Build and lead Patriot's national Property & Casualty practice, creating the structure, standards, and resources that help agencies compete more effectively together.
Partner with retail, regional, and agency leaders to drive organic growth, client retention, and producer productivity.
Strengthen carrier relationships and develop specialist capabilities to improve market access and complex risk placement.
Patriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees and 150+ locations, the company fosters a collaborative culture that supports each agency's identity while providing the resources and scale to grow.
Own P&L and delivery for a $3–5M portfolio of client engagements.
Lead and develop a team of consultants, BAs, and project managers.
Serve as senior escalation point for key customers and shape delivery approach.
Sparkrock provides software built on Microsoft Dynamics 365 to help nonprofits, school boards, and government agencies reach their full potential. They are a fully remote, global organization focused on growth and culture.
Perform implementation, optimization, and strategic consulting engagements with insurance brokers.
Engage with new clients to gather software configuration and business process requirements.
Configure core applications and deliver education on Broker Management Systems.
Applied Systems reinvents insurance technology with cloud software and AI-powered solutions. With over 40 years of experience, the company serves thousands of agencies and brokers worldwide, fostering a people-first culture built on trust, inclusion, and growth.
Lead end-to-end implementation projects for benefits solutions, coordinating activities from initiation to delivery.
Serve as the primary client advocate, analyzing requirements and customizing solutions for midsize clients.
Manage project scope, timelines, and risks while collaborating with cross-functional teams and external partners.
The company provides benefits solutions for midsize clients, focusing on health plan implementations. It emphasizes collaborative, consultative client service and a culture of continuous improvement.
Build and execute a consultant relations strategy that drives awareness and advocacy across employer and health plan benefit spaces.
Lead and develop a team of 7 Strategic Alliances directors and senior managers, providing clear feedback and guidance.
Drive pipeline growth through targeted strategies and deep partnerships with national and regional benefits consulting firms.
Spring Health is a global mental health company eliminating every barrier to mental health via an AI-native platform for personalized care. Their validated approach reaches 170+ million people worldwide and fosters an AI-fluent, mission-driven culture.
Develop and deliver engaging product demonstrations that clearly communicate the business and technical value of software solutions.
Work alongside sales teams throughout the sales cycle to understand client objectives, requirements, challenges, and desired outcomes.
Translate customer goals and functional requirements into relevant solution capabilities and compelling use cases.
They provide modern software solutions for the insurance industry, leveraging cloud and AI technologies. They emphasize a people-focused culture built on collaboration, trust, inclusion, and professional growth.
Drive exceptional results with agency partners for quality, growth, and retention.
Engage with agents 120 times per month digitally to drive profitable growth.
Collaborate with peers to improve agency results and increase policy sales.
Openly is a property and casualty insurance provider that uses data to modernize underwriting and deliver tailored coverage. The company values collaboration, open communication, and work-life balance, with a remote-first culture and a focus on innovation.
Assess client needs and present insurance options through virtual meetings.
Maintain relationships and handle admin tasks like notes, appointments, and CRM hygiene.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants is a remote insurance company that helps clients assess needs and select coverage options. They offer a performance-driven, competitive culture with full training and a qualified lead pipeline.
Serve as an agency expert on P&C, ensuring decisions are of high quality.
Review reports on agent performance and sales results to evaluate your team and inform operational changes.
Coach and mentor agents to achieve quotas while fostering a culture of accountability and results.
Savvy, a Gen Digital Company, is reimagining how insurance is bought and sold with a platform built on innovation, data, and automation. Our team is goal-driven and focuses on performance, coaching, and operational excellence.
Lead and mentor a high-performing team of project managers through all phases of delivery.
Collaborate with leadership to standardize project management processes and drive operational efficiency.
Interface with clients to manage project execution, risk, and successful outcomes.
Coalfire is a cybersecurity company that helps clients navigate the evolving cybersecurity landscape through advisory, assessment, and automation. The company is headquartered in Chicago with offices across the U.S. and U.K., and its team consists of passionate problem-solvers and thought leaders.
Own P&L and delivery performance for a $3–5M portfolio of client engagements.
Lead and develop a team of consultants, business analysts, and project managers.
Act as senior escalation point and partner with Sales to scope new engagements.
Sparkrock provides software built on Microsoft Dynamics 365 to help nonprofits, school boards, and government agencies use technology more effectively. The company is a 100% remote, global team focused on culture and growth, offering flexible hours and a supportive environment.
Lead and develop a team of Client Executives managing strategic accounts, including C-suite relationships, contract economics, and renewal outcomes.
Build proactive consultant and broker relations, and own retention, renewal, and revenue performance for a book of business.
Coordinate cross-functionally to resolve escalations, develop processes, and contribute to organizational design.
AffirmedRx is on a mission to improve health care outcomes by bringing clarity, integrity, and trust to pharmacy benefit management. They are committed to making pharmacy benefits easy to understand and always in the best interest of employers and the lives they impact.
Deliver exceptional service to policyholders via phone, email, and SMS.
Retain and grow customers by managing renewals and presenting competitive solutions.
Drive revenue through consultative selling and quoting additional coverage.
Trellis builds technology for Savvy, a licensed insurance agency, making insurance shopping effortless and customer-first. We're a profitable, fast-growing Series A startup, remote-first, with a culture of experimentation and ownership.
Drive strategic agency growth through field visits and tailored territory engagement plans to boost quoting and binding.
Enable agency partners with tools, training, and co-marketing strategies to maximize production with Openly.
Monitor portfolio performance and channel market intelligence to support underwriting, product, and strategy teams.
Openly is redefining insurance with data-driven underwriting and tailored coverage, replacing complexity with clarity. The company values simplicity, empathy, and innovation, with a remote-first culture focused on collaboration and work-life balance.
Own and manage client and broker relationships for a portfolio of 25-30 large market accounts, ensuring high-quality experience and proactive risk mitigation.
Execute engagement workflows, analyze client KPIs, and develop data-driven action plans to drive retention and satisfaction.
Collaborate cross-functionally with Strategic Account Management, Sales, and Concierge teams, and lead client meetings with strong executive presence.
Garner Health transforms the U.S. healthcare system by using advanced data analytics to identify high-performing doctors and incentivize members to seek better care. In five years, the company has helped over 2.5 million people access higher-quality care, saved $1 billion in healthcare costs, and doubled annually, recently closing a Series E round.
Help families understand and select protection options remotely.
Manage your own schedule with flexible hours and clear expectations.
Grow through mentorship, coaching, and honest performance feedback.
Global Elite Empire Consultants is a company that helps families understand and set up protection options. The remote team emphasizes mentorship, coaching, and honest communication to support professional growth.
Assess client needs and teach financial protection options.
Maintain ongoing client relationships and perform administrative tasks.
Work remotely with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants specializes in financial protection consulting, helping clients assess needs and select suitable options. The company offers a remote, performance-driven culture with full training and advancement opportunities.
Conduct discovery sessions and deliver value-based software demonstrations to prospective customers.
Support all sales cycle phases, including proposals, RFPs/RFIs, and post-sale transitions.
Collaborate with product marketing and cloud operations on competitive intelligence and migration guidance.
Insurity is the largest cloud-based software provider for the Property & Casualty market, trusted by 22 of the top 25 P&C carriers. The company fosters a culture of innovation, teamwork, and continuous learning, with an award-winning onboarding experience.
Lead a high-performing remote service team to drive exceptional customer outcomes and retention.
Coach and mentor 8-10 agents while using data to improve performance and operational efficiency.
Serve as a P&C insurance expert to ensure service quality, compliance, and cross-sell opportunities.
Trellis is a tech company behind Savvy, a licensed insurance agency, rewriting the insurance experience with clean design and a customer-first mindset. We're a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures, with a remote-first team that moves quickly and builds with intention.