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An environment that fosters growth.

At Harmon Dennis Bradshaw, Inc, our team enjoys an environment that fosters growth. We recognize that a company is only as good as the people behind it.  If you are a talented individual who wants to progress their career and make a difference, we are interested in hearing from you.

We are consistently seeking experienced sales and service personnel who are successful at developing and retaining business and seeking the opportunity to be part of a rapidly growing organization where they can excel.

If you are an individual with a desire to work in a dynamic sales and service organization, please apply below or send an email with a copy of your resume to recruiting@hdbinsurance.com or call 800-239-5512.

Harmon Dennis Bradshaw, Inc, is an equal opportunity employer.

Open Positions
Birmingham, AL

Commercial Lines Account Manager

Summary: Assist Producer in sales, marketing and servicing of renewal and/or some new business. Effectively manage a book of business containing selected accounts encompassing a high level of expertise and service to the clients. Serve as a back up to peer Account Managers during vacations, absences, etc. Mentor with ASR (when requested) and assist in procedural training of new employees. Supervises and coordinates activities engaged in compiling data on changes to insurance policies in force, changing provisions of policies to conform to insured’s specifications, and communication of premium rates to clients based on changes to policies by performing the following duties:

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Account Service: Receive all correspondence from clients and carriers for policy changes, preparing and issuing binders, certificates of insurance, invoicing, audits, run MVR’s, underwriting information, updating Sagitta and ImageRight systems with detail routinely.  Prepare policy binder book for submission to client after quality assurance review. Delegate requests as appropriate and monitor follow-up. Personally assist in the resolution of more complex requests in order to assure client that all tasks are handled at a managerial level. Have capabilities to establish/maintain a good business relationship with all clients and company personnel. At the discretion of the Producer, may be called upon to interact face to face with clients or company personnel. Make the Producer aware of any negative solutions. Keep a record of all expiration dates within the book of business and coordinate with the Producer the “plan of action”. Bring to the attention of the Producer any major changes to the account during the year.

Client Information/Requests:  Receive and respond to client requests for information, policy changes, etc. Assist in obtaining coverage specifics, loss history and other information necessary to prepare company applications/quotes for new and renewal business.

Administrative: Manage the preparation and delivery of all applications, policies, endorsements and invoices, correspondence, reports, and other miscellaneous transactions. Insure accuracy and completion of all documents pertaining to the accounts assigned. Assigns some duties to ASR, as needed. Interprets policy provisions to ASR, as needed, to assist ASR in effecting changes according to company regulations.

Financial: Prepares and sends out initial invoices. If requested from Producers, will re-bill clients as needed.

Marketing: Assist Producer in obtaining renewal information from the client and/or carriers. Assists in the preparation of submissions and applications. Prepares proposals, presentations and any necessary quote comparisons. Review applications for completeness and accuracy in preparation for submission to carriers.

General Team Support: Keep Producer(s) informed of major changes/problems. Answer telephone, maintain expiration lists and workflow within the team. Follow company procedures and provide general assistance to all team members.

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/Experience: Associate’s degree (A. A.) or equivalent from two-year college or technical school; or five+ (5+) years related experience and/or training; or equivalent combination of education and experience.
  • Language Ability: Ability to read and interpret policy & contract documents. Ability to speak effectively with customers or colleagues and type routine correspondence.
  • Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and area. 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.
  • Computer Skills: To perform this job successfully, an individual should have knowledge of and the ability to use the following software products successfully:  Microsoft Word (word processing software); Microsoft Excel (spreadsheet software); Sagitta (accounting software) and ImageRight /WorkSmart (insurance content management &  workflow solution software).
  • Certificates and Licenses:  Property & Casualty License required; CIC Certificate and/or CISR Certificate required upon hire.
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Customer Service, Quality Assurance, General Business
  • Industries: Insurance

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume
Montgomery, AL

Commercial Lines Account Manager

Summary: Assist Producer in sales, marketing and servicing of renewal and/or some new business. Effectively manage a book of business containing selected accounts encompassing a high level of expertise and service to the clients. Serve as a back up to peer Account Managers during vacations, absences, etc. Mentor with ASR (when requested) and assist in procedural training of new employees. Supervises and coordinates activities engaged in compiling data on changes to insurance policies in force, changing provisions of policies to conform to insured’s specifications, and communication of premium rates to clients based on changes to policies by performing the following duties:

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Account Service: Receive all correspondence from clients and carriers for policy changes, preparing and issuing binders, certificates of insurance, invoicing, audits, run MVR’s, underwriting information, updating Sagitta and ImageRight systems with detail routinely.  Prepare policy binder book for submission to client after quality assurance review. Delegate requests as appropriate and monitor follow-up. Personally assist in the resolution of more complex requests in order to assure client that all tasks are handled at a managerial level. Have capabilities to establish/maintain a good business relationship with all clients and company personnel. At the discretion of the Producer, may be called upon to interact face to face with clients or company personnel. Make the Producer aware of any negative solutions. Keep a record of all expiration dates within the book of business and coordinate with the Producer the “plan of action”. Bring to the attention of the Producer any major changes to the account during the year.

Client Information/Requests:  Receive and respond to client requests for information, policy changes, etc. Assist in obtaining coverage specifics, loss history and other information necessary to prepare company applications/quotes for new and renewal business.

Administrative: Manage the preparation and delivery of all applications, policies, endorsements and invoices, correspondence, reports, and other miscellaneous transactions. Insure accuracy and completion of all documents pertaining to the accounts assigned. Assigns some duties to ASR, as needed. Interprets policy provisions to ASR, as needed, to assist ASR in effecting changes according to company regulations.

Financial: Prepares and sends out initial invoices. If requested from Producers, will re-bill clients as needed.

Marketing: Assist Producer in obtaining renewal information from the client and/or carriers. Assists in the preparation of submissions and applications. Prepares proposals, presentations and any necessary quote comparisons. Review applications for completeness and accuracy in preparation for submission to carriers.

General Team Support: Keep Producer(s) informed of major changes/problems. Answer telephone, maintain expiration lists and workflow within the team. Follow company procedures and provide general assistance to all team members.

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/Experience: Associate’s degree (A. A.) or equivalent from two-year college or technical school; or five+ (5+) years related experience and/or training; or equivalent combination of education and experience.
  • Language Ability: Ability to read and interpret policy & contract documents. Ability to speak effectively with customers or colleagues and type routine correspondence.
  • Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and area. 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.
  • Computer Skills: To perform this job successfully, an individual should have knowledge of and the ability to use the following software products successfully:  Microsoft Word (word processing software); Microsoft Excel (spreadsheet software); Sagitta (accounting software) and ImageRight /WorkSmart (insurance content management &  workflow solution software).
  • Certificates and Licenses:  Property & Casualty License required; CIC Certificate and/or CISR Certificate required upon hire.
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Customer Service, General Business, Other
  • Industries: Insurance

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume

Account Services Representative

Summary: Provide assistance to Account Manager(s) in servicing of new and renewal business. Effectively resolve client requests. Compiles data, performs routine tasks, and processes standard renewals and endorsements to support the insurance process by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Account Service: Assist Account Manager(s) in overall account service related duties including, but not limited to policy changes, invoicing, certificate issuance for new and renewal business, audits, run MVR’s, evidence of property, updating Sagitta and ImageRight systems detail. Prepare policy binder book for submission to client after quality assurance review.

Client Information/Requests: Receive and respond to client requests for information, policy changes, etc. Assist in obtaining coverage specifics, and other information necessary to prepare company applications/quotes for new and renewal business.

General Team Support: Keep Account Manager (s) and Producer(s) informed of major changes/problems. Answer telephone, maintain workflow within the team. Follow company procedures and provide general assistance to all team members.

Receptionist: Covers front desk for breaks as needed and when receptionist is out of the office.

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/Experience: High school diploma or general education degree (GED); or one year related experience and/or training; or equivalent combination of education and experience.
  • Language Ability: Ability to read and interpret policy & contract documents. Ability to speak effectively with customers or colleagues and type routine correspondence.
  • Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and area. 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.
  • Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Word word processing software; Microsoft Excel spreadsheet software; Sagitta software and ImageRight software.
  • Certificates and Licenses: Property & Casualty License required. If not upon hire, must attain within 6 months of hire. CISR Certificate should be sought within 18 months to 2 years of hire.

Seniority Level
Entry level

Industry
Insurance

Employment Type
Full-time

Job Functions
Customer Service Information Technology Administrative

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume

Producer

Summary: Responsible for selling new business to ensure continued profitable growth for the agency. Will prospect for new clients, sell additional coverages to existing clients, and retain existing accounts to achieve personal production goals by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Call on clients/policyholders to deliver and explain policy, to analyze insurance program and suggest additions and/or changes
  • Customize insurance programs to suit individual clients, often covering a variety of risks
  • Contact prospects, schedule appointments, and make sales presentations
  • Develop prospecting programs and follow-up for maximum results
  • Maintain prospect list of clients for target business
  • Balance production to achieve desired mix of business. Promote products of carriers that the firm has identified as important
  • Coordinate production efforts with Operations Director, Marketing Director and account service personnel, as requested and needed
  • Interview prospects/clients to obtain data about their financial resources and needs in order to accurately and thoroughly complete survey and application forms before marketing or submitting to be marketed/re-marketed.
  • Conduct periodic meetings with Account Managers to provide updates and ensure policies and procedures are understood
  • Calculate premiums and establish payment methods. Arrange payment terms for all accounts in accordance with agency credit and collections policies. Responsible for collection of all outstanding premiums.
  • Deliver renewals and/or binders following agency guidelines
  • Perform administrative tasks, such as maintaining records
  • Keep abreast of trends and techniques to maintain a competitive status for the agency within the industry
  • Attend sales seminars, company sales meetings, or educational activities needed to improve sales techniques, stay up to date on the latest developments in the marketplace, and maintain required licenses
  • Review all agency activities relating to the public, customers and companies to avoid issues involving potential errors and omissions
  • Participate in industry meetings, providing subject matter expertise.
  • Meet or exceed performance goals for client and employee satisfaction and retention, as well as revenue generation.

Education/Experience:

  • Bachelor’s degree preferred
  • Must have or be willing to obtain all licenses as required by the State Department of Insurance
  • CPCU, CIC, and ARM designations (highly desirable)
  • P&C License required
  • Minimum 3-5 years sales experience with proven sales success demonstrated (highly desirable)
  • Ability to travel some

Knowledge/Skills/Abilities: 

  • Possess excellent communication skills, both verbal and written, and be able to make presentations to groups effectively
  • Ability to lead and influence others
  • A sense of urgency to respond quickly to client needs; demonstrated organizational skills and an attention to detail.
  • Ability to carry out detailed written or verbal instructions with multiple variables
  • Prior sales/production and marketing/underwriting experience in an insurance agency or brokerage firm
  • Possess Commercial Lines product knowledge
  • Knowledge of agency systems and company relationships
  • Team player and willing to find accommodating solutions for our customers, companies, and Agency
  • Experience scoping new engagements, networking and generating leads.
  • Demonstrated entrepreneurial attitude.
  • Ability to self-start, self-motivate and work independently.
  • Strong professional acumen and communication skills, with experience interacting with clients and their executives/teams.
  • Strong ability to multitask, follow-up and prioritize workload.
  • Ability to read and interpret policy & contract documents.
  • Demonstrated ability to build and sustain long-term relationships while engaging team.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Word word-processing software; Microsoft Excel spreadsheet software required; Sagitta and ImageRight software a plus.

The statements contained in this job description reflect the general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods or otherwise to balance the workload.

HDB, Inc. is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Sales, Business Development, Consulting
  • Industries: Marketing & Advertising, Financial Services

HDB is an Equal Opportunity Employer.

Apply to this job position by emailing jhill@hdbinsurance.com or filling out the form below.

Email Resume
Application
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Company Benefits

Join our team and enjoy these benefits as you take your career to the next level!

  • Profit Sharing
  • 401(k)
  • Dental
  • Vision
  • Medical
  • Paid Vacation
  • Paid Holidays