with evolving regulatory requirements.
Support responses to regulatory inquiries, market conduct exams, and internal audits.
Draft and review policy language, claims procedures, and internal compliance materials.
Collaborate with internal stakeholders including Compliance, Risk, and Legal teams to ensure consistent governance standards.
Monitor emerging legal trends and legislative changes affecting claims and compliance functions.
Provide training and education to claims personnel on legal and regulatory developments
Requirements:
Juris Doctor (J.D.) from an accredited law school; active bar membership in at least one U.S. jurisdiction.
Minimum of 5+ years of legal experience, with a strong background in insurance regulatory law and claims compliance.
Experience handling coverage disputes involving first-party property and/or third-party liability claims with an exposure of $250,000 or more including both primary and excess losses preferred.
Prior experience advising an insurance carrier, TPA, or regulatory agency preferred.
In-depth knowledge of insurance claims practices, unfair claims settlement statutes, and applicable state/federal insurance regulations.
Strong business acumen with the ability to translate complex legal issues into practical business solutions.
Excellent communication, negotiation, and stakeholder management skills.
Compensation & Benefits:
$140,000 - $175,000/year + annual performance bonus.
Comprehensive benefits package including medical, dental, vision, 401(k) with company match, and generous PTO
Opportunity to serve as a trusted advisor on critical regulatory and compliance matters.
Work for a respected, growing insurance organization with a strong culture of integrity and collaboration.
Locations: Raleigh, NC or Alpharetta, GA
Hybrid schedule, working from the office Monday through Wednesday with the option of working remotely Thursday and Friday
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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$140k-175k yearly 60d+ ago
Director of Compliance
The Jonus Group 4.3
The Jonus Group job in Atlanta, GA
ABOUT US:
The Jonus Group is a specialized insurance staffing firm that connects top talent with industry-leading clients. Our client is seeking an experienced Director of Compliance to join our client's team in Atlanta, GA. This is an opportunity to join a dynamic team in a company that is a leader in the auto insurance space. Must have in-depth knowledge of property and casualty insurance regulations, including but not limited to state insurance codes, NAIC standards, and applicable federal regulations (e.g., GLBA, HIPAA, TCPA). Ideal candidate has Carrier or regulatory experience in the auto P&C space. MUST have auto regulatory compliance experience.
In this role, you will be responsible for overseeing the development, implementation and enforcement of the Compliance Program. You will focus on maintaining a robust compliance framework that effectively mitigates risks, supports operational efficiency and ensures regulatory requirements are met at all levels of the company.
RESPONSIBILITIES:
Manage the Compliance Program to ensure adherence to federal, state, and local regulations governing property and casualty insurance.
Monitor evolving regulatory requirements related to property and casualty insurance and advise Senior Leadership on regulatory changes, risks, and the impact of new laws or rules.
Conduct periodic compliance risk assessments to identify potential vulnerabilities and establish effective mitigation strategies. Ensure compliance risks are assessed across all areas of operations, including product, underwriting, claims, and distribution channels.
Research applicable laws and develop and maintain policies, procedures, and controls to minimize compliance risks across all business lines.
REQUIREMENTS:
Required:
Bachelor's degree in Business Administration, Finance, Risk Management, or a related field. Minimum of 7 years of experience in compliance within the property and casualty insurance industry. In-depth knowledge of property and casualty insurance regulations, including but not limited to state insurance codes, NAIC standards, and applicable federal regulations (e.g., GLBA, HIPAA, TCPA). Strong understanding of the insurance product lifecycle, from underwriting and policy issuance to claims handling. Proven ability to assess risks, develop compliance strategies, and manage cross-functional teams. Strong communication, interpersonal, and presentations skills, with the ability to effectively engage with Senior Management, regulators, and employees. Ability to work independently and in a team-oriented, collaborative environment.
Preferred:
Juris Doctorate a plus. Certification as a Compliance Professional (CRCM, Are, etc.) or other relevant certifications. Experience with compliance management software or tools. Previous experience with minimum limits auto insurance.
COMPENSATION:
$125,000-$165,000/year based on experience
Quarterly bonus
Comprehensive medical dental, and vision insurance.
401(k) with 4% company match, no vesting.
Paid time off and holidays.
Hybrid - 3 days in office
Must live in Atlanta
#LI-JW3
$125k-165k yearly 51d ago
Staff Accountant
The Jonus Group 4.3
The Jonus Group job in Atlanta, GA
ABOUT US:
The Jonus Group is a specialized insurance staffing firm that connects top talent with industry-leading clients. We are seeking a Staff Accountant to join our client's team in Atlanta, GA. This is an opportunity to join a dynamic team in a company that is a leader in the auto insurance space.
The Staff Accountant will be responsible for preparing journal entries in accordance with GAAP and STAT requirements as well as monthly reconciliations. Including clear documentation to support the journal entries as well as thorough consideration for variances within the reconciliations is crucial to succeeding in this role. Specifically, the role will be responsible for the monthly accrual as well as preparing compliance documentation, such as tax payments and other requests by state governments. In addition, the role will assist the team with filing financial statements, premium tax returns, and other statutory filings as required by regulatory agencies according to established deadlines.
RESPONSIBILITIES:
Reconcile balance sheet accounts by understanding and documenting the account activity, including identifying variances and providing solutions to ensure the account is appropriately reconciled
Prepare and enter journal entries into the general ledger and banking module with clear documentation to support the amounts
Assist with the preparation of the financial statements and other regulatory compliance items, including providing support for the auditors to consider
Coordinate with the team to ensure that compliance requirements are met, including taking ownership of a portion of the premium tax returns and keeping the compliance calendar up-to-date.
REQUIREMENTS:
High-level communication skills, especially in asking clear questions
Organized and strong attention to detail, especially in understanding that cents matter
Ability to prioritize in order to meet deadlines
Desire to proactively engage with the team to meet deadlines
Bachelor's degree in Accounting
Experience with Microsoft Excel: formulas (e.g. sumif and xlookup) and pivot tables
PREFERRED
1 year of experience
Experience using accounting software, especially Workday
COMPENSATION & BENEFITS
Excellent opportunities for professional growth and advancement.
Competitive compensation: Between $55,000 - $65,000K (based on experience).
Paid time off and company holidays.
Comprehensive benefits package, including health, dental, vision, 401(k), and more.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#LI-JW3
$46k-58k yearly est. 60d+ ago
Commercial Insurance Department Manager
The Jonus Group 4.3
The Jonus Group job in Atlanta, GA
Title: Commercial Lines Service Manager
A leading independent insurance agency is seeking a strategic and service-oriented Manager of Commercial Lines Service. This role is responsible for overseeing the service operations within the commercial lines department, ensuring high performance, client satisfaction, and continuous improvement. The manager will guide a team of service professionals, optimize workflows, and drive innovation to elevate the overall customer experience.
Key Responsibilities
Operational Leadership
Oversee the full lifecycle of commercial client service, ensuring quality delivery and alignment with internal resources.
Promote operational efficiency, consistency, and responsiveness across all service touchpoints.
Team Development
Lead and develop a high-performing team by providing guidance, training, and growth opportunities.
Foster a collaborative, empowering workplace culture aligned with company values.
Succession Planning
Identify and mentor potential leaders within the department to support long-term team sustainability.
Client Experience Excellence
Champion client feedback to refine service delivery and improve turnaround time, communication, and overall satisfaction.
Strategic Contribution
Participate in the planning and execution of initiatives that promote department growth, efficiency, and innovation.
Performance Monitoring
Define and monitor key performance indicators (KPIs) to evaluate service quality, team performance, and resource planning.
Provide regular performance insights to senior leadership.
Quality Assurance
Monitor compliance and service standards as part of an internal quality assurance program, with a focus on professional liability prevention and service excellence.
Technology & Innovation
Support the integration and adoption of tools that automate processes and enhance productivity.
Cross-Functional Collaboration
Partner with other departments to align resources, support broader organizational strategy, and reinforce company culture.
Additional Responsibilities
Oversee day-to-day department operations and manage workload distribution.
Provide support and solutions to balance fluctuating team workloads.
Analyze system-generated reports to evaluate performance and optimize team capacity.
Qualifications & Experience
Minimum 5 years of experience in commercial lines insurance, including 2-3 years in an operational leadership role.
In-depth knowledge of commercial insurance practices and client servicing.
Demonstrated success in improving operational workflows and managing high-performing teams.
Strong financial and analytical skills to support cost-effective decision-making.
Excellent communication, leadership, and problem-solving skills.
Ability to manage strategic priorities alongside day-to-day execution.
Education & Licensing
Property & Casualty Insurance License (required).
Bachelor's degree in Business, Insurance, or related field (preferred).
Supervisory Responsibilities
Oversees the account manager team members within the Commercial Lines Department
#RM-10
#Hybrid
#INDTJG-ST
$43k-78k yearly est. 60d+ ago
Underwriting Support Supervisor - Moving & Storage
The Jonus Group 4.3
The Jonus Group job in Alpharetta, GA
Underwriting Support Supervisor
Seeking an experienced Underwriting Support Supervisor to lead and oversee the daily operations of the underwriting support team.
Compensation:
$70,000 - $80,000/year
Opportunity to lead a high-performing team in a collaborative environment.
Growth potential within a respected national carrier.
Requirements:
3+ years of experience in underwriting support, operations, or related functions within the insurance industry.
2+ years of leadership or managerial experience preferred.
Strong knowledge of Commercial Auto insurance; exposure to other Commercial P&C lines is a plus.
Excellent organizational, analytical, and problem-solving skills.
Proficiency in insurance systems, workflow tools, and MS Office Suite.
Strong communication and team-building abilities.
Responsibilities:
Lead, mentor, and develop the underwriting support staff to achieve departmental goals and service standards.
Oversee workflow management, ensuring timely and accurate processing of submissions, renewals, endorsements, and policy documentation.
Partner with Underwriters and leadership to enhance operational efficiency and support profitable growth.
Implement and monitor quality control measures to ensure accuracy and compliance with company policies and regulatory guidelines.
Identify process improvements and leverage technology to streamline operations.
Serve as the primary point of escalation for complex underwriting support issues.
Collaborate across departments to align underwriting support functions with corporate objectives.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#LI-MW1
$70k-80k yearly 60d+ ago
Professional Lines Underwriter- Wholesale
The Jonus Group 4.3
The Jonus Group job in Alpharetta, GA
Professional Lines Underwriter - Remote (Southeast)
An established and growing Wholesale MGA is seeking an Underwriting Assistant to join their team. This position supports underwriters in the assessment and processing of insurance policies, primarily within a wholesale setting. The role is critical in streamlining the underwriting process, ensuring that applications and documentation meet requirements for timely and accurate decision-making.
Key Responsibilities
Prepare, review, and process insurance applications, renewals, and endorsements.
Accurately enter policy and client information into the agency management system.
Organize and maintain client files, policy documentation, and supporting materials.
Assist underwriters by gathering information for risk analysis and policy pricing.
Prepare quotes, proposals, and binders for review.
Support premium calculations, policy issuance, and other underwriting tasks.
Act as a point of contact between underwriters, agents, and brokers to provide updates and gather additional information.
Coordinate with internal teams and external partners to resolve issues or discrepancies.
Ensure prompt and professional communication with clients, brokers, and carriers.
Monitor renewal dates and ensure timely preparation of renewal documentation.
Process endorsements, modifications, and cancellations in accordance with guidelines.
Ensure all documents and processes comply with regulatory and company standards.
Maintain underwriting reports and track key metrics, application statuses, and policy data.
Perform administrative tasks such as scheduling meetings, handling correspondence, and maintaining records.
Assist in special projects as assigned by underwriting or management.
Key Skills and Qualifications
Bachelor's degree in Business, Insurance, Finance, or related field preferred.
Prior experience in insurance underwriting or administrative roles, especially in a wholesale or commercial environment, is beneficial.
Proficiency in MS Office (Excel, Word, PowerPoint); familiarity with insurance software preferred.
Strong analytical skills with the ability to interpret data and assist in risk assessment.
Excellent written and verbal communication skills.
High attention to detail with strong data accuracy.
Effective organizational and time management skills, with the ability to handle multiple priorities.
This role is ideal for someone looking to grow their career in insurance, offering exposure to underwriting processes and industry practices.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#LI-RM10
#Remote
INDTJG-ST
$59k-102k yearly est. 60d+ ago
Insurance Producer
The Jonus Group 4.3
The Jonus Group job in Atlanta, GA
Title: Personal Lines Producer Hybrid Remote in Atlanta, GA.
Competitive salary and Excellent Environment/ Culture
Health, dental, and vision insurance.
Retirement savings plans.
Ongoing professional development opportunities.
Job Summary: The Personal Lines Account Manager is a key member of our independent insurance agency, specializing in managing and servicing personal lines insurance accounts. This role involves building and maintaining strong relationships with clients, assessing their personal insurance needs, and ensuring their policies are accurately maintained. The ideal candidate will have a solid understanding of personal lines insurance, excellent customer service skills, and the ability to navigate insurance systems efficiently.
Responsibilities:
Client Relationship Management:
Serve as the primary point of contact for clients with personal lines insurance needs.
Build and nurture strong relationships with clients through effective communication and responsiveness.
Insurance Assessment:
Conduct thorough assessments of clients' personal insurance needs, including auto, home, renters, and other personal lines coverage.
Analyze existing policies to identify gaps or areas for improvement.
Policy Administration:
Process new policy applications, endorsements, and renewals accurately and efficiently.
Ensure all policy documentation is complete and delivered to clients in a timely manner.
Coverage Recommendations:
Provide expert advice on coverage options and enhancements based on clients' individual needs.
Educate clients on available discounts and savings opportunities.
Claims Assistance:
Assist clients in the event of a claim, serving as a liaison between the client and the claims department.
Monitor and track the claims process to ensure timely resolution and client satisfaction.
Risk Management:
Proactively identify and address potential risks for clients, offering risk management advice and solutions.
Stay informed about industry trends and changes that may impact personal lines coverage.
Market Knowledge:
Stay up-to-date on personal lines insurance products, carriers, and industry regulations.
Collaborate with underwriters to obtain competitive quotes and coverage options.
Documentation and Reporting:
Maintain accurate and up-to-date client records, policy details, and communication history.
Provide regular reports on client interactions and policy performance.
Qualifications
Proven experience as a Personal Lines Account Manager or in a similar customer service role within the insurance industry.
In-depth knowledge of personal lines insurance products, coverage options, and underwriting processes.
Strong customer service and interpersonal skills.
Active Property & Casualty Insurance License
#HybridRemote
#LI-AD3
$51k-66k yearly est. 10d ago
Employee Benefits Account Manager
The Jonus Group 4.3
The Jonus Group job in Sandy Springs, GA
Employee Benefits Account Manager - Hybrid (Atlanta, GA)
Are you a passionate and licensed L&H professional with a knack for managing employee benefits? Our client is on the lookout for a dedicated Employee Benefits Account Manager to join their dynamic team!
Why You'll Love This Opportunity:
Competitive Salary: Your expertise deserves top dollar! Ranging $60K-$85K (depending on experience)
Comprehensive Benefits Package: Enjoy employer-sponsored benefits that take care of you.
Growth and Development: Thrive with endless professional development opportunities and training.
Work-Life Balance: Embrace hybrid WFH flexibility.
Supportive Environment: Be part of an inclusive team that values your contributions.
What We're Looking For:
Active L&H License: Your ticket to success in this role.
Proven Experience: You've already mastered the art of servicing employee benefits accounts, including Medical, Dental, STD, LTD, Vision, HSA, and FSA.
Industry Savvy: You're up-to-date on the latest in employee benefits programs, regulations, and trends.
Tech Proficiency: You're comfortable navigating benefits administration software, Microsoft Office Suite, and data analysis tools.
Bonus Points: CEBS, GBA, or other relevant certifications are a big plus!
Your Impact:
Client Relationships: You'll build and maintain strong, lasting relationships with clients, becoming their go-to expert for all things employee benefits.
Tailored Solutions: Dive deep into understanding your clients' organizational culture and needs to craft perfect benefits solutions.
Comprehensive Program Management: Partner with clients to design and manage benefits programs that cover everything from health insurance to wellness initiatives.
Data-Driven Decisions: Analyze and compare benefits plans, delivering insights that help clients make informed decisions.
Regulatory Compliance: Stay ahead of the curve on federal, state, and local regulations, ensuring your clients are always in compliance.
Open Enrollment Leadership: Lead the charge during open enrollment, coordinating communication, enrollment platforms, and education efforts.
Employee Support: Be the guiding hand that helps employees navigate their benefits options and resolve any issues that arise.
Client Advocacy: Serve as the crucial link between clients and insurance carriers, ensuring swift and effective resolution of any concerns.
Insightful Reporting: Collect and analyze data to provide clients with valuable insights and recommendations to optimize their benefits offerings.
If you're ready to make a meaningful impact and take your career to the next level, this is the role for you! Join a team that values your expertise, supports your growth, and offers you the flexibility to succeed. Apply today!
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#hybrid
#LI-DT1
$60k-85k yearly 60d+ ago
Commercial Lines Producer
The Jonus Group 4.3
The Jonus Group job in Conyers, GA
Job Title: Commercial Insurance Producer
The Commercial Insurance Producer is responsible for developing new business opportunities and managing existing client relationships within the commercial insurance sector. This role focuses on identifying client needs, providing tailored insurance solutions, and maintaining high levels of client satisfaction to ensure continued growth of the agency's book of business.
Key Responsibilities
Prospecting and Lead Generation: Identify and pursue potential clients through multiple channels, including cold calling, networking, referrals, and industry events.
Needs Assessment and Risk Analysis: Evaluate clients' operations to determine insurance requirements and identify potential exposures.
Insurance Proposal Development: Design and present customized insurance programs that align with each client's risk profile and business objectives.
Negotiation and Closing: Negotiate terms and pricing with carriers to secure optimal coverage and value for clients.
Client Relationship Management: Build and maintain strong, long-term client relationships through consistent communication and proactive service.
Policy Renewal and Retention: Review and update policies to ensure continued adequacy of coverage and promote client retention at renewal.
Qualifications and Requirements
Education: High school diploma required; bachelor's degree in business, finance, or a related field preferred.
Licensing: Holds an active P&C (Property and Casualty) insurance license.
Experience: Prior experience in commercial insurance sales or a related client-facing role is strongly preferred.
Sales Skills: Demonstrated success in prospecting, negotiation, and closing business.
Communication: Excellent verbal and written communication skills.
Analytical Thinking: Ability to assess risks and develop appropriate coverage recommendations.
Organizational Skills: Strong ability to manage multiple priorities and maintain accurate records.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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$53k-88k yearly est. 60d ago
Accounting Manager
The Jonus Group 4.3
The Jonus Group job in Chamblee, GA
Job Title: Accounting Manager
The Accounting Manager is responsible for overseeing all aspects of agency financial activity, including general ledger entries, account reconciliations, carrier payables, premium finance tracking, direct bill processing, and commission accounting. The Accounting Manager will also handle client billing matters, support month-end close, and ensure financial accuracy and compliance with internal procedures. Strong accounting fundamentals, attention to detail, and the ability to manage multiple priorities are essential.
Responsibilities:
Manage carrier payables, agency bill reconciliations, and direct bill transactions
Reconcile premium finance activity and ensure accurate allocation of payments
Oversee agency commission tracking and ensure alignment with policy data
Record journal entries and maintain the agency's general ledger
Support monthly and quarterly financial close processes
Assist in the processing of premium finance agreements
Prepare required reports and documentation for carrier audits
Respond to client billing inquiries
Monitor accounts receivable and follow up on past due balances
Issue payment reminders and coordinate payment collection
Process incoming payments and post to client accounts accurately
Collaborate with account managers and producers to resolve billing discrepancies
Experience and Qualifications:
Exceptional attention to detail, accuracy, and follow-through
2+ years of experience in accounting, bookkeeping for an insurance agency
Understanding of premium finance, agency vs. direct bill, and commission workflows
Proficiency in Excel required; Experience with Veruna Salesforce a plus
Team-oriented with a customer service mindset
Effective and professional communicator, especially when discussing billing details with clients
You will be expected to regularly speak with clients to explain invoices, payment terms, and account status
Why Join Us?
Competitive benefits and salary $70K-$90K (depending on experience)
Opportunities for career growth and professional development.
A supportive and innovative team environment.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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$70k-90k yearly 60d+ ago
Accounting Assistant/Admin Assistant
The Jonus Group 4.3
The Jonus Group job in Chamblee, GA
Job Title: Accounting Assistant/Admin Assistant
Mid-sized, rapidly growing insurance agency is seeking an Accounting Assistant/Admin Assistant to join their team. The Accounting Assistant/Admin Assistant serves as the operational “glue” between the Account Management and Accounting teams. You'll own day-to-day premium invoicing, funding, and reporting tasks while maintaining high-touch client service-ensuring revenue is recorded accurately, cash is applied promptly, and clients receive timely, error-free documentation.
Ideal candidate has a minimum of two years' commercial P&C insurance experience (preferably five) within a retail agency setting.
Responsibilities:
Generate and email client invoices (direct-bill & agency-bill) within 24 hrs of binding or endorsement.
Record daily deposits, apply cash to open invoices, and scan checks for remote deposits.
Prepare month-end premium, commission, and trust-account reconciliations; investigate and resolve variances with carriers.
Draft and execute premium-finance agreements; monitor disbursement schedules, track funding, and upload documents to the AMS.
Track policy changes, endorsements, audits, and cancellations to ensure corresponding invoices/credits are processed accurately.
Maintain client records: attach documentation, update financing details, and log communications.
Answer client billing questions and provide clear, courteous explanations to insureds, brokers, and insurance carriers.
Monitor funding and commission payments; escalate delinquencies or short pays.
Assist the Accounting Manager and Account Manager with day-to-day tasks and fulfill any other duties they may assign.
Experience and Qualifications:
Minimum of two years' commercial P&C insurance experience (preferably five) within a retail agency setting
Exceptional attention to detail that catches billing, data, and coverage errors before they reach clients.
Flexible mindset able to pivot between accounting tasks, client service, and ad-hoc requests without missing deadlines.
Proficient in Microsoft 365, Google Workspace, and SharePoint shared drives for seamless document management.
Excellent written and verbal communication coupled with strong problem-solving abilities.
Outstanding organizational and time-management skills support juggling multiple priorities.
Compensation Package:
Salary range: $60k - $75k, plus benefits package including major medical, 401k, profit sharing.
Opportunities for career growth and professional development.
A supportive and innovative team environment.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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$60k-75k yearly 60d+ ago
Employee Benefits Account Executive
The Jonus Group 4.3
The Jonus Group job in Atlanta, GA
Job Title: Employee Benefits Account Executive About the Role:
Seeking a proactive and experienced Employee Benefits Account Executive. This individual will serve as the primary point of contact for clients, managing their employee benefits programs, providing strategic guidance, and ensuring a high level of client satisfaction. The ideal candidate has strong interpersonal skills, industry expertise, and a consultative approach to client management.
Key Responsibilities:
Serve as the lead advisor to clients on employee benefits strategies, plan designs, renewals, and compliance.
Build and maintain strong relationships with client HR teams and executive leadership.
Collaborate with internal account managers, analysts, and producers to deliver client solutions.
Conduct annual benefit reviews and renewal presentations.
Stay informed on industry trends, healthcare reform, and regulatory updates affecting employee benefits.
Work closely with carriers and vendors to negotiate plan renewals and ensure competitive benefit offerings.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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$54k-87k yearly est. 13d ago
Commercial Insurance Marketing Specialist
The Jonus Group 4.3
The Jonus Group job in Grayson, GA
Buford, Grayson, Loganville GA
About the Role Seeking a detail-driven, solutions-oriented Commercial Insurance Marketing Specialist to play a key role in supporting our clients through the quoting, marketing/remarketing, and renewal processes. In this position, you'll ensure each client receives accurate, timely, and competitive proposals while maintaining exceptional service throughout the policy lifecycle.
What You'll Do
Lead the Quoting & Marketing Process
Manage all quoting activities for assigned commercial accounts-from gathering underwriting information to preparing accurate, complete submissions.
Obtain and analyze carrier quotes, ensuring competitive options that align with client needs.
Prepare polished proposals for new and renewal business, presenting coverage options clearly and confidently.
Own the Renewal Cycle
Coordinate the full renewal process, including gathering updated information, remarketing when necessary, and securing timely renewals.
Review policies and endorsements for accuracy, completeness, and compliance prior to delivery.
Collaborate with carriers to resolve rating questions, underwriting requests, and outstanding information items.
Support Clients & Internal Teams
Deliver exceptional service by responding promptly to client inquiries, policy changes, and coverage questions.
Work closely with agency producers by preparing marketing materials, supporting new business efforts, and maintaining renewal accuracy.
Assist clients and claims representatives with claims-related questions when needed.
Maintain Professional Standards
Keep an active P&C license and stay current with continuing education requirements.
Build and maintain productive relationships with clients, carriers, and internal staff.
Processing & Administrative Responsibilities
Process daily carrier transactions and updates to policies.
Bind new and renewal coverage in a timely, accurate manner.
Document all account activity and policy details in Applied/EPIC.
Notify clients of pending cancellations and follow up on reinstatements and payments.
Manage and monitor A/R for your assigned accounts.
Maintain organized activity lists and follow-ups to ensure smooth workflow.
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$30k-56k yearly est. 37d ago
Commercial Insurance Renewal Underwriter- MGA
The Jonus Group 4.3
The Jonus Group job in Alpharetta, GA
COMMERCIAL RENEWAL UNDERWRITER - COMMERCIAL LINES
Established and growing Wholesale MGA is seeking a Renewal Underwriter to join and grow with their team! This position supports underwriters in the renewal processing of insurance policies, primarily within a wholesale insurance setting.
This role is critical in streamlining the underwriting process and retaining accounts, ensuring that client applications and documentation meet the requirements for timely and accurate decision-making.
Key Responsibilities
Documentation and Data Entry
Prepare, review, and process insurance applications, renewals, and endorsements.
Enter policy and client information into the company's system accurately and promptly.
Organize and maintain client files, policy documentation, and supporting materials.
Underwriting Support
Assist underwriters by gathering relevant information for risk analysis and policy pricing.
Prepare quotes, proposals, and binders for review by the underwriter.
Assist with premium calculations, policy issuance, and other underwriting tasks.
Communication and Coordination
Act as a point of contact between underwriters, agents, and brokers, providing updates on application statuses and gathering additional information as needed.
Coordinate with internal teams and external partners to resolve any underwriting issues or discrepancies.
Ensure prompt and professional communication with clients, brokers, and carriers.
Policy Renewals and Endorsements
Monitor renewal dates and ensure timely preparation and submission of renewal documentation.
Process endorsements, modifications, and cancellations in accordance with policy terms and underwriting guidelines.
Compliance and Reporting
Ensure all documents and processes comply with regulatory and company standards.
Prepare and maintain underwriting reports, tracking key metrics, application statuses, and policy data for management review.
Administrative Support
Perform various administrative tasks to support the underwriters, such as scheduling meetings, handling correspondence, and maintaining records.
Assist in special projects as assigned by the underwriting team or management.
Key Skills and Qualifications
Education: Bachelor's degree in Business, Insurance, Finance, or a related field preferred.
Experience: Prior experience in insurance underwriting or administrative roles is beneficial, especially in a wholesale or commercial insurance environment.
Technical Skills: Proficient in MS Office (Excel, Word, PowerPoint) and familiar with underwriting or insurance software.
Analytical Skills: Ability to analyze and interpret data to assist underwriters in assessing risk.
Communication Skills: Strong written and verbal communication to coordinate with brokers, agents, and internal teams.
Attention to Detail: High level of accuracy for data entry and reviewing application materials.
Organizational Skills: Effective time management and organization skills to handle multiple applications and renewals simultaneously.
This role is ideal for someone looking to grow their career in insurance, as it offers exposure to underwriting processes and industry practices.
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