Represent 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 LessJob description:
Rotterdam, NY insurance agency seeking Commercial Lines CSR 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 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 LessPosition Summary
The Assistant Director of Commissions supports the Director of Commissions in overseeing TWFG’s onshore and off‐shore commission operations to ensure accurate, timely completion for payroll cycles. This mid‐management role bridges responsibilities between Commission Manager and Director—driving daily production health, exception resolution, KPIs/reporting, controls, and staff development. Supervisory responsibility for the Commission Processors.
Essential Responsibilities
Co‐manage daily processing priorities across on‐shore/off‐shore workgroups; monitor queues, throughput, and error rates. Review complex commission entries, reconciliations, sweep and direct‐bill logs; clear exceptions and elevate systemic issues. 30%Provide supervisory oversight for the Commission Processors, coaching and growing capability, complete performance reviews and development planning. Recruit, Interview and Train Commission Processors, building a comprehensive on-board training plan. Build training for current Processors, keep Standard Operating Procedures up-to-date and conduct QA spot checks. 20%Partners with carriers, agents, and internal stakeholders to resolve escalations rapidly and professionally. Drive process improvement, leveraging technology automation. Partnering closely with IT to identify business requirements, success measures, user acceptance testing and final approval to go live with enhancements. 20%Support pre‐close and close activities for commission cycles; serve as closing backup when delegated by the Director. 20%Prepare and deliver operational reports and close packs to Accounting; approve check print queues as delegated. 10%Key Internal & External Partners (Example Below)
AgentsCarriersInternal TWFG stakeholders (Accounting, Payroll & IT)
Key Performance Indicators (KPIs) (Example Below)
Cycle close timelinessDaily entry/reconciliation throughput vs. targetError/rework rate ≤ 5% targetReconciliation turnaround time ≤48-72 on average target days (varies by carrier)
Required Qualifications
Education & Experience
Associate degree or higher (Bachelor Degree Preferred) in Accounting/Business3–5+ years in insurance commission operations (agency or MGA), including direct‐bill and agency‐bill experience.3+ years leading a team of commission processors or similar rolesPreferred Qualifications
Technology process improvement experience, identify business requirements, success measures, user acceptance testing and final approval to go live with enhancementsInsurance Agent or Agency experience a plusSupervisory Responsibilities
Commission ProcessorsCore Competency
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
Team Leadership experience: focused on accountability, continuous improvement & growth.Relationship Management: Builds strong, trust‐based relationships with agency principals and producers. Uses regular engagement and consultative coaching to influence growth and performance.Communications: Strong verbal and written communication skills using high emotional intelligence when working with agents, carriers, and internal team members.Advanced Excel and Analytical Proficiency: comfort with high‐volume, fast‐paced environments.Technical Proficiency: Uses systems, spreadsheets, and tools efficiently and effectively.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 levelsTravel requirementsWork Schedule
Work Schedule: Monday–Friday, 8:00 AM–5:00 PMWork Designation is an essential function of your positionEqual 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 Less
We are seeking a highly experienced Commercial Lines Insurance Professional to join our team as an Inside Sales & Support Associate. This role is designed for a candidate with broad commercial lines expertise across multiple industries, coupled with strong, hands-on experience in trucking and transportation risks.
You will serve as a key resource to our agent network, supporting the placement, servicing, and structuring of a wide range of commercial accounts—from small businesses to more complex and specialized risks. Your transportation knowledge will be critical in supporting and growing that segment, while your overall commercial experience will allow you to contribute across the full book of business.
This position plays a vital role in driving technical accuracy, placement success, and service excellence, while helping elevate agent performance and confidence across commercial lines.
Key Responsibilities
Commercial Lines Agent Support & Risk Placement
Serve as a primary point of contact for agents on commercial lines accounts across multiple industriesReview submissions for completeness, underwriting quality, and market readinessAssist with marketing, quoting, negotiating, binding, and issuing new and renewal businessProvide strategic guidance on coverage structure, carrier selection, and risk placementSupport a wide range of accounts, including but not limited to:General liability, BOP, property, auto, umbrella, and workers’ compensationHabitational, contractors, retail, and service industriesTrucking, transportation, and motor carrier risks (key area of strength)Transportation Subject Matter Expertise
Act as a go-to resource for trucking and transportation accounts, including owner-operators and fleet risksProvide insight into carrier appetite, program options, and underwriting requirements specific to transportationReview and guide submissions involving driver qualifications, loss history, safety considerations, and regulatory exposureAssist in structuring transportation accounts with proper coverages (auto liability, cargo, physical damage, umbrella, etc.)Policy Servicing & Account Management
Support endorsements, renewals, and policy changes across commercial accountsHandle COIs, additional insured requests, and documentation requirementsMaintain accurate and detailed documentation within the agency management systemEnsure compliance with internal standards and carrier guidelinesAgent Training & Development
Provide guidance and mentorship to agents on commercial lines best practicesAssisting in educating agents on coverage interpretation, risk assessment, and submission qualityShare expertise in transportation risks to strengthen agency capabilities in that nicheOperational & Workflow Excellence
Manage a high volume of service and sales support requests through a ticketing system and phone communicationCollaborate with underwriters, carriers, and internal teams to move accounts efficientlyContribute to improving workflows, response times, and placement outcomesQualifications
Active Property & Casualty Insurance License (required)Minimum 5+ years of commercial lines insurance experienceStrong, well-rounded knowledge of commercial coverage across multiple industriesHands-on experience with trucking and transportation risks (required)Proven experience with submissions, marketing, and carrier negotiationsProficiency with agency management systems (Applied Epic, AMS360, or similar)Strong analytical, organizational, and problem-solving skillsExcellent communication and relationship-building abilitiesPreferred Qualifications
Experience working in a brokerage or agency supporting retail agentsEstablished familiarity with transportation carriers, MGAs, or specialty marketsExperience handling complex or middle-market accountsKnowledge of DOT/FMCSA considerations and transportation compliancePrior experience mentoring or supporting less experienced agentsWhat We Offer
Competitive salary plus performance-based incentivesOpportunity to work across a diverse commercial book with a growing transportation segmentA collaborative, high-performing team environmentCareer growth and advancement within commercial and specialty linesWhy Join Us?
At TWFG, we are focused on building depth and expertise across our commercial lines platform. This role is critical in supporting that vision—bringing both broad commercial knowledge and specialized transportation insight to help our agents succeed across all segments.
If you are an experienced commercial insurance professional who enjoys tackling complex risks, supporting others, and making significant contributions at a high level, we encourage you to apply.
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 have found 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 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 Less