Job description:
Rotterdam, NY insurance agency seeking Commercial Lines Account Executive to join our team. This candidate should be experienced in commercial insurance and the day-to-day agency operations. Immediate opening available for full-time hybrid position. We offer a competitive salary based upon your experience, flexibility for remote or partially remote access, health insurance, retirement plan with 401K matching, paid holidays and vacation.
Responsibilities:
Gather client information and complete applications for new and renewal quotes/policiesRate/Quote all commercial lines of business, new and renewal policies, using carrier websites or submit for quotingPrepare proposals and propose new business and renewal quotesEnsure accuracy of account information on new and renewal policies, endorsements, and auditsProvide excellent customer service, fielding customer phone calls/visits, answering questions, processing payments, or reporting claims to carriersProcess policy change requests and issue certificates, binders, insurance cardsMaintain customer files with proper records, according to carrier guidelinesExperience with an agency management system is a plus. We currently use EVO.
Requirements:
Valid NYS P&C License (Required)Commercial Insurance 2 years (Required)General computer knowledge and skillsExperience with carrier websitesTime management along with the ability to multi-task with attention to detail while providing excellent customer service is a must.Immediate opening available. Please submit your resume and join our team today!
Experience:
Commercial Lines Insurance: 2 years (Required)License/Certification:
NYS P&C Brokers License (Required)Work Location: Hybrid remote in Schenectady, NY
Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states. Read LessTWFG is seeking an Associate Account Executive to support, train and help develop our network of independent agents by providing training and guidance with carrier appetites, systems and internal procedures. This role is ideal for an insurance professional looking for career growth while gaining hands-on experience with agent relationships, training, and product placement—building a foundation toward advancement to an Account Executive role.
Key Responsibilities
Support agents with carrier appetite and business placement guidanceDeliver training on systems, workflows, and carrier guidelinesStay current on carrier products, pricing, and industry changesConduct follow-up with new branches and assist with ongoing developmentComplete semi-annual appointment reviews and identify growth opportunitiesEncourage agent participation in webinars and training sessionsDocument and track activity in CRMWork with agents to achieve audit compliance
Qualifications
3+ years of P&C insurance experienceActive P&C licenseExperience quoting, binding, and servicing policies in the Independent MarketFamiliarity with AMS and comparative raters (EZLynx a plus)Strong communication and relationship-building skills
Compensation:
In addition to a salary commensurate with position and experience, TWFG offers a full range of benefits including:
Medical/Dental/Vision InsuranceLife Insurance401K with a matching componentLTD – (employer paid)Education reimbursement based on tenurePaid Time Off9 Paid Holidays a year
Why Join TWFG?
Clear path for career growth and advancementExposure to carrier partnerships and agency operationsCollaborative, agent-focused culture
TWFG – Our Policy is Caring!
The TWFG family is committed to taking care of our customers, our communities, our agents, and all our branches nationwide. If you are interested in joining the next generation of insurance professionals, you have found the right place.
Equal Employment Opportunities
TWFG is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other protected characteristic.
Disclaimer
This job description is not intended to cover all activities, duties, responsibilities and standards of the position and may change at any time with or without notice. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
TWFG (NASDAQ: TWFG) is a high-growth, independent distribution platform for personal and commercial insurance in the United States and represents hundreds of insurance carriers that underwrite personal lines and commercial lines risks. For more information, please visit twfg.com
Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states. Read LessPosition Summary:
We are seeking a proactive and detail-oriented Director of Human Resources to join our Human Resources team. This role is responsible for supporting a wide range of HR functions including recruitment, onboarding, employee relations, benefits administration, compliance, and performance management. The ideal candidate is a people-first professional who thrives in a dynamic environment and is passionate about fostering a positive workplace culture.
Key Responsibilities:
Recruitment & Onboarding
o Partners with department managers to understand and execute the organization’s human resource and talent strategy particularly as it relates to current and future talent needs, recruiting, retention, and succession planning.
o Collaborate with management to maintain up-to-date job descriptions and job postings. Work closely with department managers to understand skills and competencies required for openings.
Manage the administration of the talent acquisition process, which includes full-cycle recruitment: job postings, screening, interviewing, and hiring.Assist in the benefit administration to include scheduling new hire benefits orientation, answering employee questions, and partnering with PEO to communicate open enrollment.Coordinate and conduct new hire orientations and onboarding processes.
HR Administration
o Oversee HR Administration of employee life cycle from onboarding (i.e., offer letters, I-9 verification, background checks and drug screens, enrollment in Insperity Premier platform, new hire benefits orientation, and payroll data entry, etc. through offboarding (i.e. termination, exit interview, timely data entry of termination date, notification of employee separation to internal and external teams, etc.).
o Responsible for the organization and administration of employee engagement and recognition programs (i.e., years of service, birthday recognition, company activities committee.)
o Coordinate with the employee, manager, and PEO Leave Administration Team on all FMLA and other LOA.
o Review and respond to all workers’ compensation claims with appropriate documentation.
Ensure accurate and up-to-date employee records are maintained.Prepare HR reports and metrics as needed.Employee RelationsServe as a point of contact for employee inquiries and concerns.Support conflict resolution and promote a positive work environment.Provide support and guidance to staff with general HR and payroll questions that arise; administer and execute routine tasks in delicate circumstances such as providing reasonable accommodation, notify management of any allegations of wrongdoingBenefits & CompensationAssist with benefits enrollment, changes, and employee communications.Support payroll processing and ensure accuracy of employee data.Compliance & PolicyEnsure compliance with federal, state, and local employment laws and regulations and recommended best practices by ensuring appropriate employment posters are posted throughout the building and offices.Assist in the development and enforcement of HR policies and procedures.Performance & DevelopmentSupport performance review cycles and employee development initiatives.Champion learning and development programs and initiatives that provide internal development opportunities for employees. Track and report on training completion and effectivenessHelp coordinate training sessions and employee engagement activities.
Qualifications:
o Related human resource administrative experience or equivalent combination of education, training and work experience.
o Ten plus years of HR experience, preferably in a generalist capacity.
o Strong knowledge of federal, state and local laws affecting employment and employee benefits.
o Demonstrated experience with various HR tasks including recruiting (reviewing resumes, selecting for interviews, offers).
o Onboarding - creating a positive and welcoming candidate experience.
o Experience with HR documentation (employee files, compliance documents, training), filing and auditing for compliance. Exit interviews, and employee engagement activities.
o Ability to handle sensitive information with discretion and professionalism
o Effective communication and interpersonal skills with the ability to build and maintain positive relationships.
o Effective problem-solving skills.
o Excellent time management, attention to detail, and organizational skills. Ability to handle multiple competing priorities.
o HR certification (e.g., PHR, SHRM-CP) is a plus.
Equal Employment Opportunities
TWFG is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other protected characteristic.
Disclaimer
This job description is not intended to cover all activities, duties, responsibilities and standards of the position and may change at any time with or without notice. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
TWFG (NASDAQ: TWFG) is a high-growth, independent distribution platform for personal and commercial insurance in the United States and represents hundreds of insurance carriers that underwrite personal lines and commercial lines risks. For more information, please visit twfg.com.
TWFG – Our Policy is Caring!
The TWFG family is committed to taking care of our customers, our communities, our agents, and all our branches nationwide. If you are interested in joining the next generation of insurance professionals, you find the right place.
Compensation:
In addition to a salary commensurate with position and experience, TWFG offers a full range of benefits including:
o Medical/Dental/Vision Insurance
o Life Insurance
o 401K with a matching component
o LTD – (employer paid)
o Education reimbursement based on tenure
o Paid Time Off
o 9 Paid Holidays a year
Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states. Read LessRepresent the company in a professional, courteous manner by providing excellent customer service to prospective clients, policyholders and other departments in the organization. Assist producers in servicing potential and existing clients by providing quotes, re-shopping business, processing endorsements, providing proof of insurance, taking payments, answering billing questions and performing other service work.
Essential Responsibilities
Retain business by calling out on all renewals and cancels to keep business in-force with agency/company.Review current customer insurance accounts to identify additional insurance needs and cross-sell additional products.Provide education and answers to prospective clients and existing policyholders regarding insurance coverages.Create and provide quotes for new business, endorsements and renewals for various lines of business.Key Internal & External Partners
AgentsCarriersInternal TWFG department teammatesKey Performance Indicators (KPIs)
Client Retention at or above 91%Cross-sell existing clients to replace cancelled policies within your book of businessEducation & Experience
High School degree or GEDPrefer 2-3 years insurance agency experience.Strong computer skills paired with solid customer service and listening skills.Able to multi-task and switch gears as needed to adapt to changes, delays or unplanned events.Able to work long hours when necessary to meet goals.Demonstrate ability to accept responsibility for own actions and follow through on commitments.Enjoy working in a team environment and achieving daily goals.Certifications/Licenses
Property & Casualty Insurance License (Required)Life/Health Insurance License (Preferred)Behavioral Competencies
Pride and Ownership: Take Pride and Ownership in work you deliverCustomer Service: Deliver personalized, friendly and engaging serviceDependability: Follows through on responsibilities and maintains consistent work quality.Teamwork: Work collaboratively with co-workers to ensure timely and accurate commission processingTechnical Competencies
Technical Proficiency: Solid working knowledge of systems – agency management system, comparative rater and carrier underwriting systems.Communications: Strong verbal and written communication skills using high emotional intelligence when working with agents, carriers, and internal team members.Accuracy & Attention to Detail: Maintains high standards when entering and reconciling data.High Volumes & Fast Pace: Comfortable handling high volumes of data in a fast-paced environment.Time Management: Prioritizes tasks to meet department deadlines and processing cycles.Adaptability: Shift priorities, manage multiple responsibilities, and adapt to changes quickly.Problem Solving: Identifies discrepancies quickly and take corrective action or escalation appropriately.Work Environment & Physical Requirements
Office setting onsiteAbility to remain in a stationary position for prolonged periodsAbility to operate a computer and standard office equipmentAbility to lift to 10–20 lbs. (paper boxes, office supplies)Visual acuity required for reviewing financial dataStandard office noise levelsMinimal Travel requirementsWork Schedule: Monday–Friday, 8:00 AM–5:00 PMOvertime as required & approvedEqual Employment Opportunities
TWFG is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other protected characteristic.
Disclaimer
This job description is not intended to cover all activities, duties, responsibilities and standards of the position and may change at any time with or without notice. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states. Read LessPosition Summary
An Operations Support Associate is responsible for assisting TWFG agents by providing access to tools and resources to help them succeed. This includes systems access, carrier appointments, and market information. The primary focus of an Operations Support Associate is to provide excellent customer service to TWFG agents, which promotes the growth and profitability of TWFG.
Essential Responsibilities
List the Top 3 to 5 responsibilities in most time spent order and percent of time focused on these responsibilities up to 100%.
· Agent and producer onboarding – 40%
· Life and Health contracting/setup - 30%
· Help desk tickets – 20%
· Special projects – 10%
Key Internal & External Partners
AgentsCarriersInternal TWFG department teammates
Key Performance Indicators (KPIs)
Carrier appointments processedHelp desk tickets resolved (turnaround time)
Required Qualifications
Education & Experience
· Working knowledge of insurance agency operations
Preferred Qualifications
· Experience working with carrier and agency commission statements
· Excellent organizational and time management skills
· Adaptability with a strong talent for managing multiple projects
· Proficient in Word, Excel, Outlook, and web-based applications
· Licensing and contracting experience is a plus.
Certifications/Licenses
· Insurance license is a plus.
Core Competency
Behavioral Competencies
· Pride and Ownership: Take pride and ownership in work you deliver.
· Customer Service: Deliver personalized, friendly and engaging service.
· Dependability: Follow through on responsibilities and maintain consistent work quality.
· Teamwork: Work collaboratively with co-workers to ensure timely and accurate service for our agents.
Technical Competencies
· Technical Proficiency: Use systems, spreadsheets, and tools efficiently and effectively.
· Communications: Strong verbal and written communication skills using high emotional intelligence when working with agents, carriers, and internal team members.
· Accuracy & Attention to Detail: Maintain high standards when entering and reconciling data.
· High Volume & Fast Pace: Comfortable handling high volumes of data in a fast-paced environment.
· Time Management: Prioritize tasks to meet department deadlines and processing cycles.
· Adaptability: Shift priorities, manage multiple responsibilities, and adapt to changes quickly.
· Problem Solving: Identify discrepancies quickly and take corrective action or escalation appropriately.
Work Environment & Physical Requirements
· Office setting onsite
· Ability to remain in a stationary position for prolonged periods
· Ability to operate a computer and standard office equipment
· Ability to lift to 10–20 lbs. (paper boxes, office supplies)
· Visual acuity required for reviewing data
· Standard office noise levels
Work Schedule (for Hourly Employees)
Work Schedule: Monday–Friday, 8:00 AM–5:00 PMOvertime as required and approvedWork designation is an essential function of your position
Equal Employment Opportunities
TWFG is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other protected characteristic.
Disclaimer
This job description is not intended to cover all activities, duties, responsibilities and standards of the position and may change at any time with or without notice. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
TWFG (NASDAQ: TWFG) is a high-growth, independent distribution platform for personal and commercial insurance in the United States and represents hundreds of insurance carriers that underwrite personal lines and commercial lines risks. For more information, please visit twfg.com.
For Job Posting
TWFG – Our Policy is Caring!
The TWFG family is committed to taking care of our customers, our communities, our agents, and all our branches nationwide. If you are interested in joining the next generation of insurance professionals, you found the right place.
Compensation:
In addition to a salary commensurate with position and experience, TWFG offers a full range of benefits including:
· Medical/Dental/Vision Insurance
· Life Insurance
· 401K with a matching component
· LTD – (employer paid)
· Education reimbursement based on tenure
· Paid Time Off
· 9 Paid Holidays a year
Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states. Read Less