Serve as the first point of contact for clients, providing prompt and professional service.
Manage placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
Maintain strong carrier relationships to secure competitive quotes and ensure successful renewal and retention.
Trucordia is an insurance brokerage built from successful community businesses across the US, offering an unrivaled combination of people, tools, and solutions. With over 5,000 team members across 200 offices, we are ranked as one of the fastest-growing companies in the US, where we actively care about our clients and each other.
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.
Leads a team of strategic Account Managers across multiple verticals to drive client retention and revenue growth.
Develops long-lasting client relationships by understanding needs and providing strategic solutions leveraging Origami's platform.
Oversees team performance, coaching, and training to ensure productivity, quality, and achievement of KPIs.
Origami Risk delivers single-platform SaaS solutions for risk, insurance, compliance, and safety management. The company was founded by industry veterans and is an equal opportunity employer committed to diversity and inclusion.
Manage and retain a portfolio of commercial P&C accounts up to $10MM in annual premium.
Own the renewal process end to end, including proactive client consultations and policy servicing.
Partner with carriers, wholesalers, and internal teams to support renewal and servicing outcomes.
Coverdash is a fast-growing startup and SMB-focused insurtech agency that provides embedded technology and partnership strategies to help businesses purchase and manage insurance. The company has raised over $16 million from top investors and maintains a remote-friendly work environment with a headquarters in NYC.
Work cross-functionally with a dedicated Account Management team to ensure end-to-end client ownership and accountability.
Use data to develop strategic account plans, conduct monthly claims reviews, and present quarterly progress reports.
Present strategic renewal proposals, negotiate rates, and ensure smooth transitions from sales to implementation.
Gravie creates health benefits that actually benefit small and midsize businesses and their employees. The company is well-capitalized with a non-hierarchical, high-performance culture focused on consumer-centric solutions.
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 prospect presentations.
Collaborates with Client Service to analyze renewal business and place new business accounts.
Trucordia is an insurance brokerage offering an unrivaled combination of people, tools and solutions. With more than 5,000 team members across 200 offices in the U.S., they celebrate individual and collective successes and value collaboration and results.
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.
Schedule appointments and meet existing customers to identify prospects and present product offers.
Conduct sales presentations through virtual or on-site meetings.
Identify and qualify prospective customers through research, networking, and cold-calling.
XCEL Testing Solutions, a Colibri Group brand, provides online insurance education and securities licensing. The company values include Love, Joy, Boldness, Teamwork, and Curiosity, and has served over 25 million students.
Develop and execute growth, renewal, and retention strategies for government clients.
Manage multi-level client relationships, ensuring satisfaction and issue resolution.
Lead and mentor a team, driving best practices and high levels of customer service.
Cotiviti is a healthcare analytics and information company that helps clients improve financial performance and quality outcomes. It is a mid-to-large sized company with a focus on innovation and team culture, emphasizing growth and retention.
Manage client service delivery throughout the insurance renewal and policy period for construction commercial lines.
Support producers and client executives with presentations, proposals, and client meetings.
Ensure timely processing of applications, policies, endorsements, and certificates while maintaining high client trust.
EPIC Insurance Brokers & Consultants is an insurance brokerage and consulting firm headquartered in San Francisco, founded in 2007. With over 3,000 employees nationwide, the company values an owner mindset, inspires trust, thinks big, and drives results.
Manage day-to-day servicing of commercial Property & Casualty insurance accounts, ensuring timely execution of client requests.
Support the full policy lifecycle including renewals, endorsements, cancellations, audits, billing, and payment processing.
Collaborate with sales and internal teams to ensure seamless onboarding, renewal, and retention processes.
We are a commercial insurance company providing Property & Casualty coverage to businesses. Our team is collaborative, supportive, and focused on service excellence with opportunities for professional growth.
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.
Manage client relationships and drive performance across auto liability, general liability, and workers' compensation programs.
Serve as the key liaison between clients and internal claims teams, ensuring service excellence and operational efficiency.
Lead client meetings, claims reviews, and stewardship sessions, presenting actionable insights on claim performance and trends.
CBCS helps clients through life's toughest moments by delivering promise as a TPA. They are a growth company committed to being better every day, with high expectations for employees and performance.
Drive growth, retention, and strategic partnerships within government healthcare accounts, serving as the primary liaison and escalation point.
Oversee account strategy execution, including growth, renewal, retention, and expansion initiatives, and conduct regular client meetings.
Lead delivery of executive reporting including QBRs, steer cross-functional teams, and manage issue resolution for high client satisfaction.
Jobgether is a platform that uses AI-powered matching to connect candidates with job opportunities. The company focuses on ensuring applications are reviewed quickly and objectively, partnering with hiring companies to manage the final decision process.
Build and maintain strong client relationships, driving retention and program success.
Manage day-to-day operations, issue resolution, and strategic growth for a portfolio of accounts.
Leverage data to demonstrate value and identify opportunities for expansion.
Foodsmart is the leading Foodcare platform in the U.S., delivering nutrition-driven healthcare at scale with a national network of Registered Dietitians. With over 3 million members and a $200 million investment from TPG's Rise Fund, Foodsmart is a mission-driven company dedicated to making nutritious food accessible and affordable.
Manage and grow relationships with national and super-regional brokerages, agency groups, and distribution partners.
Develop and execute account strategies to increase production and strengthen long-term partnerships.
Negotiate partnership agreements and provide market insights to internal teams.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They use technology to ensure applications are reviewed fairly and efficiently.
Primary owner of customer relationships and account strategy, acting as a trusted advisor while developing multi-stakeholder connections.
Accountable for customer retention, subscription renewals, and conducting quarterly business reviews to drive satisfaction.
Partner cross-functionally with Product, Marketing, and Engineering to manage customer issue escalation and identify cross-sell and up-sell opportunities.
Onit is redefining legal operations with an AI-driven platform that streamlines enterprise legal management and contract lifecycle processes. The company is a team of innovators focused on using AI to help legal departments become faster and more strategic, with a culture that values bold thinking and complex problem-solving.
Own and manage a high-volume book of business (50–75 small-market accounts) to ensure client engagement and retention.
Track and analyze client success KPIs, translating insights into action plans that drive engagement and satisfaction.
Collaborate cross-functionally with Strategic Account Management, Sales, and Concierge to meet client needs and achieve engagement goals.
Garner's mission is to transform the healthcare economy by partnering with employers to redesign benefits using data-driven insights. As one of the fastest-growing healthcare technology companies, we are building a mission-driven team to make a meaningful impact on healthcare at scale.
Manage day-to-day client relationships, ensuring alignment, collaboration, and accountability to drive loyalty and retention.
Deliver business results and impact through regular meetings and business reviews, enabling client success and expansion opportunities.
Proactively identify growth opportunities within your client base and advocate for client needs across cross-functional teams.
Force Therapeutics provides an intelligent, evidence-driven remote therapeutic care platform that empowers clinicians to extend their reach and engage patients throughout their care journey. As a high-growth company partnering with leading health systems, it fosters a mission-driven, inclusive culture focused on innovation and team well-being.
Serve as main point of contact for largest clients, focusing on retention and growth.
Analyze customer objectives and integrate them into sales approaches and product suggestions.
Attend industry events and partner with internal teams to align client strategies.
Relias helps healthcare organizations improve clinical and financial outcomes by elevating team performance. With over 11,000 clients and 7,000+ online courses, the company offers a flexible work environment and impactful mission.