Serve as primary point of contact for clients within the assigned region, developing and maintaining long-lasting relationships.
Achieve and exceed sales and revenue targets, while identifying opportunities for upselling and cross-selling.
Conduct regular account reviews and use data-driven analysis to identify trends and growth opportunities.
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. The company has thousands of active agents and plans to accelerate growth.
Serve as the primary point of contact for clients after onboarding, developing strong relationships with key stakeholders.
Identify opportunities for upselling, cross-selling, and new business development using data-driven analysis.
Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes to drive agency production.
First Connect Insurance Services is a digital platform that provides independent insurance agents access to top US carriers and the tools to grow their businesses. The company has thousands of active agents with hundreds joining monthly, and it is committed to putting consumer-grade software at agents' fingertips.
Manage and develop a designated sales territory of Independent Agencies with complex profiles.
Build and nurture strong relationships with agency partners to maximize growth and market share.
Execute sales strategies and use data-driven planning to meet and exceed sales objectives.
Mercury Insurance helps people reduce risk and overcome unexpected events. The company is a midsize employer with a culture that values diversity and inclusion, and has been recognized as one of America's Best Midsize Employers for 2026.
Develop and execute territory marketing strategy to drive new business premium growth.
Build and maintain relationships with independent insurance agencies through face-to-face meetings and training.
Achieve monthly, quarterly, and annual sales goals and revenue targets.
AmTrust Financial Services is an insurance company offering workers compensation, BOP, commercial package, and specialty lines. The company promotes a diverse and inclusive culture and values excellence.
Manage an assigned book of business, ensuring account retention and supporting new business through policy management, renewals, and customer service.
Direct daily activities of the account management team, handling complex issues and maintaining technical competence.
Monitor accounts receivable, maintain agency systems, and communicate transparently with the team to ensure timely service and compliance.
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance solutions. With over 1,300 associates in more than 60 offices across the US and UK, IOA fosters a respectful culture, work-life balance, and community service commitment.
Represent the company to assigned agents and drive multi-line growth through effective agency management.
Achieve annual sales objectives for the territory using digital tools, face-to-face meetings, teleconferencing, and webinars.
Develop success plans with partner agencies and hold them accountable for production, profitability, and relationship building.
Encova Insurance is an insurance company that provides property and casualty insurance products through independent agents. The company emphasizes a collaborative culture, professional growth, and inclusion, with a focus on building trusting relationships with associates, agents, and policyholders.
Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
Develop and implement comprehensive account service strategies, overseeing renewals, negotiations, and claims advocacy.
Lead internal servicing teams, mentor junior staff, and stay updated on insurance trends and market conditions.
Trucordia is an insurance brokerage that delivers exceptional experiences and opportunities for employees, clients, and stakeholders. With over 5,000 team members across 200 U.S. offices, it ranks among the fastest-growing companies and celebrates both individual and collective achievements.
Conduct consultative sales conversations with clients to understand their insurance needs.
Manage the sales process from lead follow-up to closing without cold calling.
Build and maintain strong client relationships through professional communication and follow-through.
The company assists clients in making informed decisions regarding health and life insurance. It is a supportive organization that emphasizes training and career growth for its sales team.
Drive financial performance and meet annual new business production plans through consistent visibility and significant relationships.
Manage territory distribution and position Convelo as a lead partner for core program offerings.
Provide leadership, mentor a team of Regional Sales Managers, and foster a culture of continuous improvement.
Convelo Insurance Group is a leading insurance platform providing brokerage and underwriting services. It is a socially conscious organization with an amazing culture of relentless grit and continuous improvement, part of Signers National.
Meet with homeowners and conduct property inspections to identify covered damage.
Educate property owners about their insurance policy rights and interpret policies.
Generate referral networks and build a book of business for long-term earning potential.
Metro Public Adjustment helps property owners maximize their insurance claim payouts. The company is a 30-year-old business with a supportive culture and ongoing mentorship.
Manage all renewal activities from start to close, delivering complete and accurate renewal reviews.
Develop cooperative relationships with carriers and identify sales opportunities through account rounding and additional coverage.
Assume ownership of customer concerns and feedback, ensuring follow-through to completion.
EPIC Insurance Brokers & Consultants is a rapidly growing insurance brokerage firm providing risk management and employee benefits solutions. With over 4,000 employees nationwide, the company fosters a culture of ownership, trust, and growth, valuing collaboration and inclusivity.
Build and maintain strong relationships with Independent Marketing Organization (IMO) partners to drive annuity sales growth.
Serve as a trusted advisor and external representative, conducting client meetings and presentations.
Manage territory priorities, analyze market trends, and collaborate with internal teams to achieve sales objectives.
The company specializes in retirement and insurance solutions, focusing on building strategic partnerships within the annuity market. The culture emphasizes collaboration, autonomy, and professional growth, with a supportive team environment.
Developing and implementing strategic sales plans to hit company goals and exceed daily, weekly, and monthly quotas.
Coaching, empowering, and engaging 12-14 Sales Agents in a call-center environment.
Providing data reporting, analysis, and tracking of team and individual sales performance.
Kin is an insurtech company that simplifies homeowners insurance using data and technology, expanding to help homeowners thrive in areas with climate risks and high costs. Founded in 2016, it's a remote-first employer with over 35 states, serving customers in 13 states, and has been recognized as a Best Place to Work and Fastest-Growing Private Company.
Provide administrative and operational support to senior underwriting and broker staff.
Enter and update account, quote, and policy information in the agency management system.
Manage inbound calls, process bind orders, and ensure compliance with carrier requirements.
Integrated Specialty Coverages is a growth stage technology and data-driven commercial MGA and insurance wholesaler, combining insurance and technology to serve Main Street USA. Backed by private equity firm Onex Partners, the company is building a digitally focused team to optimize customer engagement.
Sell life and health insurance products to warm leads with no cold calling.
Utilize a proprietary CRM and automation system to manage client relationships.
Enjoy uncapped commission, residual income, and performance bonuses.
The Essex Agency is an insurance agency that provides life and health insurance solutions to families. They are a small, inclusive organization that values diversity and offers a supportive, entrepreneurial culture.
Consult with clients to assess insurance needs and recommend suitable coverage.
Manage the full sales cycle from prospecting to closing deals.
Maintain client relationships and provide ongoing policy support.
GIA Legacy Planning is an insurance agency focused on helping individuals and families find financial protection. They offer a supportive team environment with advanced technology and training for agents.
Identify client needs and recommend tailored insurance solutions to protect what matters most.
Develop and maintain strong client relationships through networking, referrals, and follow-ups.
Generate leads and close sales while working independently with a supportive team.
GIA Legacy Planning specializes in tailoring personalized insurance solutions to protect the financial well-being of families and businesses. The company fosters a supportive, entrepreneurial culture focused on growth and work-life balance, with opportunities for leadership development.
Identify client needs and recommend tailored insurance solutions.
Develop and maintain strong client relationships through networking and follow-ups.
Educate clients on policies and stay informed about industry trends.
GIA Legacy Planning is a dynamic, client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company culture emphasizes integrity, mentorship, and professional growth.
Lead and mentor a high-performing team of Sales Representatives to drive growth and profitability.
Develop and execute strategic sales plans to achieve new business targets and manage the sales pipeline.
Collaborate with cross-functional teams to align sales efforts and enhance agency engagement.
Mercury Insurance helps people reduce risk and overcome unexpected events through insurance products. As a midsize company with over 60 years of history, it fosters a collaborative culture that values diversity and inclusion.
Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Generate leads through networking, referrals, and company-provided resources
GIA Legacy Planning is a client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company fosters a culture rooted in integrity, mentorship, and continuous professional growth, with a supportive team environment.