Account Service Manager – Commercial Lines

The Account Service Manager will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion to meet those service levels.

The ASM has superior product knowledge and is familiar with the specific products offered by the Agency’s carriers. The Account Service Manager is responsible for assisting clients with service needs and making the required changes to existing accounts. The ASM will work with the appropriate agency personnel to design and recommend proper insurance and risk management programs to Agency clients.

Responsibilities

• Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Researches an issues root cause, implements and resolves policy-related issues
• Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
• Provides expertise in strategic planning and consultative advice to clients.
• Gathers and compiles exposure information from the Client.
• Establish an expertise in exposure evaluation
• Participates in negotiations with carriers for new and renewal quotes with oversight
• Reviews quotes, binders, and endorsements and makes requests for changes as needed
• Receives policy, then updates and completes policy check to ensure completeness
• Inputs Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Performs other responsibilities and duties as needed

Qualifications

• Property and Casualty License
• Strong to excellent communication skills are required
• Strong knowledge of Microsoft Office Suite (Outlook and Excel)
• Ability to complete continuing education requirements
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time to meet deadlines

Commercial Lines Account Manager

Location: Shillington, PA
Work Arrangement: Hybrid/On-site flexibility

Position Overview

Our client, a growing and well-established independent insurance agency, is seeking an experienced Commercial Lines Account Manager to join their team. This individual will manage and a portfolio of commercial insurance accounts while providing exceptional service, developing strong client relationships, and supporting overall agency growth.

Responsibilities

• Manage a diverse portfolio of commercial insurance accounts
• Serve as the primary point of contact for assigned clients
• Build and maintain strong client relationships through proactive communication
• Review coverage needs and provide insurance solutions tailored to client objectives
• Coordinate renewals, endorsements, certificates, and policy changes
• Collaborate with producers, carriers, and internal service teams
• Identify opportunities for account rounding and account growth
• Ensure a high level of client retention and satisfaction

Qualifications

• 3+ years of commercial insurance experience preferred
• Strong knowledge of commercial lines coverage including property, casualty, and related products
• Experience managing a book of business independently or as part of a team
• Excellent communication and relationship-building skills
• Strong organizational skills and attention to detail
• Ability to prioritize multiple client needs in a fast-paced environment
• Active Property & Casualty insurance license preferred
• Bachelor’s degree preferred, but not required

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Commercial Lines Account Manager

Location: York County, PA
Work Arrangement: Hybrid/On-site flexibility

Position Overview

Our client, a growing and well-established independent insurance agency, is seeking an experienced Commercial Lines Account Manager to join their team. This individual will manage and a portfolio of commercial insurance accounts while providing exceptional service, developing strong client relationships, and supporting overall agency growth.

Responsibilities

• Manage a diverse portfolio of commercial insurance accounts
• Serve as the primary point of contact for assigned clients
• Build and maintain strong client relationships through proactive communication
• Review coverage needs and provide insurance solutions tailored to client objectives
• Coordinate renewals, endorsements, certificates, and policy changes
• Collaborate with producers, carriers, and internal service teams
• Identify opportunities for account rounding and account growth
• Ensure a high level of client retention and satisfaction

Qualifications

• 3+ years of commercial insurance experience preferred
• Strong knowledge of commercial lines coverage including property, casualty, and related products
• Experience managing a book of business independently or as part of a team
• Excellent communication and relationship-building skills
• Strong organizational skills and attention to detail
• Ability to prioritize multiple client needs in a fast-paced environment
• Active Property & Casualty insurance license preferred
• Bachelor’s degree preferred, but not required

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

We’ve been retained by a global leader in natural color solutions serving the food, beverage, and pet food industries. With a passion for innovation and a commitment to helping manufacturers create more naturally vibrant products, our client is growing rapidly and expanding its commercial team!

We’re seeking an Account Manager or Senior Account Manager, based on experience, to play a key role in growing the business throughout the Southeast. This is an exciting opportunity for a commercially driven ingredient or flavor sales professional who enjoys building relationships, uncovering new opportunities, and helping customers turn innovative ideas into successful products. The role is a remote position, with a preference for candidates located in North Carolina, South Carolina, Georgia, or Florida.

In this role, you’ll be responsible for driving profitable growth across an established customer base while opening doors to new business. You’ll serve as a trusted commercial partner to customers, bringing together market insight, product knowledge, and internal expertise to solve challenges and create new opportunities.

• Drive Growth: Meet or exceed annual sales objectives by expanding existing business and winning new opportunities.
• Build Strategic Partnerships: Develop strong, multi-level relationships with key customer accounts and become a trusted resource for their business.
• Develop New Business: Generate, qualify, pursue, and convert new sales opportunities across the territory.
• Own Account Strategy: Develop and execute strategic account plans that align your customer’s goals with opportunities for growth.
• Lead Commercial Discussions: Negotiate pricing, commercial agreements, and contracts while leveraging strong product and market knowledge.
• Be a Customer Champion: Provide customers with timely insight into products, pricing, market trends, innovations, and solutions.
• Collaborate Across the Business: Partner with Technical, Marketing, Operations, Customer Service, and Product Management teams to deliver exceptional customer experiences.
• Support Innovation: Help customers bring new products to market by supporting product development from initial concept through commercialization.
• Provide Market Intelligence: Bring valuable customer, competitive, and market insights back to the organization.
• Own the Sales Forecast: Prepare monthly sales forecasts, portfolio reviews, and accurate sales reporting for management.

Qualifications:

• Bachelor’s degree in a related field.
• Account Manager: 4–6 years of ingredient or flavor sales experience serving food and beverage manufacturers.
• Senior Account Manager: 7–10 years of ingredient or flavor sales experience serving food and beverage manufacturers.
• Proven ability to grow existing accounts and develop new business.
• Strong negotiation, communication, presentation, and relationship-building skills.
• Excellent analytical and technical problem-solving abilities.
• Ability to develop and execute both short- and long-term account strategies.
• Technical aptitude and the ability to understand customer challenges and connect them with the right solutions.
• A self-motivated, entrepreneurial mindset with the ability to work independently in a remote environment.
• A genuine passion for food, beverage, ingredients, and customer innovation.
• Proficiency with Microsoft Office and Salesforce.
• Ability and willingness to travel 50–60% throughout the territory.

Senior Actuarial Analyst

Our client is a well respected Property & Casualty Insurance Organization and they have Retained The Carlisle Group to conduct a search for a Senior Actuarial Analyst. This position would focus more on Pricing and our client does not require Actuarial designations. This position is 100% remote.


JOB DESCRIPTION

• Loss Cost / Rule Development

• Create loss costs, rates and rules for insurance products for multiple P&C lines of business for individual member companies.
• Prepare filing exhibits and memorandums as needed for filings with the various insurance departments.
• Meet changing market needs as well as regulatory and legislative requirements.

• Statistical Data Analysis

• Data extraction, manipulation and analysis
• Preparation of reports
• Review of Statistical Plan and preparation of improvement recommendations

REQUIREMENTS

• 5 years minimum of P&C Insurance experience including understanding of standard actuarial techniques and the state filing and approval process.
• Insurance designation course work preferable.
• College degree required (quantitative major such as Math, Actuarial Science, Accounting or related field).

SKILLS

• Ability to work independently
• Judgment in evaluating data
• Ability to research and develop insurance pricing, products and enhancement recommendations
• Proficient in business software, i.e., Microsoft Office, especially Excel and Word
• Ability to perform arithmetical operations and verify mathematical calculations
• Capable of adapting existing guidelines to varied situations
• Ability to determine and reshuffle priority of work as necessary to multi task and operate in a deadline sensitive environment
• Strong organizational skills and attention to detail
• Ability to read, write and speak the English language and compose correspondence highly professional and tactful manner
• Visual acuity sufficient to accurately review and proof information
• Auditory ability to use a telephone.
• Willing and able to travel as required to out-of-town locations and use public transportation (automobiles, buses, airplanes, etc.)
• Willing and able to work required overtime when necessary to meet operating and business requirements.

JOB DUTIES

• Review, decipher, and analyze key insurance company rate/rule filings.
• Summarize and report filings on key material elements of rate/rule filings including:

• Rating algorithms
• Rating elements
• Key relativities/factors including (but not limited to):
  • Deductibles
  • Construction / protection classes and factors
  • Base limits and limits offered
  • Amount of insurance relativities
  • Class plans and factors
  • Coverage options
  • Rating tiers

• Construct valid comparisons of base loss costs for all reviewed companies in a single state/market:

• Same limit
• Same coverage
• Same deductible
• Same key rating parameters
• Consistent conversion of rates to loss costs

• Document research and analysis results with filing quality exhibits as needed.
• Advise on the development of new/revised rating algorithms and key rating elements.
• Advise and suggest on the development of new/revised manual rules.
• Draft Actuarial Filing Memorandums for market analysis rate development efforts.
• Assist (as needed) Product Analysts with responses to Insurance Department questions.
• Represent at various industry meetings and conferences.
• Recommend value added services and programs to current member companies and prospects.
• Review each project and set a realistic deadline.
• Keep abreast of current P&C topics through research, webinars, publications, etc.

MEMBER COMPANY CONTACT

• Communicate with our member companies as needed to discuss filings, loss costs, rules, actuarial documentation, and state objections and answer company questions.

EXTERNAL VENDORS & BOARD CONTACT

• Communicate with various state departments of insurance and outside professional consultants exclusively for business.
• Contact with Board as requested by management.

The Carlisle Group has been retained by a law firm that is part of a multi-disciplinary planning group to search for an Associate Attorney to add to their team. The law firm was established over 17 years ago and has senior partners with decades of experience. The firm specializes in law for both individuals and businesses. On the business law side, they specialize in entity formation, succession planning, contracts, tax advice, and commercial real estate. On the personal law side, they specialize in estate planning and administration, charitable planning, real estate, elder law, and special needs planning. There are two established locations that this person will support for business and personal law clients in New York. This law firm also has 2 offices in PA. We are looking for a professional who lives in the greater Corning, NY area. The salary range is up to $110k plus an annual bonus.

Essential Duties & Responsibilities:

• Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate.
• Personal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planning.
• Meet clients to understand their unique goals and assets.
• Be a trusted advisor to clients and build relationships.
• Grow the portfolio of clients.
• Deepen networks.
• Conduct legal research and analysis to ensure compliance with federal, state, and local laws and regulations.
• Represent clients in court proceedings, hearings, and negotiations, as necessary.
• Collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives.
• Conduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets.
• Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives.
• Advise clients on tax implications, asset protection strategies, and charitable giving options.
• Review and update existing estate plans as needed.
• Draft and revise legal documents with accuracy and attention to detail.
• Ensure all documents comply with applicable state and federal laws.
• Explain complex legal concepts to clients in a clear and understandable manner.
• Obtain client signatures and witness documents as required.
• Cultivate and promote relationships with key business partners and foster and promote a culture of compliance.
• Collaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategies.
• Maintain accurate and organized case files, documentation, and correspondence.
• Build and maintain strong client relationships through responsive communication and exceptional service.
• Respond to phone calls, texts, and e-mails in a timely fashion.
• Follow and adhere to Company policies, procedures, and guidelines.
• Willing to learn about the industry and help us maintain and grow our marketplace position.
• Attend business meetings and training as required.
• Perform other administrative tasks and special projects as assigned.

Experience (required):

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the New York State Bar and in good standing.
• NY license.
• 2+ years of experience as an associate attorney.
• Analytical, legal research, and writing skills.
• Understand the importance of creating rapport, developing trust, and becoming a holistic advisor for clients and their families.
• Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines.
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams
• CRM software experience.

Experience (preferred):

• Understanding of estate and tax planning.
• Understanding of business planning.
• Understanding of elder law.
• Demonstrated the ability to lead and inspire a team to achieve operational excellence.
• Clio CRM experience.

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

What began as a single-facility machine shop has grown into a two-location, multi-market precision manufacturer whose customer-first culture now serves the most demanding programs in national defense alongside the leading names in commercial industry. That disciplined diversification has positioned the company for its next chapter — and for the President and CEO who will lead it.

Today, this privately held company employs 110 people in 2 locations with revenue at 32 million dollars annually. The company has a thriving Aerospace & Defense line of business with more than 800 Level 1 contracts awarded. Commercial lines of business include relationships with the top four elevator industry OEM’s, and transportation OEM’s.

JOB RESPONSIBILITIES:

• Total ownership and commitment to corporate safety, financial performance, customer relationships, partnerships and manufacturing outcomes, involving over 200,000 sq. ft. of manufacturing and office space on multiple campuses.
• Actively champion a culture of kaizen and lean manufacturing, controlling enterprise resources, and production strategies to ensure the most efficient and effective utilization of materials, equipment and labor.
• Perpetuate and enhance an environment which, daily, promotes employee development. Ensure succession from within.
• Provide executive direction in partnerships including a $40M joint venture delivering complete elevator systems, and a mature office of government contracting.
• Collaborate with the Chair and corporate boards, on key financial decisions, product direction, corporate culture, vision, values and executive assignment.

PROFILE AND QUALIFICATIONS:

• Bachelor’s degree in Business or Engineering (MBA Preferred)
• Manufacturing experience with a strong Metal Fabrication, Machining, Welding and Assembly background. Engineering and Quality “best practice” point of reference.
• Experience leading Aerospace and Defense contract manufacturing.
• Experience and strong track record with the development of people and building bench strength
• 10 plus years of experience in a senior level, leadership role. Preference is for candidates with experience in roles that had total ownership of Profit / Loss, and Sales results.
• Demonstrated ability to drive changes through influence and collaboration in a team environment.
• Excellent communication, presentation and relationship management skills, collaborative style effective internal and external relations.
• Position reports to the Chair of the Board.

FOR FURTHER INFORMATION, CONTACT:

Travis Walker – Senior Search Consultant

Email: tww@tcgrecruit.com

Office: 717.254.4839

Mobile: 717.448.3623

CEO/General Manager

Gem City Market – Dayton, Ohio
Retained Search Partner: The Carlisle Group
Salary Range: $90,000 – $115,000

The Carlisle Group is pleased to be partnered on a retained search with Gem City Market in Dayton, Ohio, in the search for their next CEO/General Manager.

Gem City Market is a community-centered, full-service grocery cooperative created to bring quality, affordable food to a diverse, low- to moderate-income neighborhood in Dayton. More than simply a grocery store, Gem City Market is committed to being a pillar of the community it serves—helping strengthen the local culture, creating opportunity, and providing a welcoming place where neighbors can shop, connect, and thrive.

The co-op is seeking an entrepreneurial, community-minded grocery leader who can balance mission and margin—someone who understands that a successful cooperative must deliver both meaningful community impact and strong financial performance. The CEO/General Manager will have the opportunity to lead the Market into its next chapter while ensuring that customers receive quality products at affordable prices in a clean, welcoming, and inclusive environment.

Living in Dayton

Dayton offers an appealing combination of affordability, accessibility, community, and opportunity. Located in southwest Ohio, Dayton provides the amenities of a larger metropolitan area while retaining a strong sense of neighborhood and community.

The city has a rich history of innovation, entrepreneurship, and community involvement and is home to a diverse collection of neighborhoods, restaurants, arts and cultural attractions, parks, and outdoor recreation. Residents enjoy access to an extensive regional park system, the great Miami River, biking and hiking trails, and numerous opportunities to enjoy the outdoors.

Dayton’s location is another advantage. Cincinnati and Columbus are both within approximately an hour’s drive, while Cleveland and Indianapolis are accessible within a few hours. The region offers a relatively affordable cost of living compared with many larger U.S. metropolitan areas, making Dayton an attractive place to build both a career and a life.

For a leader who wants to make a tangible difference in a community while enjoying a high quality of life, Dayton presents a compelling opportunity.

Position Purpose

The CEO/General Manager is responsible for leading Gem City Market as a successful, financially sustainable cooperative while advancing the goals and purposes established by the Board of Directors.

The CEO/General Manager will ensure that the Market:

• Operates efficiently and ultimately profitably.
• Provides quality, affordable groceries that meet the needs of its customers.
• Maintains a clean, welcoming, and inclusive shopping environment.
• Builds a positive culture for employees and the broader community.
• Advances the cooperative’s mission and role as a community institution.
• Remains responsive to the needs of the diverse, low- to moderate-income neighborhood it serves.

The CEO/General Manager will bring together the disciplines of grocery operations, financial management, merchandising, people leadership, marketing, and community engagement to ensure the continued success of Gem City Market.

Overview of Responsibilities

Operations

• Lead an efficient, customer-focused, and ultimately profitable cooperative grocery operation.
• Create a positive store atmosphere and build a motivated, accountable staff team.
• Maintain current knowledge of grocery retailing, industry trends, and best practices, particularly those applicable to cooperative markets and urban, low- to moderate-income communities.
• Develop and maintain productive relationships with market partners, wholesale distributors, local markets, and other industry resources.
• Establish and maintain an appropriate product mix that meets shopper needs while supporting financial objectives.
• Develop and execute a margin strategy that allows Gem City Market to remain price competitive while maintaining adequate cash flow.
• Ensure compliance with all applicable laws, regulations, licenses, permits, health requirements, and employment standards.
• Continuously evaluate operational performance and identify opportunities to improve efficiency, customer service, and profitability.

Financial Management & Strategic Planning

• Develop and recommend long- and short-range plans designed to achieve the cooperative’s purposes and strategic objectives.
• Direct the financial operations of the cooperative and maintain accountability for the organization’s financial performance.
• Develop operating, capital, and cash budgets for Board approval and manage the business within approved financial parameters.
• Provide regular, meaningful financial and operational reporting to the Board of Directors.
• Monitor key grocery industry metrics and use financial and operational data to make informed decisions.
• Identify new business opportunities and make recommendations to the Board regarding potential growth, partnerships, and innovation.
• Participate in regional and national cooperative and grocery industry events to remain connected to emerging trends and best practices.

People & Culture

• Determine the appropriate staffing structure and maintain clear, effective job descriptions.
• Hire management personnel and oversee the hiring, training, development, and retention of Market staff.
• Create a positive, productive, inclusive, and accountable workplace culture.
• Manage and evaluate employees while providing timely coaching, feedback, recognition, and accountability.
• Establish appropriate compensation structures based upon the budget, local labor market, and competitive conditions.
• Organize staffing to promote a fair distribution of work while maintaining excellent customer service.
• Develop and maintain an effective employee benefits program.
• Build a culture where employees understand the Market’s mission and their role in delivering it.

Marketing & Community Engagement

• Develop and execute an effective advertising and marketing strategy that maintains strong public awareness of Gem City Market and its products and services.
• Ensure marketing activities are executed within established budgetary guidelines.
• Communicate effectively with cooperative members, customers, employees, community partners, and other stakeholders.
• Prepare or oversee the preparation of the annual report and other communications to the cooperative’s members and community.
• Ensure that store displays, signage, promotions, and merchandising effectively support sales and customer engagement.
• Strengthen Gem City Market’s position as a trusted and visible community institution.
• Identify opportunities to deepen relationships with local organizations, businesses, producers, and community partners.

Reporting Relationships

The CEO/General Manager reports directly to the Board of Directors, which includes Market staff and members of the community.

The Board is responsible for establishing the organization’s overall direction, goals, and expectations, while the CEO/General Manager is responsible for leading day-to-day operations and executing the strategy established by the Board.

The CEO/General Manager has the authority to hire, direct, structure, develop, and evaluate all other Market staff.

The successful candidate will understand the importance of building a strong, collaborative relationship with the Board based on trust, transparency, accountability, and open communication.

Qualifications

The ideal candidate will bring a combination of grocery retail expertise, financial acumen, leadership ability, entrepreneurial thinking, and a genuine commitment to community.

Grocery Retail Leadership

• Minimum of five years of successful experience managing a retail grocery store.
• Strong understanding of grocery store operations and the various departments required to achieve sales, margin, labor, and profitability goals.
• Demonstrated understanding of key grocery industry metrics and how to use them to drive performance.
• Experience managing both retail and administrative functions.
• Knowledge of current grocery industry trends and competitive dynamics.
• Experience with merchandising and marketing in highly competitive grocery markets.

Financial Management

• Demonstrated bottom-line accountability for a grocery or retail operation.
• Strong understanding of financial variables and their relationship to overall business performance.
• Experience developing and managing operating, capital, and cash budgets.
• Ability to analyze financial and operational information and translate it into effective business decisions.
• Demonstrated ability to balance affordability and customer needs with margin, cash flow, and profitability requirements.

Leadership & People Management

• Proven ability to motivate, lead, and coordinate people to achieve organizational objectives.
• Experience hiring, training, evaluating, developing, compensating, and, when necessary, terminating employees.
• Ability to establish clear expectations and hold people accountable.
• Strong listening skills and the ability to both give and receive constructive feedback.
• Self-aware, self-motivated, and comfortable taking ownership of decisions and outcomes.
• Ability to handle multiple priorities and demands while maintaining focus on the organization’s most important objectives.

Cooperative & Community Leadership

• Genuine understanding of and appreciation for the cooperative business model.
• Ability to articulate what makes a cooperative different and how cooperative principles influence decision-making.
• Experience working effectively with a Board of Directors.
• Ability to build trust with Board members, employees, customers, and community stakeholders.
• Service-oriented leadership style with a genuine interest in improving the community served by the organization.
• Experience working in a food desert, food-insecure, or low-income community is highly valued.

Strategic & Entrepreneurial Thinking

• Ability to make difficult decisions and take appropriate risks when necessary.
• Strong problem-solving skills, including the ability to identify root causes and develop practical solutions.
• Entrepreneurial mindset with the ability to recognize and pursue opportunities for innovation and growth.
• Ability to maintain momentum and lead change with a sense of urgency.
• Willingness to seek outside expertise and perspectives when appropriate.
• Ability to balance immediate operational demands with the long-term health and sustainability of the cooperative.

The Opportunity

This is a unique opportunity for a hands-on grocery leader and community-minded executive to lead an organization with a purpose that extends well beyond the four walls of a grocery store.

The next CEO/General Manager will have the opportunity to strengthen Gem City Market’s financial and operational performance while helping fulfill its larger role as a source of affordable food, employment, connection, and opportunity within the Dayton community.

For the right leader, this is more than an opportunity to run a grocery store. It is an opportunity to help build a stronger community through grocery retail.

Interested candidates should contact Brett Myers, Managing Director of The Carlisle Group, for more information regarding this retained search at bcm@tcgrecruit.com.

The salary range provided is a good faith estimate representative of potential geographic considerations. Final compensation will be determined based on experience, skills, and other relevant factors. Benefits are subject to the terms of the applicable plan documents.

Do you live near State College Pennsylvania or would you like to relocate to the area? Than this position may be right for you.

Senior Claims Representative- Multi-Line

The Carlisle Group has been Retained to conduct a search for a Senior Claims Representative (Multi Line). Our client is an A rated Mutual Insurance company and they are looking for a Senior Claims Rep to investigate, evaluate, and settle multi-line claims within established authority level, including those of complexity and high exposure.

Essential Functions:

• Determines coverage and investigates claims:
• Makes personal, written, or telephone contact with general public, reporting agencies, and suppliers of services/goods.
• Reviews and interprets policies to determine coverage.
• Reviews records and documentation.
• Takes telephone-recorded statements from insureds, claimants, and witnesses involved.
• Determines liability.
• Determines amount of loss/damage.
• Makes assignments to appraisers or independent adjusters as needed.
• Orders police reports.
• Indexes injured insured and claimants; follows Medicare reporting requirements and files PLR.
• Assigns independent adjusters; independent appraisers; and experts to assist in the investigation and evaluation of the claim.
• Utilizes counsel to assist in coverage and / or investigation of claims.

• Determines settlement values:
• Utilizes information gained from claim investigations, applicable regulations, and policy provisions or limits.
• Reviews reserves:
• Reviews reserves on a 30-day basis.
• Modifies as necessary, within established authority, or seeks appropriate approvals.
• Develops and documents claims files.
• Establishes and maintains a 30-day diary to updated file handling.
• Negotiates with insureds, claimants, or legal representatives; settles claims promptly, fairly, and within established authority.
• Issues claim and expense payments.
• Secures appropriate approvals for check requisition on claims exceeding authority.
• Pursues other carriers for subrogation and determines percent of liability (non-auto claims).
• Handles non-auto salvage
• Ensures compliance with the Unfair Claim Practices Act and Good Faith Claim Handling regulation.
• Participates in claim orientation for Underwriting personnel, helping with analysis of coverage and/or claim situations.
• Performs other miscellaneous duties as assigned or directed.

Qualifications/Basic Job Requirements:

• Bachelor’s degree or equivalent education and experience combination
• Proficient interpersonal relations and communications skills (both written and verbal)
• Thorough knowledge of claims law
• Proficient analytical and problem solving skills
• Capacity to work well independently
• Moderate computer knowledge
• Demonstrated organizational and time management abilities
• Demonstrated abilities to deal with a variety of personalities
• Minimum of five years’ experience with investigation, management, and negotiation of liability and property claims in states of operation

Commercial Lines Account Manager

Location: Florham Park, NJ
Work Arrangement: Hybrid/On-site flexibility
Salary: $75,000 – $85,000

Position Overview

Our client, a growing and well-established independent insurance agency, is seeking an experienced Commercial Lines Account Manager to join their team. This individual will manage and a portfolio of commercial construction and real estate insurance accounts while providing exceptional service, developing strong client relationships, and supporting overall agency growth.

Responsibilities

• Manage a portfolio of commercial insurance accounts
• Serve as the primary point of contact for assigned clients
• Build and maintain strong client relationships through proactive communication
• Review coverage needs and provide insurance solutions tailored to client objectives
• Coordinate renewals, endorsements, certificates, and policy changes
• Collaborate with producers, carriers, and internal service teams
• Identify opportunities for account rounding and account growth
• Ensure a high level of client retention and satisfaction

Qualifications

• 8+ years of commercial insurance experience within in an independent insurance agency
• Strong knowledge of commercial lines coverage including property, casualty, and related products, specifically related to construction & real estate.
• Experience managing a book of business independently or working directly with a producer
• Excellent communication and relationship-building skills
• Strong organizational skills and attention to detail
• Ability to prioritize multiple client needs in a fast-paced environment
• Active Property & Casualty insurance license preferred
• Bachelor’s degree preferred, but not required

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

The Carlisle Group has been retained to search for a Commercial Lines Underwriter. Our client is in the greater Jackson, MS area. They are an MGA/Broker specializing in surplus lines business. They were founded in 1973. They write commercial and personal lines property and casualty insurance in MS, AL, AR, LA, OK, and MO. This is a remote location opportunity. We can have candidates who live in TX, MS, AR, OK, LA, AL, or MO. This opportunity is open due to growth of the company.

This MGA represents many well-known companies, including being a Lloyds of London cover holder. They are seeking an experienced commercial underwriter to evaluate, rate, or decline new business. The Commercial Underwriter will work closely with agents and company underwriters to ensure all policies are underwritten in the most efficient and effective manner while meeting service standards and following company guidelines.

Responsibilities and Essential Functions:

• Leads the daily triage of commercial new business submissions.
• Reviews submissions and interacts with producers to ensure all submissions are accurate and complete.
• Rates and quotes new business with in-house companies and outside brokers.
• Presents new business quotes to producers.
• Documents underwriting decisions within standards and expectations.
• Binds and issues policies within authority.
• Follows through after policy issuance with verifying required documents are provided timely to the company.
• Works with company underwriters to follow-up on inspection compliance and audit requirements.
• Prepares certificate of insurance and binders as needed.

Qualifications:

• 5+ years of P&C, commercial lines underwriting experience. Must have experience underwriting new business.
• Knowledge of lines of business, legal guidelines, and regulatory standards.
• Active Property & Casualty insurance license.
• Understands the importance of meeting new business quoting and service deadlines.
• Goal oriented and not afraid to learn something new.
• Experience working with multiple computer systems/software a plus.
• Ability to multi-task and has experience with the full life cycle of underwriting.
• Detail-oriented, resourceful, positive attitude, work easily in a fast-paced environment, and exercise sound judgement.

COMMERCIAL LINES CUSTOMER SERVICE REPRESENTATIVE

Location: York County, PA
Schedule: Hybrid / On-Site Flexibility

THE OPPORTUNITY

Join a growing, established independent insurance agency where your commercial insurance experience and client service skills will make an immediate impact. We are seeking a Commercial Lines CSR to take ownership of a book of business, build strong client relationships, and work closely with producers, carriers, and underwriters to provide outstanding service and insurance solutions.

RESPONSIBILITIES

Will manage an assigned portfolio of commercial accounts and handle day-to-day client service needs, including renewals, endorsements, certificates, policy changes, and other account transactions. This individual will serve as a trusted point of contact for assigned clients, develop strong long-term relationships through proactive communication, and gain a clear understanding of each client’s exposures and coverage needs. The Account Manager will work closely with producers on account strategy and renewals, collaborate with carriers and underwriters to obtain appropriate solutions, and ensure client needs are addressed accurately and promptly. The role will also include identifying account-rounding and cross-selling opportunities while supporting overall client retention and agency growth.

QUALIFICATIONS

The ideal candidate will have 2+ years of commercial insurance experience, with a strong understanding of commercial property, casualty, and related coverages. Experience managing a commercial book of business is preferred. The successful candidate will have excellent communication and relationship-building skills, strong organizational and time-management abilities, and a high level of attention to detail. The ability to manage multiple priorities, work independently, solve problems, and collaborate effectively with a team is essential. An active Property & Casualty license is preferred, and a bachelor’s degree is preferred but not required.

WHAT’S OFFERED

The agency offers a competitive benefits package that includes 401(k) with company matching, health insurance, dental insurance, vision insurance, disability insurance, paid time off, flexible scheduling, and hybrid/on-site work flexibility.

Our client is a growing, vertically integrated leader in animal nutrition, specializing in innovative organic trace mineral solutions that help livestock producers achieve better performance, efficiency, and value. The company develops research-backed mineral complexes using methionine to enhance absorption and utilization across key animal nutrition markets, including dairy, beef cattle, and poultry. With its own U.S. manufacturing facility and an integrated model spanning product development, manufacturing, transportation, application, and precision dosing equipment, our client has built a differentiated platform focused on science, innovation, sustainability, and customer results. As the company continues to expand its technology portfolio and market presence, this is an exciting opportunity to join an organization that is helping shape the future of animal nutrition!

We are seeking a Dairy Technical Service Manager to serve as a highly independent, field-based technical resource supporting dairy customers, sales teams, and strategic initiatives. The role is responsible for promoting and supporting the company’s complexed trace mineral portfolio and related nutritional technologies while helping drive sales growth. The ideal candidate is an outgoing, relationship-focused professional with strong technical and communication skills who can translate science into practical solutions and build trusted relationships across the dairy industry.

Location: This is a remote, field-based role (United States) with approximately 50–70% travel. Candidate must reside by a major airport.

Responsibilities:

• Provide technical support, training, and education to the dairy sales team to enhance product knowledge, customer engagement, and business growth.
• Support the sales process by presenting scientific information to customers, nutritionists, veterinarians, consultants, and industry stakeholders while providing technical recommendations and troubleshooting support.
• Lead and coordinate dairy research trials, commercial demonstrations, and product validation projects in collaboration with customers, universities, and research partners.
• Develop technical summaries, educational materials, presentations, webinars, and scientific communications for internal and external audiences.
• Maintain relationships with dairy producers, nutritionists, veterinarians, consultants, academic researchers, and industry influencers to support research collaborations and market development.
• Work closely with sales, marketing, research, and leadership teams to support product launches, commercialization efforts, and future technology development.
• Represent the company at industry meetings, conferences, customer events, and technical programs to increase visibility and identify business opportunities.
• Stay current on dairy industry trends, nutritional technologies, competitive products, and emerging research relevant to the dairy market.
• Manage dairy research priorities and budgets to support technical objectives, product development, and business growth.

Qualifications:

• Desired: Ph.D. or M.S. in Dairy Science, Dairy Nutrition, Animal Science, or a related field.
• Five or more years of experience in dairy nutrition, technical services, research, product development, or commercial dairy support.
• Possess an in-depth knowledge of dairy nutrition, health, and management systems, with the ability to apply nutritional technologies in commercial dairy operations.
• Experience designing, managing, and interpreting research trials and technical projects.
• Understand the business, economic, and practical aspects of the dairy industry and how technical solutions support customer success and business growth.
• Valid driver’s license and passport (or ability to obtain one); willingness to travel extensively.

Preferred Skills:

• Excellent communication, presentation, organizational, and interpersonal skills.
• Strong relationship-building abilities with producers, nutritionists, veterinarians, consultants, and industry stakeholders.
• Ability to interpret scientific data and translate technical information into practical recommendations for customers and sales teams.
• Initiative and ability to prioritize and manage multiple projects and responsibilities concurrently.
• Strong research, analytical, and problem-solving skills.
• Understanding of the business and financial aspects of the dairy industry and the ability to identify customer needs, technical opportunities, and growth initiatives.
• Entrepreneurial mindset with a passion for dairy production, customer engagement, and science-based innovation.

Compensation & Benefits:

• Approximate Base Salary Range: $150,000–$180,000, commensurate with experience and qualifications.
• Other benefits include a bonus opportunity, company vehicle, 401(k) retirement plan, medical insurance, paid time off (PTO), company-paid holidays, and life and disability insurance.
• This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

Our client is a world class manufacturer of wire mesh and wire products, serving an wide range of industries and customer applications. Their primary focus is weaving aluminum, low carbon steel, commercial bronze and stainless steel metallic meshes that meet the exacting standards of such diverse industries as liquid filtration, automotive, air filtration, satellite communications and household appliances.

They have retained our services to help them find a Senior Manufacturing Engineer in their York, PA plant. The candidate will develop manufacturing methods, equipment and product quality. They will analyze and plan space requirements and confer with vendors for product specifications and equipment. A strong background with Lean manufacturing is a major plus.

Qualifications:

1. AS or BS Degree in Engineering
2. Lean Manufacturing experience.
3. Experience working with different manufacturing specifications and equipment
4. Experience working with AutoCad
5. Experience being a Technical resource for the plant.

Our client is located in Morgantown, PA, is a growing OEM of highly automated equipment; their saws and fabrication products are used by the best manufacturers for sawing and fabricating construction steel, profiles and pipes. They are committed to delivering high quality products and exceptional customer service. They are growing! The asked us to partner with them and find a Technical Service and Parts Manager to lead their service organization. This position reports directly to the President and serves as the primary technical leader for all customer service operations throughout North America.

The Technical Service & Parts Manager is responsible for leading the technical service, field service, remote support, spare parts, and customer service administration functions. This individual serves as the organization’s highest-level technical resource and will lead the resolution of complex machine, warranty, installation, and emergency service situations.

This is a hands-on leadership role requiring extensive experience with industrial machinery, machine tools, automated equipment, PLC-based control systems, mechanical and electrical troubleshooting, and customer support operations. The successful candidate will lead a team of approximately 6-7 Field Service Engineers, 2-3 Technical Service Engineers, 2 Spare Parts Specialists, and a Customer Service Administrator. The ideal candidate will function as the “Lead Service Engineer” while simultaneously developing the people, systems, and processes necessary to support future company growth. Travel of approximately 25% is expected.

Qualifications:

1. Associate’s or Bachelor’s Degree in Electrical Engineering, Industrial Engineering, Mechatronics, Electronics Technology, Mechanical Engineering, or related technical field preferred.
2. 7-10+ years of experience supporting industrial machinery, machine tools, capital equipment, or highly automated manufacturing systems.
3. 3-5+ years of leadership or supervisory experience within a service organization preferred.
4. Strong understanding of industrial automation and controls technologies.
5. Ability to troubleshoot PLC-based control systems.
6. Ability to navigate and diagnose issues through HMI systems.
7. Experience with servo motor systems, servo drives, VFDs, motors, encoders, and motion control applications.
8. Strong electrical troubleshooting abilities involving control panels, electrical enclosures, sensors, relays, contactors, safety devices, and industrial communication networks.
9. Strong mechanical troubleshooting experience involving: Ball screws, Linear motion systems, Bearings, Gearboxes, Hydraulic systems, Pneumatic systems, Machine alignments, Mechanical assemblies
10. Ability to read and interpret: Electrical schematics, Mechanical drawings, Hydraulic schematics, Pneumatic diagrams, PLC logic documentation
11. Experience supporting machine installations, startup activities, warranty situations, and field service operations.

Are you highly motivated, looking for a change in industries, and ready to kickstart a rewarding career? Our client is looking for a professional with 5+ years of B2C or B2B sales experience with a demonstrated record of success in hitting and exceeding their goals.

What our client is looking for:

• Driven & Adaptable: You possess an intense work ethic and thrive in fast-paced environments.
• Ready to Pivot: No direct background in the financial industry is required. Your transferable skills matter more to our client. Our client invests in career changers and provides complete mentorship.
• People-Focused: You have strong communication and interpersonal skills.
• Eager to Learn: You welcome continuous training, coaching, and professional growth.
• Engage Clients: Build relationships and manage day-to-day accounts or client needs.
• Learn the Trade: Master our client’s proprietary processes through their paid training program.
• Drive Results: Meet team goals and hit performance milestones.
• Collaborate: Work closely with peers and leadership to optimize daily performance.

Our client offers:

• Paid Training and Referrals: Opportunity to learn, grow, and transition to a new career opportunity while earning income.
• Comprehensive Benefits: Medical, Dental, Vision, HSA contribution, 401k matching, PTO, STD, LTD, and Group Life.
• Compensation: Three-year bridge salary with incentivized income from an annuitized business model.

The Carlisle Group has been retained to find a Financial Advisor. Our client is a Christian financial advisory firm that is a Registered Investment Advisor dedicated to helping others maximize their stewardship of God’s resources. This organization serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy. This position is located in Binghamton, NY. The salary range for this role goes to $90k.

They were founded in 1990. The headquarters is in Lancaster, PA. They also have offices in FL (Fort Myers, Naples, and Tampa), and NY (Binghamton and Corning). They oversee approximately $1.2B in assets under management and provide all types of services to include wealth management, insurance planning, retirement planning, estate planning, tax-wise charitable giving, and family legacy. This opportunity is available due to growth at the firm.

Essential Duties and Responsibilities:

• Provide expert guidance to meet the financial planning needs of individuals and businesses, including retirement, insurance, investment, estate, business planning, and education funding.
• Develop holistic financial solutions by understanding clients’ goals and visions to put them on a path to financial success.
• Communicate with clients about financial products and market trends, supported by the firm’s network of financial specialists.
• Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets.
• Offer strategic advice on investments, insurance coverage, and debt management tools.
• Secure products, establish accounts, and move money in compliance with regulations.
• Perform market research to stay current with financial trends with our Faithward Capital team.
• Prepare financial documents such as income projections and investment reports.
• Review client accounts regularly to adjust plans as needed due to personal or financial changes.
• Analyze market performance, investments, and client data to develop strategies for financial goals.
• Execute accurate reporting for sound analysis and recommendations.
• Regularly contact clients to understand changes in their financial status and answer questions about financial plans and strategies.
• Implement financial plans or refer clients to other professionals for additional support.
• Respond to phone calls, texts, and e-mails in a timely fashion.
• Build and maintain client bases, keep financial plans up-to-date, and continually grow the portfolio of new clients.
• Identify and pursue potential clients to sustain a strong client base.
• Attend networking meetings, ask for referrals for new clients.
• Utilize the firm’s wealth management team to guide advisory services.
• Collaborate with client service team, tax, legal, and insurance professionals to develop comprehensive financial roadmaps.
• Maintain compliance with financial industry rules and regulations.
• Continue professional development through classes, workshops, webinars, and associations.
• Follow and adhere to Company policies, procedures, and guidelines.
• Be willing to learn about the industry and help us maintain and grow firm’s marketplace position.
• Attend business meetings and training as required.
• Perform other administrative tasks and special projects assigned.

Position Requirements and Skills:

• Maintain a professional attitude and appearance.
• Possess the ability to connect with a variety of personalities.
• Live out Faithward Formula.
• Exhibit strong leadership skills – leads by example and helps motivate others to do their best.
• Utilize extremely strong phone skills – high energy and passion for helping others.
• Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line.
• Be enthusiastic about providing the best possible customer service for clients and customers.
• Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments.
• Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally.
• Possess strong relationship management and the ability to drive multiple tasks to completion successfully.
• Be a resourceful team player and a positive “can-do” attitude.
• Ability to work in a fast-paced environment.
• Think and act like an entrepreneur and take an ownership mentality in all that is done in this position.
• Be detail oriented and helpful.
• Perform accurate data entry within specified time frames.
• Possess the ability to use or quickly learn specific CRM and other business software.
• Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization.
• Possess excellent organization, problem solving, and planning skills.
• Demonstrate excellent time management skills and ability to adhere to schedules/deadlines.
• Be dependable and safety oriented.
• Ability to work some nights and weekends as needed.
• Maintain a good attendance record and travel as required.

Experience (preferred or required):

• 5+ years of B2B or B2C sales experience (will pay for training and the necessary licenses).
• Experience with professional networking, sales, and/or lead generation.
• Skilled relationship-builder required.
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required.
• Personal integrity and an ability to maintain the confidentiality of company and client information required.
• Knowledge of the securities, insurance, and mutual fund industries preferred.
• Experience with financial planning and CRM software preferred

“The salary range provided is a good faith estimate representative of all potential geographic locations. The final offer will be determined based on the candidate’s primary work location, experience, and specific skills. Benefits are subject to the terms of the specific plan documents.”

Are you highly motivated, looking for a change in industries, and ready to kickstart a rewarding career? Our client is looking for a professional with 5+ years of B2C or B2B sales experience with a demonstrated record of success in hitting and exceeding their goals.

What our client is looking for:

• Driven & Adaptable: You possess an intense work ethic and thrive in fast-paced environments.
• Ready to Pivot: No direct background in the financial industry is required. Your transferable skills matter more to our client. Our client invests in career changers and provides complete mentorship.
• People-Focused: You have strong communication and interpersonal skills.
• Eager to Learn: You welcome continuous training, coaching, and professional growth.
• Engage Clients: Build relationships and manage day-to-day accounts or client needs.
• Learn the Trade: Master our client’s proprietary processes through their paid training program.
• Drive Results: Meet team goals and hit performance milestones.
• Collaborate: Work closely with peers and leadership to optimize daily performance.

Our client offers:

• Paid Training and Referrals: Opportunity to learn, grow, and transition to a new career opportunity while earning income.
• Comprehensive Benefits: Medical, Dental, Vision, HSA contribution, 401k matching, PTO, STD, LTD, and Group Life.
• Compensation: Three-year bridge salary with incentivized income from an annuitized business model.

The Carlisle Group has been retained to find a Financial Advisor. Our client is a Christian financial advisory firm that is a Registered Investment Advisor dedicated to helping others maximize their stewardship of God’s resources. This organization serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy. This position is located in Corning, NY. The salary range for this role goes to $90k.

They were founded in 1990. The headquarters is in Lancaster, PA. They also have offices in FL (Fort Myers, Naples, and Tampa), and NY (Binghamton and Corning). They oversee approximately $1.2B in assets under management and provide all types of services to include wealth management, insurance planning, retirement planning, estate planning, tax-wise charitable giving, and family legacy. This opportunity is available due to growth at the firm.

Essential Duties and Responsibilities:

• Provide expert guidance to meet the financial planning needs of individuals and businesses, including retirement, insurance, investment, estate, business planning, and education funding.
• Develop holistic financial solutions by understanding clients’ goals and visions to put them on a path to financial success.
• Communicate with clients about financial products and market trends, supported by the firm’s network of financial specialists.
• Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets.
• Offer strategic advice on investments, insurance coverage, and debt management tools.
• Secure products, establish accounts, and move money in compliance with regulations.
• Perform market research to stay current with financial trends with our Faithward Capital team.
• Prepare financial documents such as income projections and investment reports.
• Review client accounts regularly to adjust plans as needed due to personal or financial changes.
• Analyze market performance, investments, and client data to develop strategies for financial goals.
• Execute accurate reporting for sound analysis and recommendations.
• Regularly contact clients to understand changes in their financial status and answer questions about financial plans and strategies.
• Implement financial plans or refer clients to other professionals for additional support.
• Respond to phone calls, texts, and e-mails in a timely fashion.
• Build and maintain client bases, keep financial plans up-to-date, and continually grow the portfolio of new clients.
• Identify and pursue potential clients to sustain a strong client base.
• Attend networking meetings, ask for referrals for new clients.
• Utilize the firm’s wealth management team to guide advisory services.
• Collaborate with client service team, tax, legal, and insurance professionals to develop comprehensive financial roadmaps.
• Maintain compliance with financial industry rules and regulations.
• Continue professional development through classes, workshops, webinars, and associations.
• Follow and adhere to Company policies, procedures, and guidelines.
• Be willing to learn about the industry and help us maintain and grow firm’s marketplace position.
• Attend business meetings and training as required.
• Perform other administrative tasks and special projects assigned.

Position Requirements and Skills:

• Maintain a professional attitude and appearance.
• Possess the ability to connect with a variety of personalities.
• Live out Faithward Formula.
• Exhibit strong leadership skills – leads by example and helps motivate others to do their best.
• Utilize extremely strong phone skills – high energy and passion for helping others.
• Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line.
• Be enthusiastic about providing the best possible customer service for clients and customers.
• Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments.
• Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally.
• Possess strong relationship management and the ability to drive multiple tasks to completion successfully.
• Be a resourceful team player and a positive “can-do” attitude.
• Ability to work in a fast-paced environment.
• Think and act like an entrepreneur and take an ownership mentality in all that is done in this position.
• Be detail oriented and helpful.
• Perform accurate data entry within specified time frames.
• Possess the ability to use or quickly learn specific CRM and other business software.
• Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization.
• Possess excellent organization, problem solving, and planning skills.
• Demonstrate excellent time management skills and ability to adhere to schedules/deadlines.
• Be dependable and safety oriented.
• Ability to work some nights and weekends as needed.
• Maintain a good attendance record and travel as required.

Experience (preferred or required):

• 5+ years of B2B or B2C sales experience (will pay for training and the necessary licenses).
• Experience with professional networking, sales, and/or lead generation.
• Skilled relationship-builder required.
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required.
• Personal integrity and an ability to maintain the confidentiality of company and client information required.
• Knowledge of the securities, insurance, and mutual fund industries preferred.
• Experience with financial planning and CRM software preferred

“The salary range provided is a good faith estimate representative of all potential geographic locations. The final offer will be determined based on the candidate’s primary work location, experience, and specific skills. Benefits are subject to the terms of the specific plan documents.”

Are you highly motivated, looking for a change in industries, and ready to kickstart a rewarding career? Our client is looking for a professional with 5+ years of B2C or B2B sales experience with a demonstrated record of success in hitting and exceeding their goals.

What our client is looking for:

• Driven & Adaptable: You possess an intense work ethic and thrive in fast-paced environments.
• Ready to Pivot: No direct background in the financial industry is required. Your transferable skills matter more to our client. Our client invests in career changers and provides complete mentorship.
• People-Focused: You have strong communication and interpersonal skills.
• Eager to Learn: You welcome continuous training, coaching, and professional growth.
• Engage Clients: Build relationships and manage day-to-day accounts or client needs.
• Learn the Trade: Master our client’s proprietary processes through their paid training program.
• Drive Results: Meet team goals and hit performance milestones.
• Collaborate: Work closely with peers and leadership to optimize daily performance.

Our client offers:

• Paid Training and Referrals: Opportunity to learn, grow, and transition to a new career opportunity while earning income.
• Comprehensive Benefits: Medical, Dental, Vision, HSA contribution, 401k matching, PTO, STD, LTD, and Group Life.
• Compensation: Three-year bridge salary with incentivized income from an annuitized business model.

The Carlisle Group has been retained to find a Financial Advisor. Our client is a Christian financial advisory firm that is a Registered Investment Advisor dedicated to helping others maximize their stewardship of God’s resources. This organization serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy. This position is located in Fort Myers, FL.

They were founded in 1990. The headquarters is in Lancaster, PA. They also have offices in FL (Fort Myers, Naples, and Tampa), and NY (Binghamton and Corning). They oversee approximately $1.2B in assets under management and provide all types of services to include wealth management, insurance planning, retirement planning, estate planning, tax-wise charitable giving, and family legacy. This opportunity is available due to growth at the firm.

Essential Duties and Responsibilities:

• Provide expert guidance to meet the financial planning needs of individuals and businesses, including retirement, insurance, investment, estate, business planning, and education funding.
• Develop holistic financial solutions by understanding clients’ goals and visions to put them on a path to financial success.
• Communicate with clients about financial products and market trends, supported by the firm’s network of financial specialists.
• Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets.
• Offer strategic advice on investments, insurance coverage, and debt management tools.
• Secure products, establish accounts, and move money in compliance with regulations.
• Perform market research to stay current with financial trends with our Faithward Capital team.
• Prepare financial documents such as income projections and investment reports.
• Review client accounts regularly to adjust plans as needed due to personal or financial changes.
• Analyze market performance, investments, and client data to develop strategies for financial goals.
• Execute accurate reporting for sound analysis and recommendations.
• Regularly contact clients to understand changes in their financial status and answer questions about financial plans and strategies.
• Implement financial plans or refer clients to other professionals for additional support.
• Respond to phone calls, texts, and e-mails in a timely fashion.
• Build and maintain client bases, keep financial plans up-to-date, and continually grow the portfolio of new clients.
• Identify and pursue potential clients to sustain a strong client base.
• Attend networking meetings, ask for referrals for new clients.
• Utilize the firm’s wealth management team to guide advisory services.
• Collaborate with client service team, tax, legal, and insurance professionals to develop comprehensive financial roadmaps.
• Maintain compliance with financial industry rules and regulations.
• Continue professional development through classes, workshops, webinars, and associations.
• Follow and adhere to Company policies, procedures, and guidelines.
• Be willing to learn about the industry and help us maintain and grow firm’s marketplace position.
• Attend business meetings and training as required.
• Perform other administrative tasks and special projects assigned.

Position Requirements and Skills:

• Maintain a professional attitude and appearance.
• Possess the ability to connect with a variety of personalities.
• Live out Faithward Formula.
• Exhibit strong leadership skills – leads by example and helps motivate others to do their best.
• Utilize extremely strong phone skills – high energy and passion for helping others.
• Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line.
• Be enthusiastic about providing the best possible customer service for clients and customers.
• Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments.
• Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally.
• Possess strong relationship management and the ability to drive multiple tasks to completion successfully.
• Be a resourceful team player and a positive “can-do” attitude.
• Ability to work in a fast-paced environment.
• Think and act like an entrepreneur and take an ownership mentality in all that is done in this position.
• Be detail oriented and helpful.
• Perform accurate data entry within specified time frames.
• Possess the ability to use or quickly learn specific CRM and other business software.
• Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization.
• Possess excellent organization, problem solving, and planning skills.
• Demonstrate excellent time management skills and ability to adhere to schedules/deadlines.
• Be dependable and safety oriented.
• Ability to work some nights and weekends as needed.
• Maintain a good attendance record and travel as required.

Experience (preferred or required):

• 5+ years of B2B or B2C sales experience (will pay for training and the necessary licenses).
• Experience with professional networking, sales, and/or lead generation.
• Skilled relationship-builder required.
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required.
• Personal integrity and an ability to maintain the confidentiality of company and client information required.
• Knowledge of the securities, insurance, and mutual fund industries preferred.
• Experience with financial planning and CRM software preferred

Head of Information Technology

Location: Lycoming County, Pennsylvania — on-site, five days per week

Compensation: $140,000–$160,000 base salary, plus a full benefits package

The Organization:

A privately held company with more than eight decades of history, serving institutional clients across North America. The business supports roughly 300 users across two Lycoming County locations — a corporate headquarters and a light-manufacturing and warehouse facility.

Why This Role, Why Now

Technology has been overseen by a senior executive carrying broad operational and P&L responsibility. As the business grows, that executive is moving into an elevated role — and the organization has made the decision to stand up a dedicated technology leadership position with the focus and bandwidth the function deserves.

This is a move toward specialized leadership, not a rescue mission. The foundation is solid. The opportunity is to unify and advance it.

The Environment

• Approximately 300 users across two Lycoming County sites
• An IT budget in the $1–3M range across operating and capital spend
• A stable, established regional managed service provider supporting core infrastructure
• A multidisciplinary technology team of 13–15 spanning infrastructure, applications, and support, with eight reporting directly to this role
• A technology stack including Windows and Linux, Oracle and MS SQL, Java EE, Vue and .NET, Extreme Networks, Microsoft Intune, Azure, and Jenkins/GitLab

What You’ll Own

• Strategy and roadmap. Establish a pragmatic, business-aligned technology roadmap with clear priorities, rationale, and cost.
• People and structure. Lead, mentor, and develop a technology team of 13–15 — and bring your own lens to how the function is organized, from reporting lines to where to invest in capability, for where the business is heading.
• Software and delivery. Accountability for the software development lifecycle and the applications the business runs on.
• Infrastructure and security. Ownership of infrastructure, cybersecurity posture, and the standards that protect the organization and its clients.
• Budget and vendors. Manage the technology budget and the vendor and partner relationships behind it, including the MSP.
• Leadership voice. A seat at the leadership table and a genuine say in how technology shapes the direction of the business.

The Kind of Leader This Suits

This is a genuine player-coach role. You’ll set strategy, manage the budget, and develop the team — and you’ll also stay close enough to the work to evaluate an architecture, review code, weigh a security decision, and troubleshoot when it matters. Candidates who have moved fully out of the technical work, and those who want to stay entirely in it, will find this role a poor fit in opposite directions.

What You’ll Bring

• 10+ years of progressive technology experience, including 3+ years in a leadership capacity
• Accountability for software development and the SDLC
• Depth in infrastructure and cybersecurity
• Experience owning a technology budget and managing vendor and partner relationships
• The judgment to know when to standardize, when to invest, and when to leave something alone
• Willingness to work on-site in Lycoming County, Pennsylvania, five days per week

Your First Year

First 90 days. Develop a working command of the environment, the team, and the vendor landscape. Build relationships across the business.

By six months. Deliver a prioritized technology roadmap with clear rationale and cost, along with a point of view on how the team should be organized to deliver it.

By twelve months. Demonstrable progress against that roadmap, and a team structured to sustain it.

This is a confidential search conducted by a retained search partner on behalf of the client. Interested candidates are encouraged to apply directly; all inquiries will be handled in confidence.

“The salary range provided is a good faith estimate representative of all potential geographic locations. The final offer will be determined based on the candidate’s primary work location, experience, and specific skills. Benefits are subject to the terms of the specific plan documents.”

PERSONAL LINES SUPERVISOR

Location: Reading, PA
Schedule: Hybrid

Local insurance agency is seeking an experienced Personal Lines Supervisor to lead and support its Personal Lines team. This is a working leadership role for an experienced insurance professional who enjoys staying involved with clients while also developing people, improving processes, and helping drive departmental success.

The ideal candidate will bring strong Personal Lines expertise, leadership experience, and the ability to balance day-to-day client service with broader departmental initiatives.

Responsibilities:

• Manage and maintain relationships with an existing Personal Lines book of business
• Provide day-to-day leadership, guidance, and support to Personal Lines team members
• Assist consultants with account acquisition, servicing, and carrier quoting
• Hire, train, onboard, and develop new team members
• Serve as a resource for technical questions, problem-solving, and complex client needs
• Conduct quality assurance reviews and help ensure accuracy, consistency, and timely service
• Manage departmental projects and implement new initiatives
• Conduct employee performance reviews and participate in compensation discussions
• Evaluate team workloads and allocate resources to maintain efficiency and service levels
• Develop and improve department procedures, workflows, and processes
• Manage Personal Lines carrier relationships
• Evaluate technology and outsourcing opportunities designed to improve efficiency
• Lead monthly department meetings and communicate important updates and initiatives
• Coordinate continuing education and professional development opportunities
• Represent the Personal Lines team on company-wide innovation initiatives

Requirements:

• 7+ years of Personal Lines insurance experience
• Proven leadership, supervisory, or team management experience
• Strong knowledge of Personal Lines products, coverage, and agency operations
• Active Property & Casualty license with required continuing education
• Strong client service and relationship-building skills
• Excellent written, verbal, and presentation skills
• Ability to manage multiple priorities and projects in a deadline-driven environment
• Strong problem-solving skills with a resourceful, solutions-oriented approach
• Proficiency with Microsoft Office
• Experience with Applied Epic preferred, including familiarity with workflows
• Bachelor’s degree or advanced education strongly preferred

Summary: Our client is a family-owned biotechnology and natural flavor innovation company specializing in fermentation, enzyme biotechnology, and precision bioprocessing. They develop sustainable, clean-label ingredients that enhance flavor, functionality, and product innovation across the food and beverage industry. With decades of scientific expertise and commercial fermentation capabilities, our client provides natural dairy and savory flavor systems, plant-based and alternative dairy solutions, and specialty flavor ingredients that help manufacturers create high-quality, differentiated products.

We are hiring a Regional Sales Manager to oversee and grow the Midwest territory! This role is responsible for driving profitable growth by developing strategic account plans, expanding market presence, and managing customer relationships across key accounts, distributors, and target segments. The Regional Sales Manager will partner closely with internal teams to execute sales strategies, provide market insights, and deliver solutions that support customer success and company revenue goals.

This is a remote-based sales role, ideally located in MN, WI, IL, MI, MO, or OH, with regular travel to customers throughout the region.

Responsibilities:

• Develop and execute regional sales and marketing strategies to achieve growth targets
• Identify, develop, and close new business opportunities within assigned markets and accounts
• Manage and grow relationships with distributors, direct customers, and strategic accounts
• Conduct regular customer visits, sales calls, and business reviews to understand needs and present solutions
• Build and maintain a healthy sales pipeline and provide accurate forecasts, territory updates, and opportunity tracking
• Monitor market trends, competitor activity, pricing dynamics, and customer requirements to inform strategy
• Collaborate with marketing, R&D, operations, quality, and customer service to support product launches and account growth
• Prepare proposals, support pricing discussions, and negotiate commercial terms in alignment with company guidelines
• Represent the company at industry events, trade shows, and customer meetings to strengthen market presence
• Maintain CRM records, account plans, and activity reports with timely and accurate information

Required:

• Bachelor’s degree in Business, Marketing, Food Science, Biotechnology, or a related field preferred
• 5+ years of successful B2B sales experience in ingredients or flavors
• Proven experience managing a sales territory and growing customer relationships
• Experience utilizing CRM systems, forecasting, and pipeline management tools
• Ability to travel regularly throughout the assigned region

Compensation: Depending on experience, this role may align with an Account Manager or Senior Account Manager level:

• Account Manager level (typically under six years of relevant sales experience): $100,000–$145,000 base salary, plus sales incentive program and company car program.
• Senior Account Manager level (typically six or more years of relevant sales experience): $130,000–$170,000 base salary, plus sales incentive program and company car program.
• Additional benefits include: Medical/dental/vision insurance, life insurance, disability insurance, 401(k) plan, PTO, and paid company holidays.
• The compensation ranges listed above reflect the company’s anticipated hiring range at the time of posting. Final compensation will be determined based on factors including relevant experience, qualifications, education, demonstrated skills, geographic location (if applicable), and overall alignment with the responsibilities of the role.

Summary: Our client is a family-owned biotechnology and natural flavor innovation company specializing in fermentation, enzyme biotechnology, and precision bioprocessing. They develop sustainable, clean-label ingredients that enhance flavor, functionality, and product innovation across the food and beverage industry. With decades of scientific expertise and commercial fermentation capabilities, our client provides natural dairy and savory flavor systems, plant-based and alternative dairy solutions, and specialty flavor ingredients that help manufacturers create high-quality, differentiated products.

We are hiring a Regional Sales Manager to oversee and grow the Northeast territory! This role is responsible for driving profitable growth by developing strategic account plans, expanding market presence, and managing customer relationships across key accounts, distributors, and target segments. The Regional Sales Manager will partner closely with internal teams to execute sales strategies, provide market insights, and deliver solutions that support customer success and company revenue goals.

This is a remote-based sales role in the Northeast, with regular travel to customers throughout the region.

Responsibilities:

• Develop and execute regional sales and marketing strategies to achieve growth targets
• Identify, develop, and close new business opportunities within assigned markets and accounts
• Manage and grow relationships with distributors, direct customers, and strategic accounts
• Conduct regular customer visits, sales calls, and business reviews to understand needs and present solutions
• Build and maintain a healthy sales pipeline and provide accurate forecasts, territory updates, and opportunity tracking
• Monitor market trends, competitor activity, pricing dynamics, and customer requirements to inform strategy
• Collaborate with marketing, R&D, operations, quality, and customer service to support product launches and account growth
• Prepare proposals, support pricing discussions, and negotiate commercial terms in alignment with company guidelines
• Represent the company at industry events, trade shows, and customer meetings to strengthen market presence
• Maintain CRM records, account plans, and activity reports with timely and accurate information

Required:

• Bachelor’s degree in Business, Marketing, Food Science, Biotechnology, or a related field preferred
• 5+ years of successful B2B sales experience in ingredients or flavors
• Proven experience managing a sales territory and growing customer relationships
• Experience utilizing CRM systems, forecasting, and pipeline management tools
• Ability to travel regularly throughout the assigned region

Compensation: Depending on experience, this role may align with an Account Manager or Senior Account Manager level:

• Account Manager level (typically under six years of relevant sales experience): $130,000–$160,000 base salary, plus sales incentive program and company car program.
• Senior Account Manager level (typically six or more years of relevant sales experience): $130,000–$170,000 base salary, plus sales incentive program and company car program.
• Additional benefits include: Medical/dental/vision insurance, life insurance, disability insurance, 401(k) plan, PTO, and paid company holidays.
• The compensation ranges listed above reflect the company’s anticipated hiring range at the time of posting. Final compensation will be determined based on factors including relevant experience, qualifications, education, demonstrated skills, geographic location (if applicable), and overall alignment with the responsibilities of the role.

Our client is a global leader in caramel colors and specialty caramel ingredients, with more than 100 years of innovation serving the world’s leading food and beverage brands! Their portfolio includes clean-label caramel colors, burnt sugars, syrups, and specialty ingredients found in countless products consumers enjoy every day. With a reputation for quality, technical excellence, and continuous innovation, they continue to invest in their people, technology, and manufacturing operations!

We are looking for a Reliability & Mechanical Engineer to support reliability, optimization, and continuous improvement of equipment used in food ingredient manufacturing. This role will work closely with operations, maintenance, and engineering teams to improve equipment performance, assist with capital projects, and ensure mechanical systems meet sanitary design and food safety standards. This position is ideal for an engineer who enjoys solving real-world manufacturing problems, improving equipment performance, and working directly on production systems.

What You’ll Do:

• Improve reliability and performance of industrial production equipment such as steam batch reactors, powder dryers, evaporators, heat exchangers, conveyors, and packaging systems.
• Design heating, cooling, and fluid-handling systems (steam, HX’s, pumps, piping) for cooking, drying, and transferring.
• Design building modifications, tank foundations, pipe chase / mounting systems, cat walks, etc. for structural approval and work with contractors to ensure specifications are followed.
• Troubleshoot mechanical failures and lead root cause analysis to reduce downtime.
• Support capital improvement projects including equipment specification, vendor coordination, installation, and commissioning.
• Develop and update mechanical drawings and documentation using tools such as AutoCAD.
• Partner with maintenance and operations teams to implement preventive and predictive maintenance improvements.
• Identify opportunities to increase throughput, improve efficiency, and reduce operational risk.
• Ensure equipment and designs meet regulatory and food safety standards from the Food and Drug Administration and Hazard Analysis and Critical Control Points.
• Collaborate with automation teams working with control platforms from companies such as Rockwell Automation.
• Provide flexible, cross‑functional support to the engineering team, taking on a variety of technical and non‑technical tasks as project needs evolve.

Required:

• Bachelor’s degree in Mechanical Engineering.
• Experience in manufacturing or industrial environments.
• Experience troubleshooting and improving mechanical equipment.
• Ability to work cross-functionally with operations, maintenance, and engineering teams.
• Strong problem-solving and analytical skills.

Preferred:

• Experience in food, beverage, ingredient, pharmaceutical, or other regulated manufacturing environments.
• Familiarity with powder or bulk ingredient handling systems.
• Knowledge of sanitary equipment design.
• Lean manufacturing or Six Sigma experience.

Base salary range: $85,000 – $125,000 commensurate with experience and qualifications, plus bonus opportunity and excellent benefits!
This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process

Are you passionate about shaping the future of natural food ingredients? We are partnering with a global leader in natural color solutions to identify a Senior Global Product Manager who will drive the strategy, innovation, and commercial success of a portfolio of natural color pigments used across food, beverage, and pet food applications!

This is a highly visible leadership role responsible for developing global product strategies, optimizing portfolio performance, and translating customer insights, market trends, and competitive intelligence into profitable growth initiatives. You’ll collaborate closely with Commercial, R&D, Marketing, Operations, Finance, and regional teams to bring innovative products to market and maximize portfolio value.

Key Responsibilities

• Develop and execute global product portfolio strategies and long-term roadmaps.
• Drive product lifecycle management, portfolio optimization, and innovation priorities.
• Analyze market trends, customer insights, and competitive dynamics to identify growth opportunities.
• Lead pricing strategy, profitability analysis, and portfolio performance reviews.
• Partner cross-functionally to prioritize innovation, support product launches, and execute go-to-market strategies.
• Serve as the subject matter expert on assigned product categories and represent the portfolio in key customer engagements.

Qualifications

• Bachelor’s degree required; MBA preferred.
• 8+ years of experience in product management, portfolio management, strategy, innovation, or commercial leadership within food ingredients, natural colors, flavors, specialty chemicals, or related industries.
• Demonstrated experience managing a multi-product or multi-category portfolio simultaneously, with clear accountability for performance across more than one product line.
• Technical familiarity with natural pigments – including plant extracts, fermentation-derived colorants, or microalgae – is a significant advantage; a genuine curiosity about color science and application technology is essential.
• Strong commercial acumen and proven understanding of portfolio economics, pricing, profitability, and value creation across complex product ranges.
• Experience influencing innovation investment decisions and managing product lifecycle strategies across multiple categories.
• Demonstrated ability to translate strategy into execution and measurable business results, managing multiple concurrent priorities without losing focus or quality.
• Experience managing performance through KPIs, dashboards, and structured business reviews in a matrixed, global organization.
• Proven track record of driving change and continuous improvement within complex, cross-functional environments.
• Continuous improvement mindset: familiarity with Lean, or similar methodologies is strongly preferred, with the ability to apply these principles to commercial and product management processes – not just operations.
• Approximately 20% travel, including occasional international travel.

Base salary range of $145,000 – $200,000 commensurate with experience. Other benefits include bonus opportunity, comprehensive benefits including medical, dental, and vision insurance, 401(k) with company match, and paid time off. This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

We have been retained by a global leader in natural color solutions for the food, beverage, and pet food industries. Our client harnesses the power of nature’s true colors and passionately believes that natural is best! We’re seeking a Strategic Account Manager, North America to join their growing commercial team. In this highly visible role, you’ll be responsible for developing and expanding strategic customer partnerships, driving profitable revenue growth, and serving as a trusted advisor to some of the company’s most important accounts. You’ll collaborate cross-functionally with teams across Sales, Marketing, Supply Chain, Operations, Customer Service, Product Management, and Technical to deliver innovative solutions and exceptional customer experiences.

This is a remote-based position, with a preference for candidates located in North Carolina, South Carolina, Georgia, Florida, or Texas.

Essential Responsibilities

• Develop and execute long-term strategic account plans aligned with customer objectives and company growth goals.
• Build, strengthen, and maintain executive-level relationships within key strategic accounts.
• Own revenue, volume, profitability, and growth objectives for assigned customers.
• Identify, develop, and convert new business opportunities within existing accounts.
• Lead value-based sales discussions, contract negotiations, pricing strategies, and long-term supply agreements.
• Maintain an accurate sales pipeline, forecasts, and account activity using Salesforce and other business planning tools.
• Partner cross-functionally to ensure exceptional customer support, successful product launches, and on-time delivery.
• Develop annual sales forecasts and provide regular updates on business performance.
• Coach and support Account Managers on customer strategy, sales opportunities, negotiations, and account planning.
• Monitor market trends, competitive activity, and customer insights to identify future growth opportunities.
• Provide regular reporting and business updates to leadership while supporting strategic planning initiatives.

Qualifications

• Bachelor’s degree in a related field.
• Minimum of five years of strategic sales or key account management experience within the food ingredients, colors, flavors, or related food and beverage industries.
• Proven success managing large, complex customer accounts while driving profitable growth.
• SAMA Certified Strategic Account Manager (CSAM) certification is strongly preferred.
• Demonstrated experience negotiating commercial agreements and building executive-level customer relationships.
• Strong strategic thinking, analytical, and problem-solving skills.
• Technical aptitude to understand customer challenges and develop value-driven solutions.
• Self-motivated with the ability to work independently and execute both short- and long-term business strategies.
• Passion for the food and beverage industry.
• Proficiency with Microsoft Office and Salesforce.
• Ability to travel 30–50%. Candidates should reside near a major airport and possess a valid driver’s license with a satisfactory driving record.

Our client has been a trusted name in the bakery and snack industry for more than a century and is in an exciting phase of growth! We have been retained by this leading food manufacturer to identify a Vice President of Operations who will provide strategic leadership across multiple manufacturing facilities. As a key member of the executive leadership team, this individual will oversee all aspects of plant operations, driving excellence in safety, quality, productivity, customer service, and financial performance while supporting the company’s continued expansion. This highly visible leadership role is ideal for a hands-on executive who enjoys spending time in manufacturing environments, coaching and developing plant leadership teams, implementing operational best practices, and driving consistent execution across multiple locations!

Responsibilities:

• Provide strategic and operational leadership for multiple manufacturing facilities, ensuring alignment with business objectives and operational priorities.
• Lead, mentor, and develop operations leadership teams while fostering a culture of accountability, engagement, and continuous improvement.
• Drive Lean Manufacturing initiatives that improve productivity, reduce waste, optimize efficiencies, and lower operating costs.
• Establish and monitor key performance indicators (KPIs) to improve safety, quality, delivery, cost, and overall operational performance.
• Ensure compliance with all food safety, quality, environmental, and regulatory requirements, including FDA, HACCP, SQF, GMP, and OSHA standards.
• Oversee operational budgets, cost management, forecasting, capital planning, and long-term manufacturing strategies.
• Partner cross-functionally with Supply Chain, Engineering, Quality, HR, and Commercial teams to support new product launches, customer growth, and operational readiness.
• Lead capital improvement initiatives and capacity planning efforts that enhance manufacturing capabilities and support future business growth.
• Build and develop high-performing teams while creating strong succession plans and leadership development programs across operations.

Qualifications:

• Bachelor’s degree required; Engineering, Operations, Food Science, or a related discipline preferred. MBA is a plus.
• 15+ years of progressive manufacturing leadership experience within food or beverage manufacturing. (Bakery/Snack Manufacturing experience highly preferred)
• Proven success leading multi-site manufacturing operations with full operational and financial accountability.
• Strong background in lean manufacturing, continuous improvement, and operational excellence.
• Experience managing regulated food manufacturing environments with expertise in FDA, HACCP, SQF/AIB, GMP, and food safety standards.
• Demonstrated ability to lead organizational change, develop leaders, and build high-performing teams.
• Strong financial acumen with experience managing budgets, capital projects, productivity initiatives, and cost improvement programs.
• Experience with ERP systems and data-driven decision making.
• Ability to travel approximately 25%.

The Carlisle Group has been retained to find a Vice President of Staff Underwriting. Our client is a growth stage technology and data-driven commercial MGA and insurance wholesaler, leading innovation in the market. They have more than 40 specialty programs and have built an end-to-end, sophisticated insurance platform that connects a broad network of insurance markets and distribution channels with proprietary technology and data analytics capabilities. Backed by one of the leading private equity firms and led by a forward-thinking management team, our client is combining the world of insurance and technology to create an Insurtech powerhouse. This is a remote location role.

Responsibilities:

Underwriting Governance

• Establish underwriting standards and best practices for each MGA business unit. Collaborate with Business Unit leaders to develop an underwriting value proposition for each program ensuring favorable loss ratios and competitive advantage through coverage grant, risk selection, price segmentation, and distribution. Ensure specific underwriting strategies are in place to control high hazard risks such as Construction Defects, New York Labor Law, and Automobile.
• Oversee internal underwriting audit and quality assurance efforts.
• Collaborate with BU leaders to establish underwriting referral standards and processes, including audit trail documentation.
• Collaborate with the compliance team to ensure processes and program details are compliant.
• Establish and maintain underwriting authority processes and documentation.

Product Development & Management

• Lead the Artificial Intelligence strategy as it is related to underwriting. Ensure AI underwriting processes deployed in the business units are controlled, accurate, replicable, and deliver measurable efficiency improvements while maintaining underwriting standards, compliance, and proper documentation.
• Collaborate with BU leaders to develop, refine, and implement policy forms and underwriting guidelines. Maintain a library of policy forms, underwriting guidelines, rating tables, and other program documentation for the various business units.
• Collaborate with Claims leaders to ensure that claims feedback is utilized when making underwriting decisions and developing products.
• Collaborate with Product Managers and BU leaders on scorecards, underwriting data integrity, and key performance indicators.
• Monitor emerging liability and compliance issues and ensure the Business Units are prepared and protected.
• Manage third party data vendors and evaluate external data tools for underwriting advantage and efficiency.

External Constituencies

• Serve as underwriting liaison with MGA carrier and reinsurer partners on underwriting and performance reporting and treaty submission.

Direct Reports

• Director of Staff Underwriting

Qualifications:

• Bachelor’s degree is required. Master’s degree is a plus. Industry certifications are strongly desired.
• 15+ years progressively increasing responsibility in commercial lines underwriting. Require deep experience with construction and contractor commercial lines underwriting.
• Strong small to mid-market casualty experience in construction.
• Experience with New York labor law is highly desired.
• Prefer both admitted and surplus lines formats.
• Demonstrated experience collaborating with product management and actuarial with leading commercial lines carriers as an underwriter and underwriting manager.
• Exceptional critical and systems thinking skills. Experience with process design and automation.
• Executive-level communication skills: Written, verbal and presentation (in-person and virtual formats).

Salary: $220,000 – $250,000

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”