Top Tech Jobs & Startup Jobs

Provide full support for the Commercial Lines Department, handling P&C policy servicing, renewals, submissions, certificates, binders, quoting/marketing with carriers, client retention, cross-selling, and exceptional customer service.

Manage and service a portfolio of high-net-worth personal lines clients, handling renewals, endorsements, coverage reviews, remarketing, and carrier coordination. Advise on complex coverages (umbrella, valuable articles, household workers comp), document account activity in the agency system, and partner with underwriters and wholesalers to deliver high-touch service.

Serve and advise high-net-worth personal-lines clients: manage renewals, endorsements, coverage reviews, remarketing, and carrier coordination. Identify exposures, recommend complex coverages (umbrella, valuable articles, household workers comp), maintain agency management records, and partner with underwriters and wholesalers to deliver high-touch service.

Manage an approximately $3M commercial book, handling renewals, endorsements, certificates, carrier marketing, and day-to-day client service. Market accounts to multiple carriers, support contractor, workers compensation, and landlord exposures, convert inbound new business, identify cross-sell opportunities, and collaborate closely with agency leadership in a fully onsite boutique agency environment.

Serve as primary servicing contact for personal lines clients: process endorsements, handle policy changes and payments, quote and re-quote policies using Applied Epic, answer inbound calls, support renewals, and maintain accurate account documentation to reduce backlog and improve retention.

The Personal Lines CSR/Producer will manage client accounts, generate new business, assist with policy administration, support claims, and provide excellent customer service.

The role focuses on promoting Life & Annuity products, acquiring advisors, and driving net premium growth through strategic advisor relationships.

The Senior Commercial Lines Account Manager will provide customer service, manage commercial accounts, assist producers, and ensure policy accuracy while maintaining client relationships.

The Senior Marketing & Data Analyst will lead complex analytics projects, perform data analysis and reporting, ensure data integrity, and provide actionable insights based on market data to optimize business processes and inform decision-making.

Join a boutique wealth management firm as a Financial Advisor to manage HNW clients, offering personalized investment solutions and utilizing a unique multi-custodial platform.