Craig Bradford Associates

Manage commercial insurance accounts, provide client service, and process policy changes. | Requires 3+ years of experience in insurance, a Property and Casualty license, and proficiency with industry tools. | Comp: $75K-$95K Position Overview: The agency seeks a motivated and dedicated team player to join them as a Commercial Lines Account Manager. In this role you will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service and support and ensuring the continued success of our clients’ businesses. The position requires a focus on habitational property and general liability, as well as professional liabilities, workers compensation, and other risk related areas. The position will involve direct communications with insurance carriers, brokers, and insureds. Experience with successful coverage bindings is required. Professional Responsibilities: • Maintain accurate client records and client facing documents withing the agency management system and related electronic files • Provide superior client service and develop and sustain strong client relationships to maintain a high retention rate for existing accounts • Review and market all renewal activities and perform sales-focused activities to attract new client business • Generate new sales in commercial lines with a concentration in habitational property and general liabilities, professional liabilities, workers compensation, and other risks • Process and perform timely follow up activity on all client related policy changes, billings, premium financing and non-payments • Communicate and interact regularly with insurance carriers and insureds • Bind coverage in a timely manner, ensuring all bound coverage is accurate and up to date • Multi-task effectively to handle various responsibilities and maintain a consistent workflow • Serve as a trusted advisor and provide satisfactory answers to insureds' questions Qualifications and Requirements: • 3+ years relevant work experience with an independent insurance agency • Possession of a valid Property and Casualty (P&C) license • Strong working knowledge and understanding of all Commercial Lines coverages, policy types and industry specific requirements • Proficient in use of Microsoft Office Suite tools (Outlook, Word, Excel) • Experience in/with EPIC • Excellent interpersonal and communication skills (both written and oral) • Strong Work Ethic/"Can Do" Attitude/Team Player

Lead and grow the Mid-Atlantic practice by developing business strategies, cultivating client relationships, generating new business, and mentoring staff. | 10+ years of public accounting or business development experience with a proven track record in client relations, leadership, and revenue growth. | Location: South New Jersey (Mid-Atlantic Region) Comp: Salary: $125K + $100K+ variable & competitive benefits package included About the Company Our client is a trusted partner for business owners and financial executives, providing strategic financial guidance and advisory services to help organizations achieve sustainable growth. They are seeking a dynamic and driven Director of Client Relations/Business Development to lead their Mid-Atlantic practice, strengthen client relationships, and drive revenue growth across the region. Position Summary The Director of Client Relations/Business Development will serve as both a relationship leader and business developer for the Mid-Atlantic practice. This role is ideal for a professional with Big 4 or 2nd tier public accounting experience who is ready to transition from technical accounting into a business development and client leadership role. The Director will be responsible for cultivating and expanding client relationships, developing new business opportunities, and ensuring the successful delivery of client engagements. Key Responsibilities • Provide leadership and oversight of the Mid-Atlantic practice, including strategy development and execution for regional growth. • Develop and implement business development strategies and tactics to expand market presence and achieve revenue and profitability goals. • Build, cultivate, and strengthen long-term client relationships through frequent communication, networking, and on-site visits. • Generate new business opportunities by identifying target clients, attending networking events, and engaging with financial executives, business owners, and partners (PE, IB, etc.). • Qualify, scope, and close new client engagements by deeply understanding client businesses and industries, identifying solutions, and negotiating terms. • Ensure superior client service delivery and proactive account management. • Mentor, coach, and provide growth opportunities for professional staff. • Play an active role in professional recruiting, including interviewing candidates and managing relationships with external recruiting agencies. Qualifications • Required: Public accounting or public accounting business development experience (Big 4 or 2nd tier preferred). • 10+ years of progressive experience in client relations, business development, or financial advisory services. • Proven track record of driving business growth, building client relationships, and achieving revenue targets. • Strong leadership and team development skills, with experience mentoring professional staff. • Exceptional communication, negotiation, and interpersonal skills. • Established network of business contacts in the Mid-Atlantic region a strong plus. Why This Opportunity? • Opportunity to lead and grow a key regional practice with a respected advisory firm. • Entrepreneurial environment with strong leadership support. • High-growth role designed for professionals ready to move from technical accounting into business development. • Professional growth opportunities in a collaborative, client-focused culture.