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 assigned independent agencies, building trusted relationships and supporting their growth objectives.
Conduct individual and group training sessions to improve agent understanding of insurance products, carrier markets, and sales opportunities.
Drive agency production growth by identifying opportunities, increasing product knowledge, and supporting effective selling strategies.
The company helps independent insurance agencies grow by improving their knowledge, engagement, and production across available insurance solutions. It values a customer-focused mindset and operates with a remote, flexible work environment.
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.
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.
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.
Lead, coach, and develop a team of Sign-Up Specialists to drive conversion metrics and build a high-energy sales culture.
Own team performance targets, analyze KPIs, and implement process improvements to scale the sign-up function.
Partner cross-functionally with Onboarding, Product, Marketing, and Operations to ensure clean handoffs and remove friction from the agency activation process.
First Connect is a digital platform providing independent insurance agents with access to top US carriers, offering over 150 insurance policies. They partner with thousands of active agents and are focused on accelerating growth through technology.
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.
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.
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.
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.
Meets established sales quotas on monthly, quarterly, and annual basis.
Utilizes sales and marketing tools to execute results-oriented activities such as cold calls and presentations.
Collaborates with Client Service to analyze renewal business and place new business accounts.
We are an insurance brokerage offering an unrivaled combination of people, tools, and solutions to deliver exceptional experiences for clients and stakeholders. With over 5,000 team members across 200 offices, we celebrate individual successes and collective accomplishments.
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.
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.
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.
Drive new business growth by meeting and exceeding sales quotas through strategic planning and consistent effort.
Build and maintain a robust book of business, ensuring high renewal rates and long-term client satisfaction.
Serve as a subject matter expert in personal insurance products, staying current with industry trends to provide tailored solutions.
Trucordia is an insurance brokerage built on successful businesses across the country, delivering exceptional experiences for employees, clients, and stakeholders. With more than 5,000 team members across 200 offices, they value collaboration, leadership, and celebrating successes.
Meets established sales quotas through cold calls, appointments, and prospect presentations.
Acts as subject matter expert to master chosen area of focus for long-term success.
Manages a book of business and collaborates with Client Service to place new business and analyze renewals.
Trucordia is an insurance brokerage that offers an unrivaled combination of people, tools and solutions. With over 5,000 team members across 200 offices, we are a fast-growing company that values collaboration, results, and celebration.
Build and grow relationships with independent life insurance agents and financial advisors through consultative, platform-driven sales and business development.
Identify and engage life insurance-friendly producers, partner on case design and strategy, and drive cases from concept to placement.
Operate with ownership and accountability in managing a structured pipeline, with majority of engagement conducted virtually and national coverage.
AmeriLife is a national leader in the development, marketing, and distribution of annuity, life, and health insurance solutions for retirement planning. With over 1,000 associates across the country, the company has served clients for over 50 years and partners with leading carriers to support financial-wellness goals.