Underwriter/Broker

Great growing MGA/GA/Wholesale Agent with a lot of opportunities is looking for a talented Underwriter who is eager to grow professionally and achieve new levels.

Our client has a national footprint, many additional auto markets to place business and a spirit of growth for company, as well as, a desire to see their underwriters to succeed, this company has all the ingredients to meet their growth goals and yours too.

SUMMARY

This position is for an individual who has demonstrated a thorough understanding of the knowledge behind Property and Casualty underwriting and has broad knowledge of the insurance industry. This individual supports collaborative business relationships, elicits client understanding and insight to advise and make recommendations. The individual exercises discretion and independent judgment and understands that the main objective is to meet revenue goals and maintain profitability.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Reviews new and renewal business submissions for presentation to Company Underwriters and or entry in to Company underwriting portals.
• Reviews new and renewal business submissions and prepares quoting within their authority.
• Discusses quotes with producers.
• Supervises file maintenance.
• Prepares quotations and binders.
• Approves coverage forms for policy issuance.
• Approves notices of cancellation.
• Maintains suspense system for documentation follow-up, renewal solicitation, etc.
• Must have general knowledge of insurance accounting system. Experience with AIM preferred.
• Handles routine complaints or inquires
• Makes the underwriter/broker or department manager aware of all problems, complaints, and deadlines.
• Reports to and follows general advice as provided by underwriter/broker or department manager.
• Other duties may be assigned

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Bachelor’s degree (B.A.) from four-year college or university; or a minimum of four years related experience and/or training; or equivalent combination of education and experience.
• P&C license required
• Must have a thorough knowledge of the insurance contracts and coverage being underwritten in the department.

“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.”

Senior Personal Lines Underwriter/Broker

Great growing MGA/GA/Wholesale Agent with a lot of opportunities is looking for a talented Underwriter who is eager to grow professionally and achieve new levels.

Our client has a national footprint, many additional auto markets to place business and a spirit of growth for company, as well as, a desire to see their underwriters to succeed, this company has all the ingredients to meet their growth goals and yours too.

SUMMARY

This position is for an individual who has demonstrated a thorough understanding of the knowledge behind Property and Casualty underwriting and has broad knowledge of the insurance industry. This individual supports collaborative business relationships, elicits client understanding and insight to advise and make recommendations. The individual exercises discretion and independent judgment and understands that the main objective is to meet revenue goals and maintain profitability.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Reviews new and renewal business submissions for presentation to Company Underwriters and or entry in to Company underwriting portals.
• Reviews new and renewal business submissions and prepares quoting within their authority.
• Discusses quotes with producers.
• Supervises file maintenance.
• Prepares quotations and binders.
• Approves coverage forms for policy issuance.
• Approves notices of cancellation.
• Maintains suspense system for documentation follow-up, renewal solicitation, etc.
• Must have general knowledge of insurance accounting system. Experience with AIM preferred.
• Handles routine complaints or inquires.
• Makes the underwriter/broker or department manager aware of all problems, complaints, and deadlines.
• Reports to and follows general advice as provided by underwriter/broker or department manager
• Other duties may be assigned

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Bachelor’s degree (B.A.) from four-year college or university; or a minimum of four years related experience and/or training; or equivalent combination of education and experience.
• P&C license required
• Must have a thorough knowledge of the insurance contracts and coverage being underwritten in the department.

“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.”

Broker/Underwriter with Leadership Desire

When you work for our client, you join a firm you can be proud of. Their ability to attract and retain some of the finest people in the Wholesale Industry speaks well of them and how they value their associates. Our client is currently seeking a talented Broker/Underwriter to work from home and the motivation and desire to open a new office in the Carolinas.

Responsibilities

• Initiate, coordinate and quote new and renewal business with little or no supervision
• Determine coverage needs, prepare submissions for market and secure quotes
• Negotiate terms and coverage available with accessible markets
• Analyze, process and provide rating for premium and non-premium endorsements, including audits, cancellations & reinstatements
• Monitor accounts to ensure compliance with the company’s policies and procedure
• Possess and maintain an in-depth knowledge of underwriting guidelines, carrier appetite and state specific insurance laws/regulations
• Communicate with agents on underwriting issues including cancellations, declinations, exposure concerns, and inspection results

Education and Experience Requirements

• Broad knowledge of concepts and procedures related to commercial property and casualty insurance which is typically acquired through a bachelor’s degree in a related field or at least 2 years of wholesale or E&S related experience
• Must be able to understand and analyze necessary components of insurance policies
• Possess or obtain Property & Casualty Insurance license within 120 days of employment
• Proficient computer knowledge including all aspects of Microsoft Office
• Maintain and cultivate relationships with agents and insurance carriers
• Familiarity with multi-faceted systems including company rating websites, AIM & ImageRight
• Ability to effectively and independently manage complex workload while exhibiting very sound judgment
• Highly organized, able to multi-task, detail-oriented and possesses a sense of urgency
• Ability to work in a team environment is essential
• Maintain strong knowledge of the E & S market within the wholesale distribution channel

Supervisory Responsibilities: There are no supervisory responsibilities required. Supervisory responsibilities are a future possibility due to Manger retirement.

Competencies: To perform the job successfully, an individual should demonstrate the following competencies:

• Analytical – Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data.
• Problem Solving – Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Uses reason even when dealing with emotional topics.
• Technical Skills – Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
• Customer Service – Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments.
• Interpersonal Skills – Focuses on solving conflict, not blaming.
• Oral Communication – Listens and gets clarification; Responds well to questions.
• Written Communication – Presents numerical data effectively; Able to read and interpret written information.
• Teamwork – Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives.
• Business Acumen – Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition.
• Cost Consciousness – Contributes to profits and revenue.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: High school diploma or general education degree (GED) required. Prefer college degree or five years of related experience and/or training or equivalent combination of education and experience.

Language Skills: Ability to read and interpret documents such as business reports, safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and business correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Ability to make independent decisions.

Computer Skills: To perform this job successfully, an individual should have knowledge of Spreadsheet software and Word Processing software.

Certificates, Licenses, Registrations: Insurance license preferred, but not required.

Other Qualifications

• Ability to problem-solve and deal with a variety of tasks in a fast-paced environment.
• Ability to develop productive relationships with peers and management and to demonstrate teamwork.
• Willingness and ability to travel to meet with customers and insurance carriers.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Our client is a very well respected Agency/Broker in the Bradenton area that has Retained The Carlisle Group to conduct a search for a Marketing Manager.

Position Purpose:

The Marketing Manager is responsible for assisting the agency in the placement of commercial accounts with insurance companies. In performing these duties, the Marketing Manager is expected to meet the agency’s defined standards for client service, professionalism and work attitude.

Essential Functions/Major Responsibilities:

• Assist the Producers in meeting their production goals while placing risks that meet the agency’s underwriting standards and carrier commitments and guidelines.
• Review, analyze, and submit applications to insurance companies. Make recommendations regarding the risk to the Producer for the most cost effective and proper insurance coverage.
• Negotiate with the insurance companies for the best coverage at the best price.
• Assist sales preparing the insurance program for presentation to the client.
• Prepare quotations and proposals for new business.
• Adhere to agency procedures that enforce E &O controls, integrity of data to the system, efficient use of resources and an equitable distribution of workload among all staff members.
• Attend periodic sales meetings to discuss current market conditions as well or to provide status reports of work in progress and input to sales strategy.
• Review expiration lists 120 days in advance of expiration to determine what accounts require re-marketing and assist in the designation of whether that remarketing be done in the Marketing Department or be completed by the CSR/Producer.
• Attend sponsored seminars and educational activities required to maintain product knowledge, underwriting expertise and agency procedural and computer proficiency as well as state continuing education requirements.
• Maintain Marketing procedures and recommend additions to Agency Owners and/or other Department Managers.
• Meet with company representatives to maintain awareness of marketplace.
• Direct the activity of the Marketing Assistant through training, and direct administration of activities.
• Delegate activities to the Marketing Assistant for preparation of proposals, correspondence, and data entry into the system.
• Other duties as assigned by management.

Job Scope

Performs duties independently with minimal supervision, operating from established directions and instructions. Decisions are made within general company policy constraints and insurance laws and requires independent decision making. Mistakes/errors will result in loss of business, poor customer relations and/or an Errors & Omissions claim, all of which can have negative financial implications for the organization

Interpersonal Contacts:

• Has regular contact with others both inside and outside the organization. The most common internal contacts are with own department staff. The most frequent external contacts are with insurance companies. Internal and external interactions involve information exchange, problem solving, quoting, negotiation and selling.
• All contacts usually made at the employee’s own initiative with 90% of contacts being over the phone or via facsimile and 10& face to face. Internal and external contacts frequently contain some discussion about confidential/sensitive matters.

Qualifications:

Education/Certification:
College education or equivalent insurance experience and P & C Insurance License

Required Knowledge:
Thorough knowledge of the State Insurance Laws.
Thorough knowledge of all P & C coverage definitions.
Proficient understanding of Word, Excel and Outlook.

Experience Required: Three or more years of Marketing experience.

Skills/Abilities:
Strong oral and written communication abilities
Training/development skills required.
Able to organize, coordinate and direct work flow.
Able to use al related hardware and software.

About the Company:
For decades, our client has been a leading provider of high-quality, custom flavors for the food and beverage industry. Recognized for exceptional R&D support and outstanding customer service, they specialize in developing innovative solutions tailored to customer needs.

Position Overview:
We are seeking a Senior Account Manager to drive business growth and manage accounts on the West Coast. This remote role, based in California, will focus on building strong relationships, executing strategic sales plans, and identifying new opportunities to expand market presence.

Key Responsibilities:

• Develop and maintain strong relationships with key decision-makers to position the company as a preferred supplier.
• Create and implement strategic Account Development Plans, sales forecasts, and budgets to drive growth.
• Oversee customer projects, including sample requests and studies, ensuring alignment with sales goals.
• Identify and capitalize on business opportunities through upselling, cross-selling, and competitive analysis.
• Collaborate with internal teams and manage pricing agreements, credit terms, and contract negotiations.

Qualifications:

• Bachelor’s degree (technical degree preferred).
• Minimum of 5+ years of flavor sales experience within the food, beverage, or nutrition industries.
• Strong negotiation and relationship-building skills with the ability to influence key decision-makers.
• Excellent written, verbal communication, and presentation skills.
• Self-motivated, results-driven, and able to work independently or within a team.
• Proficiency in Microsoft Suite and PowerPoint.
• Ability to travel.

Salary Range: $180,000 – $200,000 *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.

** Hybrid or Remote Role **

Personal Lines Carrier based in Ohio is seeking to hire a talented Product Manager. The role, reporting to the Chief Underwriting Officer, will own the P&L for a book comprising of both home and auto business. The client is seeking a talented product professional with solid knowledge of the auto segment for this role.

Job Summary

Develop short term strategy and oversee the implementation process for personal lines products. Create market-specific strategies and operating standards for profitable growth. Oversee tactical product and pricing changes. Manage a team of Product/Pricing Analysts. Advises and influences key stakeholders on product processes and procedures.

Essential Duties and Responsibilities

• Works with senior leadership to develop short and long-term initiatives.
• Manage product/pricing processes from conceptualization to launch, in alignment with company goals.
• Collaborate with various teams including Underwriting, Sales, and Claims to ensure product profitability and competitiveness.
• Research and analyze market trends and customer needs.
• Maintain awareness of changing legislative and regulatory trends that affect the company.
• Manage actuarial and other vendor relationships that support product/pricing platform.
• Direct and manage department operational, procedural, and personnel activities.

Communication Requirements

This position communicates with internal peers, internal management, external vendors and regulatory agencies daily via phone, email and face-to-face. This position needs to be able to communicate with a variety of diverse people.

Supervisory Responsibility

This position is the direct supervisor for Product Development staff.

Position Requirements

• Bachelor degree, preferred majors include: Business Management, Mathematics, Actuarial Science, Economics or other analytics-related field.
• 3+ years of related experience required
• Understand property and auto pricing structures
• Employee management/mentoring experience
• Prior experience working with actuaries and other related consultants
• Proficient presentation and analytical/problem solving skills
• Ability to work independently, take initiative and multi-task
• Possesses the personal qualities of integrity, credibility and commitment to the company’s mission.

With over 100 years in metal saw manufacturing, our client has clearly positioned itself as the technological leader in the industry. This coupled with the synergistic manufacturing capabilities, commitment to excellence, and a mindset of not taking shortcuts, keeps it on the forefront of quality.

This companies engineers, designers and production specialists continue that focus on innovation, while always attentive to delivering real-life, practical solutions. It’s what has propelled them to the forefront of the industry within a sea of other machinery suppliers.

Our client, fabricates all of the material handling needs of its customer in-house. This assures that the material handling components are compatible with the saw and automation; that we are flexible in the design for the application; and again, that customer lead times are shortened. With our in house expertise in hydraulics, electronics, and fabrication, we can support virtually all of our customers questions and design requirements.

They have retained our services to help them fill a Regional Sales Manager, an integral part of their organization. The RSM is responsible for managing existing accounts and new business development assist with driving revenue growth and expanding market share. This role requires a solutions-oriented technical professional with a strong background in the industrial equipment sector. This position shall report to the President of the company.

Requirements:

1. BS degree in Engineering or other
2. 3-5 years of experience with automated machinery or equipment or technical product
3. Strong sales and account management success
4. Ability to travel up to 50% at times
5. Strong communication skills and Planning

Company: Durham Co-op Market

Location: Durham, NC

Title: General Manager

Salary Range: $93-105K

“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.”

Durham Co-op Market has been a community-owned grocery store since 2015, serving as a hub for local, organic, and ethically sourced food in Durham, NC. Built on the principles of inclusivity, sustainability, and community engagement, DCM reinvests profits back into the local economy, supports small farmers and businesses, and fosters a respectful, equitable workplace. Over the years, the co-op has grown steadily, becoming a trusted resource for high-quality food while maintaining a mission-driven, people-first approach. As Durham continues to evolve, DCM remains committed to expanding its impact, ensuring that healthy, accessible food and cooperative values stay at the heart of its operations. Now, we’re looking for a visionary leader to help drive the co-op into its next phase of growth.

The General Manager (GM) is responsible for leading all aspects of Durham Co-op Market’s operations, ensuring financial sustainability, operational efficiency, and a strong community presence. Reporting to the Board of Directors, the GM oversees finance, personnel, marketing, membership, community engagement, aligning daily operations with the co-op’s mission and values.

The ideal candidate is a strategic, community-driven leader with experience in retail grocery management, financial oversight, and team leadership. They will be responsible for fostering an inclusive, mission-driven workplace, strengthening relationships with local farmers and vendors, and ensuring the co-op continues to serve as a trusted resource for high-quality, accessible food.

This role offers the opportunity to lead a thriving cooperative, make a meaningful impact in Durham, and drive the next phase of the co-op’s growth.

This position is on-site at Durham Co-op Market, located in the heart of Durham, North Carolina—a vibrant, diverse, and rapidly growing city. Durham is known for its rich history, thriving arts scene, and strong sense of community, making it an exciting place to live and work. Home to top-ranked universities, excellent schools, and a booming local food movement, Durham offers a unique blend of urban energy and Southern charm. With its affordable cost of living, extensive green spaces, and lively cultural and culinary scenes, it’s an ideal place for professionals looking to make a meaningful impact while enjoying a high quality of life.

Experience & Qualifications

• Retail Grocery Management Experience

• Strategic Thinking

• Visioning

• Financial Management

• Business Planning

• Cultural Awareness/Intercultural competency

• Entrepreneurialism

• Managing People

• Collaboration

• Embraces Cooperative Values

• Accountability

• Change Management

• Adaptability

We are proud to partner with a global leader in innovative flavors, extracts, and essences that captivate the senses. Serving the food, beverage, and nutrition industries, our client pioneers flavor innovation by crafting custom profiles that elevate products into unforgettable experiences. Renowned for its commitment to natural, clean-label ingredients, sustainability, and cutting-edge technology, this company delivers bold, high-quality solutions that align with the evolving needs of today’s consumers. With a passion for flavor and a dedication to ethical sourcing, they are redefining the future of taste.

We are seeking a visionary Flavor Chemist to harness the power of Artificial Intelligence (A.I.) in revolutionizing flavor development, selection, and optimization. This unique position blends traditional expertise with technological innovation, placing you at the forefront of an industry transformation. As the technical lead for a groundbreaking platform, you’ll collaborate with multidisciplinary teams and A.I. partners to elevate flavor creation processes, evaluate extensive flavor libraries, and refine predictive models. This role requires deep knowledge of flavor chemistry, raw materials, and production formats, along with the ability to drive commercial success and mentor emerging talent. Reporting to the Director of Platform Innovation, the ideal candidate will combine creativity, technical acumen, and a forward-thinking mindset to redefine how flavors are developed and experienced.

Responsibilities:

• Serve as the technical lead for integrating A.I. technologies in flavor selection and creation.
• Develop and oversee design-of-experiment pathways for target flavor development.
• Evaluate technical and commercial metrics and KPIs for continuous improvement.
• Ensure daily evaluation tasks are executed, including:
  • Descriptive analysis of flavors.
  • Oversight of flavor evaluation applications.
  • Consultation on flavor selection and creation.
  • Identification of new working methods.
• Provide global thought leadership for A.I. strategic planning.
• Collaborate with cross-functional teams to enhance creation and product selection interfaces.
• Maintain a comprehensive flavor and aroma compound database for A.I. use.
• Represent company’s expertise in flavor innovation and A.I.
• Develop A.I. models to predict consumer flavor preferences.
• Mentor and inspire team members to foster a culture of innovation.
• Travel up to 15% to engage with partners and stakeholders.

Requirements:

• Bachelor’s or advanced degree in Chemistry, Food Science, or a related field, with a focus on flavor chemistry.
• Minimum of five to ten years of experience in flavor creation, compounding, production and use in finished products (Sweet or Savory experience.)
• Extensive experience and understanding of flavor formula compounding and production methods.
• Proven experience and understanding of sensory evaluation language and methods used for flavors and applications.
• Excellent communication skills, capable of conveying complex concepts to a diverse audience.
• Exhibits acumen to understand related partner functions including Operations, Quality, Regulatory, Procurement and Business Development.

Salary Range: $104,000 – $157,000 *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.