Careers

FLSA Classification: Hourly/Non-Exempt

Position Summary

In this role, you will be the facilitator of positive and strategic relationships with our valued clients and insurance carrier partners. The primary objective of this role is to support our agency and our clients by being the Commercial Insurance subject matter expert programs and supporting our business in the following functions:

• Manage the entire account-service process
• Provide marketing information to carriers
• Prepare quotes and proposals
• Assist with client presentations
• Maintain renewal controls on expirations and binders
• Check and verify policies/endorsements/audits for accuracy
• Assist in coordinating premium financing and the collection of premiums
• Maintain accurate and organized account files
• Systematically use our Customer Relationship Module (CRM) to support our sales and renewal processes
• Develops trusted advisor relationships with clients and peers
• Effective time management skills
• Maintain accurate and organized account files
• Lead and support root cause analysis to help find great solutions for our clients and our agency
• Advocate continuously for our clients and our agency teams
• Demonstrate strategic thinking and innovation based on knowledge of the market, carriers, and products to help to support great outcomes for our clients
• Driving to root cause and helping to support and find great solutions to our client and agency challenges
• Service inbound client communications to facilitate resolution for the employer and the covered individual.
• Assist clients with understanding commercial insurance and the regulations and requirements affecting commercial insurance.
• Perform eligibility audits to assist with billing inquiries and challenges
• Explain client needs and concerns focusing on how various plan designs and recommendations address those issues.
• Review renewals, new business presentations, and open enrollment materials to ensure they are accurate and complete in content, compliant with company and regulatory guidelines, and reflect a professional appearance.
• Own the client life cycle process including client acquisition, development, and retention
• Provide strategic training, guidance, and support to our clients and Account Managers
• Build and sustain great relationships with our insurance carrier and advisory partners
• Advocating for our clients and our agency team.

Reporting Relationships

This position is accountable to the Chief Operating Officer.

Skills and Abilities

• Ability to identify exposures, obtain underwriting information and provide appropriate insurance coverages for client.
• Provide timely responses to clients, underwriters, and internal company requests.
• Recognize circumstances requiring assistance from leadership.
• Coordinate customer service with producer.
• Prepare accurate policy summaries and claim reports as needed.
• Work closely with internal departments: Claims, Sales, Risk Management, and Accounting to support the achievement of the best outcomes for our clients and the agency.
• Continue professional development and establish education goals with timeline for completion.
• Document all work activity carefully to help drive results
• Understand potential for errors or omissions and seek guidance when necessary.
• Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable.
• Ability to maintain professional relationships with customers, clients, and co-workers.
• Ability to adapt to change
• Demonstrate flexibility as priorities and deadlines can shift and change
• Ability to manage multiple assignments.
• Ability to work in and contribute to culture of teamwork and cooperation.
• Treat people with respect.
• Demonstrate initiative and ability to work independently.
• Be accountable for responsibilities of the position, meet deadlines, and live up to commitments.
• Other duties and responsibilities as assigned.
• Document all work activity carefully to help drive great results.

Core Traits/Competencies

• Ability to operationalize concepts with true business acumen
• Understanding of economic environment and effect on business
• Ability to complete high-volume workload, meet critical deadlines and work through constantly changing priorities with enthusiasm.
• Demonstrated ability to develop and deliver successful presentations to individuals and groups at all levels of an organization.
• Results oriented
• Business-owner advocate
• Stakeholder mentality
• Drive and vision
• Innately curious
• Demonstrated leadership ability
• Highly ethical

Education and Experience Requirements

• Possession of a valid California driver’s license with valid automobile insurance meeting agency criteria.
• Occasional travel to client locations and training
• Valid California Department of Insurance Property & Casualty License
• Minimum 3-10 years of experience with insurance agency handling commercial accounts.
• Minimum High School Diploma. Bachelor’s Degree in Business management, Human Resources management, Financial management, or another related field is preferred.
• Professional designation(s) - CIC, AAI, CPCU, ARM is preferred.

FLSA Classification: Salaried/Exempt

As Surety Bond Producer at Adamson & McGoldrick, you will be supporting our clients in creating, building, and sustaining great businesses. We do this by providing a high touch service model that actively engages client and their leadership teams where they work.

Like our clients, our team thrives in a fast-paced environment which requires the discipline to prioritize and effectively manage time and resources. If you enjoy diversity in the day and working with a broad spectrum of people, clients, and industries - this is an exciting opportunity to have a positive impact on the world by helping business owners and their teams build and sustain great businesses through great culture, people, and products.

Our Offerings

At Adamson & McGoldrick, our philosophy is to hire high level professionals and to provide them with a tools and resources to provide great service to our team and our clients We seek to provide best in class compensation and benefits including: a 401k plan, medical, dental, vision, insurance, paid vacation, and paid holidays.

Our work environment encourages critical, independent thinking, problem-solving and project-management. We trust our employees to make good decisions for our clients and we give them the space to do that.

The Role

We are looking for a dynamic person with high business acumen, strong leadership skills, and a passion for helping people achieve their goals. Our producers play a vital role in helping us to attract new clients.

To support our agency and our clients, you will lead in the following functions:

• Own and manage the client business development life cycle process including client acquisition, development, and retention
• Provide strategic training, guidance, and support to our clients and Account Managers
• Build and sustain great relationships with our insurance carrier and advisory partners
• Build and sustain great relationships with clients to help support them in their business

Standards of Performance

• Actively support and incorporate company mission and core values into daily activities
• Maintain a positive and respectful attitude with colleagues
• Work as a team member to achieve departmental and overall company goals
• Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity
• Provides expert guidance, strategy, and best practices to clients with regards to risk management and insurance.
• Travel to clients work locations to help support clients on site with their business affairs.
• Demonstrate leadership skills and continually lead by example
• Consistently reports to work on time prepared to perform duties of the position

Skills and Abilities

• Ability to identify exposures, obtain underwriting information and provide expert recommendations about appropriate insurance coverages for client.
• Timely response to client, underwriter and internal department requests.
• Analyze exposures for new and renewal clients to help ensure clients have the insurance they need to meet their goals and comply with legal requirements
• Support and assist in the preparation of comprehensive submissions for marketing.
• Coordinate customer service with Account Managers
• Ability to maintain professional relationships with customers, clients, and co-workers.
• Ability to adapt to change
• Ability to work in and contribute to culture of teamwork and cooperation.
• Treat people with respect.
• Demonstrate initiative and ability to work independently.
• Be accountable for responsibilities of the position, meet deadlines, and live up to commitments.
• Highly ethical
• Understands business owners and our client base and focuses efforts accordingly
• Drive top line revenue and supports efforts to drive bottom line results for the agency through focused sales activity and new channel development
• Align prospective clients with our support teams to help facilitate great experiences for our teams and our clients
• Strong analytical, negotiating, organizational, and decision-marking skills
• Effective time management skills

Education and Experience Requirements

• Minimum of high school diploma, college degree preferred.
• Minimum 5-10 years of experience with insurance agency and / or carrier – specifically handling surety bonds and construction
• Appropriate professional designation(s) - CIC, AAI, CPCU, ARM a plus.
• Licensed P&C Broker

FLSA Classification: Salaried/Exempt

As Property and Casualty Insurance Broker / Producer at Adamson & McGoldrick, you will be supporting our clients in creating, building, and sustaining great businesses. We do this by providing a high touch service model that actively engages client and their leadership teams where they work.

Like our clients, our team thrives in a fast-paced environment which requires the discipline to prioritize and effectively manage time and resources. If you enjoy diversity in the day and working with a broad spectrum of people, clients, and industries - this is an exciting opportunity to have a positive impact on the world by helping business owners and their teams build and sustain great businesses through great culture, people, and products.

Our Offerings

At Adamson & McGoldrick, our philosophy is to hire high level professionals and to provide them with a tools and resources to provide great service to our team and our clients We seek to provide best in class compensation and benefits including: a 401k plan, medical, dental, vision, insurance, paid vacation, and paid holidays.

Our work environment encourages critical, independent thinking, problem-solving and project-management. We trust our employees to make good decisions for our clients and we give them the space to do that.

The Role

We are looking for a dynamic person with high business acumen, strong leadership skills, and a passion for helping people achieve their goals. Our producers play a vital role in helping us to attract new clients.

To support our agency and our clients, you will lead in the following functions:

• Own and manage the client business development life cycle process including client acquisition, development, and retention
• Provide strategic training, guidance, and support to our clients and Account Managers
• Build and sustain great relationships with our insurance carrier and advisory partners
• Build and sustain great relationships with clients to help support them in their business

Standards of Performance

• Actively support and incorporate company mission and core values into daily activities
• Maintain a positive and respectful attitude with colleagues
• Work as a team member to achieve departmental and overall company goals
• Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity
• Provides expert guidance, strategy, and best practices to clients with regards to risk management and insurance.
• Travel to clients work locations to help support clients on site with their business affairs.
• Demonstrate leadership skills and continually lead by example
• Consistently reports to work on time prepared to perform duties of the position

Skills and Abilities

• Ability to identify exposures, obtain underwriting information and provide expert recommendations about appropriate insurance coverages for client.
• Timely response to client, underwriter and internal department requests.
• Analyze exposures for new and renewal clients to help ensure clients have the insurance they need to meet their goals and comply with legal requirements
• Support and assist in the preparation of comprehensive submissions for marketing.
• Coordinate customer service with Account Managers
• Ability to maintain professional relationships with customers, clients, and co-workers.
• Ability to adapt to change
• Ability to work in and contribute to culture of teamwork and cooperation.
• Treat people with respect.
• Demonstrate initiative and ability to work independently.
• Be accountable for responsibilities of the position, meet deadlines, and live up to commitments.
• Highly ethical
• Understands business owners and our client base and focuses efforts accordingly
• Drive top line revenue and supports efforts to drive bottom line results for the agency through focused sales activity and new channel development
• Align prospective clients with our support teams to help facilitate great experiences for our teams and our clients
• Strong analytical, negotiating, organizational, and decision-marking skills
• Effective time management skills

Education and Experience Requirements

• Minimum of high school diploma, college degree preferred.
• Minimum 5-10 years of experience with insurance agency and / or carrier handling commercial accounts.
• Appropriate professional designation(s) - CIC, AAI, CPCU, ARM a plus.
• Licensed P&C Broker

FLSA Classification: Salaried/Exempt

As Health Benefits Insurance Broker / Producer at Adamson & McGoldrick, you will be supporting our clients in creating, building, and sustaining great businesses. We do this by providing a high touch service model that actively engages client and their leadership teams where they work.

Like our clients, our team thrives in a fast-paced environment which requires the discipline to prioritize and effectively manage time and resources. If you enjoy diversity in the day and working with a broad spectrum of people, clients, and industries - this is an exciting opportunity to have a positive impact on the world by helping business owners and their teams build and sustain great businesses through great culture, people, and products.

Our Offerings

At Adamson & McGoldrick, our philosophy is to hire high level professionals and to provide them with a tools and resources to provide great service to our team and our clients We seek to provide best in class compensation and benefits including: a 401k plan, medical, dental, vision, insurance, paid vacation, and paid holidays.

Our work environment encourages critical, independent thinking, problem-solving and project-management. We trust our employees to make good decisions for our clients and we give them the space to do that.

The Role

We are looking for a dynamic person with high business acumen, strong leadership skills, and a passion for helping people achieve their goals. Our producers play a vital role in helping us to attract new clients.

To support our agency and our clients, you will lead in the following functions:

• Own and manage the client business development life cycle process including client acquisition, development, and retention
• Provide strategic training, guidance, and support to our clients and Account Managers
• Build and sustain great relationships with our insurance carrier and advisory partners
• Build and sustain great relationships with clients to help support them in their business

Standards of Performance

• Actively support and incorporate company mission and core values into daily activities
• Maintain a positive and respectful attitude with colleagues
• Work as a team member to achieve departmental and overall company goals
• Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity
• Provides expert guidance, strategy, and best practices to clients with regards to risk management and insurance.
• Travel to clients work locations to help support clients on site with their business affairs.
• Demonstrate leadership skills and continually lead by example
• Consistently reports to work on time prepared to perform duties of the position

Skills and Abilities

• Ability to identify exposures, obtain underwriting information and provide expert recommendations about appropriate insurance coverages for client.
• Timely response to client, underwriter and internal department requests.
• Analyze exposures for new and renewal clients to help ensure clients have the insurance they need to meet their goals and comply with legal requirements
• Support and assist in the preparation of comprehensive submissions for marketing.
• Coordinate customer service with Account Managers
• Ability to maintain professional relationships with customers, clients, and co-workers.
• Ability to adapt to change
• Ability to work in and contribute to culture of teamwork and cooperation.
• Treat people with respect.
• Demonstrate initiative and ability to work independently.
• Be accountable for responsibilities of the position, meet deadlines, and live up to commitments.
• Highly ethical
• Understands business owners and our client base and focuses efforts accordingly
• Drive top line revenue and supports efforts to drive bottom line results for the agency through focused sales activity and new channel development
• Align prospective clients with our support teams to help facilitate great experiences for our teams and our clients
• Strong analytical, negotiating, organizational, and decision-marking skills
• Effective time management skills
• Developing trusted advisor relationships with client contacts through effective communication and proactive sharing of A&M intellectual capital, relative industry trends, and events
• Setting strategic direction within A&M and creating demand for new services in the marketplace including presentations at industry seminars and conferences when needed
• Developing and maintaining a broad understanding of health and welfare plans with a working knowledge of benefits and A&M consulting solutions offered to clients
• Understanding the current and ongoing health and welfare consulting landscape, A&M’s competitors, as well as understanding what differentiates A&M from others in the industry

Education and Experience Requirements

• Minimum 5-10 years of experience with insurance agency and / or carrier handling commercial accounts.
• Minimum High School Diploma. Bachelor’s Degree in Business management, Human Resources management, Financial management, or other related field is preferred.
• 5+ years’ experience in an employee benefits related vendor management role
• Experience in wellness programs – preferred
• Experience in short and long-term disability benefits – preferred
• Experience with large scale project management, including implementations of new benefit vendors/plans – required
• Experience with High Deductible Health Plans (HDHP), HSAs and FSAs – desired
• Licensed Health Benefits Broker