Team Focus Insurance Group

Role Description Deliver exceptional customer service in a fast-paced call center environment by handling inbound calls, chats, and task processing from clients and agents regarding all personal lines insurance policies. Responsibilities include, but are not limited to: - Answering policy questions - Processing endorsement changes - Handling cancellation requests - Assisting with policy payments and billing inquiries - Providing requested documentation The role requires the ability to multitask efficiently, maintain accuracy under pressure, and provide a positive client experience while meeting service standards and performance metrics. Qualifications - Two (2) years Agency experience in Personal Lines including homeowners and other lines; or equivalent combination of education and experience. Requirements - Knowledge of Property/Casualty Insurance operations and policy elements preferred. - Strong verbal and written communication skills. - Ability to manage multiple tasks efficiently and maintain high accuracy. - Proficiency with insurance systems and standard office software. - Ability to handle difficult or upset clients professionally, using effective de-escalation techniques to resolve issues and maintain positive customer relationships. - Strong problem-solving and conflict-resolution skills. - Self-motivated, disciplined, and able to maintain productivity without direct supervision. - Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams) for documentation, reporting, and team collaboration. - Active 2-20 or 4-40 license or industry designation such as CPCU or CIC preferred. Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available

Role Description We are seeking an experienced, detail-oriented Commercial Lines Trucking Insurance agent to join our team. This remote position requires you to reside outside Florida. The underwriter will answer inbound agency and client calls, provide exceptional underwriting support, and actively participate in selling by identifying upsell and cross-sell opportunities for commercial trucking insurance. Key Responsibilities - Answer inbound calls from agencies and clients, providing bilingual (English/Spanish) support for all commercial trucking insurance inquiries. - Sell and promote commercial lines trucking insurance: identify upsell and cross-sell opportunities based on customer and agency needs. - Review and underwrite commercial trucking insurance applications, renewals, endorsements, and policy changes, ensuring compliance with underwriting guidelines. - Evaluate risk, determine eligibility, set coverage and pricing within authority, and make clear, timely underwriting decisions. - Support the sales process for agency partners, including quoting, coverage explanations, and documentation follow-up. - Handle questions and requests regarding eligibility, underwriting, endorsements, policy changes, renewals, and cancellations. - Maintain exceptional customer service during every call, ensuring a professional and knowledgeable experience. - Accurately document all interactions, decisions, and transactions in the agency management system and CRM tools. - Resolve customer and agency issues at first contact when possible, escalating complex cases as necessary. - Collaborate efficiently with underwriting, operations, and internal teams on issue resolution and policy management. - Perform related administrative tasks to ensure smooth agency and policy operations. Qualifications - Active 220 Insurance License (required). - Must reside in the state of Florida (required). - Demonstrated success in a customer-facing role answering calls, providing insurance support, and participating in sales. - Minimum of 2 years working as a commercial trucking underwriter or in a similar underwriting support capacity. - Proficiency with commercial auto/trucking insurance products, coverage, and underwriting standards. - Experience with agency management systems (AMS), CRM software, and Microsoft Office Suite. - Effective verbal and written communication skills; able to explain insurance concepts clearly and confidently. - Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment. - High school diploma or equivalent required. Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available

Role Description We are seeking an experienced, detail-oriented Commercial Lines Trucking Underwriter to join our team. You must have direct experience in commercial lines trucking insurance, be fluent in both English and Spanish, and hold an active 220 Insurance License. This remote position requires you to reside outside Florida. The underwriter will: - Answer inbound calls from agencies and clients, providing bilingual (English/Spanish) support for all commercial trucking insurance inquiries. - Sell and promote commercial lines trucking insurance: identify upsell and cross-sell opportunities based on customer and agency needs. - Review and underwrite commercial trucking insurance applications, renewals, endorsements, and policy changes, ensuring compliance with underwriting guidelines. - Evaluate risk, determine eligibility, set coverage and pricing within authority, and make clear, timely underwriting decisions. - Support the sales process for agency partners, including quoting, coverage explanations, and documentation follow-up. - Handle questions and requests regarding eligibility, underwriting, endorsements, policy changes, renewals, and cancellations. - Maintain exceptional customer service during every call, ensuring a professional and knowledgeable experience. - Accurately document all interactions, decisions, and transactions in the agency management system and CRM tools. - Resolve customer and agency issues at first contact when possible, escalating complex cases as necessary. - Collaborate efficiently with underwriting, operations, and internal teams on issue resolution and policy management. - Perform related administrative tasks to ensure smooth agency and policy operations. Qualifications - Active 220 Insurance License (required). - Must reside outside the state of Florida (required). - Bilingual fluency in English and Spanish (required). - Direct commercial lines trucking insurance underwriting experience (required). - Demonstrated success in a customer-facing role answering calls, providing insurance support, and participating in sales. - Minimum of 2 years working as a commercial trucking underwriter or in a similar underwriting support capacity. - Proficiency with commercial auto/trucking insurance products, coverage, and underwriting standards. - Experience with agency management systems (AMS), CRM software, and Microsoft Office Suite. - Effective verbal and written communication skills; able to explain insurance concepts clearly and confidently. - Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment. - High school diploma or equivalent required. Requirements - Must reside outside Florida. - Bilingual: English/Spanish. - 220 License Required. - Commercial Lines Trucking Experience Required. Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account. - Competitive Salaries. - 401K Match. - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave. - Short and Long-Term Disability. - Employee Support Programs, Including Mental Health. - Tuition Reimbursement. - Matching Charitable Gift Program. - Lucrative Referral Program. - Commuter Benefits. - Flexibility: Remote and Hybrid Opportunities Available.

Role Description Deliver exceptional customer service in a fast-paced call center environment by handling inbound calls, chats, and task processing from clients and agents regarding all personal lines insurance policies. Responsibilities include, but are not limited to: - Answering policy questions - Processing endorsement changes - Handling cancellation requests - Assisting with policy payments and billing inquiries - Providing requested documentation The role requires the ability to multitask efficiently, maintain accuracy under pressure, and provide a positive client experience while meeting service standards and performance metrics. Qualifications - Two (2) years Agency experience in Personal Lines including homeowners and other lines; or equivalent combination of education and experience. Requirements - Knowledge of Property/Casualty Insurance operations and policy elements preferred. - Strong verbal and written communication skills. - Ability to manage multiple tasks efficiently and maintain high accuracy. - Proficiency with insurance systems and standard office software. - Ability to handle difficult or upset clients professionally, using effective de-escalation techniques to resolve issues and maintain positive customer relationships. - Strong problem-solving and conflict-resolution skills. - Self-motivated, disciplined, and able to maintain productivity without direct supervision. - Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams) for documentation, reporting, and team collaboration. - Active 2-20 or 4-40 license or industry designation such as CPCU or CIC preferred. Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available

Role Description The Underwriter II – Commercial Lines is responsible for providing high-level service and underwriting support for a portfolio of small to mid-sized commercial accounts, including select high-profile or complex cases. Core responsibilities include: - Processing policy transactions with underwriting authority. - Managing endorsement requests. - Handling certificates of insurance. - Responding to service inquiries. - Proactively identifying cross-sell opportunities. - Serving as a resource to peers. This role emphasizes technical accuracy, strong communication skills, and a proactive, team-focused approach in delivering exceptional client service. Qualifications - Active Property & Casualty Insurance License required; must be able to obtain licensing in all 50 states. - Comprehensive understanding of commercial lines insurance products and risk assessment. - Proven ability to handle more complex or high-exposure accounts with minimal supervision. - Strong verbal and written communication skills with a customer-first mindset. - High degree of accuracy and attention to detail in processing and documentation. - Proficient in agency management systems (e.g., EZLynx) and CRM platforms. - Able to lead by example and provide informal peer coaching and support. Requirements - Associate or bachelor’s degree preferred. - 3–5 years of experience in commercial lines underwriting or servicing with increasing responsibility. - Previous experience working on mid-sized to complex commercial accounts highly desirable. - Call center or high-volume service environment experience is a plus. Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account. - Competitive Salaries. - 401K Match. - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave. - Short and Long-Term Disability. - Employee Support Programs, Including Mental Health. - Tuition Reimbursement. - Matching Charitable Gift Program. - Lucrative Referral Program. - Commuter Benefits. - Flexibility: Remote and Hybrid Opportunities Available.

Role Description Leads, manages, and oversees underwriting and service operations delivering outsourced insurance solutions on behalf of multiple carrier partners across commercial and personal lines of business. Provides strategic and operational leadership to underwriting and call center teams with a strong focus on underwriting excellence, profitability, and execution accuracy. Responsible for managing carrier relationships, operational performance, and financial outcomes, including accountability for P&L performance, underwriting quality, and achievement of contractual service standards. Ensures consistent, data-driven decision-making aligned with carrier underwriting guidelines, risk appetite, and company objectives while fostering a high-performance, results-oriented culture. This role is fully remote. - Directs and profitably manages all aspects of underwriting and call center operations to meet established standards. - Develops and maintains positive, professional and constructive relationships with carrier partners. - Leads the underwriting and servicing team members in the execution of our business strategy by developing workflows, processes and procedures that align with client and business goals. - Coaches direct reports through regular feedback to provide effective supervision and handling of team member issues including performance, discipline, separation and completion of 30-60-90 Annual performance evaluations, in a timely manner. - Carries out a performance enhancement culture by developing team members for wider roles and responsibilities to foster professional growth and development. - Possesses a clear understanding of multiple carrier underwriting guidelines and maintains an in-depth knowledge of all tools and models used. - Receives and resolves escalated problems as needed for underwriting and service operations. - Works with senior leadership and executives to establish unit goals and budgets, with full accountability for variance measurement and execution on a monthly, quarterly and annual basis. - Partners with Human Resources to hire, train and develop a high-performance service center team. - Assists the senior management team with the implementation of new program management companies and internal functions. - Directly supervises more than two (2) employees in the Call Center and underwriting operations. - Maintains ownership of operational P&L performance, including expense management, productivity optimization, revenue attainment, and margin improvement initiatives. - Provides underwriting leadership across commercial and personal lines by ensuring accurate risk selection, disciplined decision-making, and adherence to carrier underwriting guidelines and authority levels. - Develops and enforces underwriting quality control procedures designed to minimize errors, reduce rework, and improve first-pass accuracy. - Partners with internal and carrier audit teams to ensure transparency, accountability, and continuous improvement in underwriting execution. Qualifications - Bachelor’s degree preferred. - Ten (10) plus years of experience leading an insurance service operations supporting multiple lines or carriers; or equivalent combination of education and experience. - Current and active 2-20, 4-40 licenses or the ability to obtain such within time frame established by the company. - CPCU, AU, CIC and/or CPIA designations preferred. Requirements - Starting salary: $135,000 plus opportunity for a discretionary bonus. Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available

Role Description Reviews and analyzes applications, inspections, endorsements, cancellations, and reinstatements to determine policy eligibility while adhering to underwriting rules and guidelines. Accepts or rejects applications and makes risk selections on behalf of the carrier client within underwriting rules and guidelines. Handles inbound calls and chats from agents and clients to provide guidance on policy forms, coverage, and underwriting decisions. Processes tasks across new business, inspections, endorsements, cancellations, and reinstatements to ensure timely and accurate workflow completion. Develops and maintains strong agent relationships and acts as a subject matter expert by providing guidance on policy forms, coverage, and departmental processes to both external agents and internal team members. Qualifications - Bachelor’s degree from a four year college or university preferred. - Customer service and conflict-resolution skills, including handling agent or client inquiries professionally. - Self-motivated, disciplined, and able to maintain productivity without direct supervision. - Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams) for documentation, reporting, and team collaboration. - An active 2-20 or 4-40 license, or industry designation such as CPCU or CIC, is preferred. Requirements - Review and process applications for all personal lines coverage to determine eligibility for company programs. - Analyze applications, inspections, and endorsements to make risk selection decisions within established underwriting rules and guidelines. - Accept or reject applications and determine coverage, pricing, and endorsements with accuracy and efficiency. - Process requests for cancellations, reinstatements, and endorsements while adhering to departmental service standards. - Demonstrate proficiency in 5 or more underwriting functions, including risk evaluation, premium calculation, and policy adjustments. - Research complex underwriting issues and provide solutions for eligibility, coverage, and compliance concerns. - Serve as a subject matter expert for agents by providing guidance on policy forms, coverage options, and application submission. - Receive and handle agent calls regarding bind requests, endorsement changes, cancellations, reinstatements, inspections, missing information, and quote acceptability. - Maintain strong agent relationships through proactive communication and timely resolution of inquiries. - Ensure timely and accurate processing of tasks to support departmental and client needs. - Maintain organized workflow to optimize productivity and compliance with underwriting standards. - Stay current on underwriting rules, policy forms, industry trends, and regulatory requirements. - Participate in training sessions and cross-functional initiatives as needed. - Ensure compliance with carrier and company guidelines in all underwriting decisions. - Recommend process improvements to enhance underwriting quality and efficiency. Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account. - Competitive Salaries. - 401K Match. - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave. - Short and Long-Term Disability. - Employee Support Programs, Including Mental Health. - Tuition Reimbursement. - Matching Charitable Gift Program. - Lucrative Referral Program. - Commuter Benefits. - Flexibility: Remote and Hybrid Opportunities Available.

Role Description The Underwriter II – Commercial Lines is responsible for providing high-level service and underwriting support for a portfolio of small to mid-sized commercial accounts, including select high-profile or complex cases. Core responsibilities include: - Processing policy transactions with underwriting authority. - Managing endorsement requests. - Handling certificates of insurance. - Responding to service inquiries. - Proactively identifying cross-sell opportunities. - Serving as a resource to peers. This role emphasizes technical accuracy, strong communication skills, and a proactive, team-focused approach in delivering exceptional client service. Qualifications - Active Property & Casualty Insurance License required; must be able to obtain licensing in all 50 states. - Comprehensive understanding of commercial lines insurance products and risk assessment. - Proven ability to handle more complex or high-exposure accounts with minimal supervision. - Strong verbal and written communication skills with a customer-first mindset. - High degree of accuracy and attention to detail in processing and documentation. - Proficient in agency management systems (e.g., EZLynx) and CRM platforms. - Able to lead by example and provide informal peer coaching and support. Requirements - Associate or bachelor’s degree preferred. - 3–5 years of experience in commercial lines underwriting or servicing with increasing responsibility. - Previous experience working on mid-sized to complex commercial accounts highly desirable. - Call center or high-volume service environment experience is a plus. Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available

Role Description The Underwriter I – Commercial Lines plays a vital role in supporting the underwriting and servicing needs of our commercial insurance clients. This position is responsible for providing concierge-level service to insureds and agents by managing small to mid-sized commercial lines accounts. Core responsibilities include: - Underwrite and process commercial lines endorsements within assigned authority levels. - Accurately issue certificates of insurance in accordance with client guidelines and state regulations. - Review and respond to policy-related inquiries received via phone and email, ensuring timely and thorough resolution. - Manage tasks and service requests indexed through the email and call systems, ensuring timely follow-up and closure. - Support proactive policy renewals by reviewing account status and coverage adequacy prior to outreach. - Answer inbound phone calls from agents, policyholders, and other stakeholders regarding billing, policy documents, and claims setup. - Cross-sell additional lines of coverage when appropriate, in alignment with client and company goals. - Maintain clear and accurate documentation of all interactions and underwriting decisions in applicable systems. - Monitor outstanding items and follow through on pending requests until resolution, ensuring exceptional customer experience. - Establish and maintain positive working relationships with agents, underwriters, and other internal teams. Qualifications - Active Property & Casualty Insurance License required; must be able to obtain licensing in all 50 states. - Strong knowledge of commercial lines insurance products and underwriting principles. - Exceptional communication skills, both verbal and written. - High attention to detail with strong organizational and time management abilities. - Proficient in agency management systems such as EZLynx and policy administration platforms. - Ability to multitask and prioritize work in a dynamic, fast-paced environment. Requirements - Associate or bachelor’s degree preferred. - 3–5 years of experience servicing or underwriting commercial property & casualty insurance policies. - Prior experience in an agency or carrier environment with demonstrated customer service skills. - Call center or high-volume client service experience is a strong plus. Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available

Company Overview FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. Underwriter I – Commercial Lines plays a vital role in supporting the underwriting and servicing needs of our commercial insurance clients. This position is responsible for providing concierge-level service to insureds and agents by managing small to mid-sized commercial lines accounts. Core responsibilities include processing policy transactions with underwriting authority, managing endorsement requests, handling certificates of insurance, responding to service inquiries, and proactively identifying cross-sell opportunities. The role requires a high level of accuracy, efficiency, and professionalism in a fast-paced, customer-focused environment. Key Responsibilities: - Underwrite and process commercial lines endorsements within assigned authority levels. - Accurately issue certificates of insurance in accordance with client guidelines and state regulations. - Review and respond to policy-related inquiries received via phone and email, ensuring timely and thorough resolution. - Manage tasks and service requests indexed through the email and call systems, ensuring timely follow-up and closure. - Support proactive policy renewals by reviewing account status and coverage adequacy prior to outreach. - Answer inbound phone calls from agents, policyholders, and other stakeholders regarding billing, policy documents, and claims setup. - Cross-sell additional lines of coverage when appropriate, in alignment with client and company goals. - Maintain clear and accurate documentation of all interactions and underwriting decisions in applicable systems. - Monitor outstanding items and follow through on pending requests until resolution, ensuring exceptional customer experience. - Establish and maintain positive working relationships with agents, underwriters, and other internal teams. Required Skills & Qualifications: - Active Property & Casualty Insurance License required; must be able to obtain licensing in all 50 states. - Strong knowledge of commercial lines insurance products and underwriting principles. - Exceptional communication skills, both verbal and written. - High attention to detail with strong organizational and time management abilities. - Proficient in agency management systems such as EZLynx and policy administration platforms. - Ability to multitask and prioritize work in a dynamic, fast-paced environment. Education & Experience: - Associate or bachelor’s degree preferred. - 3–5 years of experience servicing or underwriting commercial property & casualty insurance policies. - Prior experience in an agency or carrier environment with demonstrated customer service skills. - Call center or high-volume client service experience is a strong plus. Work Environment & Physical Requirements: - Remote work schedule with flexibility required to support extended business hours (up to 8:00 PM ET). - Hourly: $27 - Prolonged periods of sitting and computer use. - Occasional lifting up to 10 lbs. - Ability to speak clearly over the phone and manage multiple systems simultaneously. Disclaimer: This job description is intended to describe the general nature and level of work being performed. It is not an exhaustive list of all responsibilities, duties, and skills required. Responsibilities may change or be assigned at any time with or without notice. Why join the FOCUS Team? The FOCUS Difference: - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available This position is not able to be performed in California, Colorado, New York or Washington. EEO Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.