Support broker relationships and performance tracking by managing assignment data, territory alignments, and compiling production and profitability reports.
Coordinate sales enablement initiatives, including assisting with underwriting and sales training programs, updating materials, and supporting event planning and execution.
Represent the company at industry conferences and events to enhance networking and brand presence while assisting with broker-facing and internal meetings.
Support product analysis by gathering and organizing data related to product performance, pricing, and underwriting trends.
Assist with market research and help maintain competitive intelligence across insurance products and states.
Help prepare presentations and reports to communicate findings to team members and stakeholders.
Branch is on a mission to make insurance more accessible. They innovate using data, tech, and automation to simplify insurance from start to finish, and pass those savings along to their members, redefining what it means to work in insurance.
Make proactive sales calls to strengthen relationships and find selling opportunities.
Provide product education to representatives, answering questions and comparing products.
Work closely with the External Wholesaler to develop a strategic business plan.
Protective helps protect customers against life’s uncertainties, providing protection and peace of mind. The company offers a variety of benefits and is committed to being an inclusive and attracting, retaining, and growing an inclusive workforce.
Develops strategic marketing plans incorporating data analytics and digital marketing techniques.
Identifies new business opportunities in target markets, increasing market share and revenue.
Cultivates strong agency relationships by providing tailored insurance solutions.
Summit, headquartered in Lakeland, Florida, provides workers’ compensation programs and services to employers throughout the Southeast. Summit employs over 700 office and field associates and strives to provide constant growth and development for its employees.
Generate new leads and build a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts.
Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their commercial insurance needs.
Coordinate with Account managers to present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.
Trucordia is built on wildly successful businesses to create the next great insurance brokerage. They offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for employees, clients and stakeholders. With more than 5,000 team members across 200 offices across the country, they have been ranked as one of the fastest-growing companies in the U.S. for three consecutive years.
Build and manage strategic partnerships with insurance companies.
Support the Sales Team during deal cycles by joining key meetings.
Lead educational initiatives for brokers, underwriters, and policyholders.
Tenna offers a comprehensive platform where customers control their mixed assets anytime, anywhere. The Tenna Team is quality obsessed, gritty, continuous learners, and collaborative problem solvers.
Prospect, develop pipeline, and build relationships with benefits brokers and consultants to sell pet insurance as a worksite benefit in the Northeast Region.
Execute sales strategy, identify new opportunities, and achieve sales goals by selling directly to employer groups and through insurance partners.
Compile RFPs and RFIs, tailor sales presentations, and attend trade shows while keeping updated on industry trends and competitive offerings.
Independence Pet Holdings is a holding company that manages a diverse portfolio of modern pet health brands and services, including insurance and lost recovery, throughout North America. It operates as a leading authority with a full stack of resources and a multi-brand approach, supporting over 1,000,000 pets in the U.S. and Canada through subsidiaries like Pet Partners.
Assist clients and help them understand their commercial line service needs.
Perform diverse responsibilities to succeed in providing extraordinary customer service.
Maintain productive business relations with clients, producers, and underwriters.
Trucordia is creating the next great insurance brokerage. They offer an unrivaled combination of people, tools, and solutions, and deliver exceptional experiences. Ranked as one of the fastest-growing companies in the U.S., they have more than 5,000 team members across 200 offices.
Serve as the primary relationship manager for dealership partners.
Deliver consultative guidance on F&I processes and sales performance.
Conduct dealership opportunity analysis and develop action plans for improvement.
APCO Holdings delivers innovative vehicle protection products and services. Our teams work collaboratively across operations, technology, risk, finance, marketing, and sales to deliver solutions that create measurable value.
Will serve as the primary point of contact for Caravel's GTM team on all material and asset requests.
Produce and maintain a comprehensive library of sales materials including vertical datasheets, pitch decks, proposal templates, and client-facing presentations.
Manage and maintain Caravel's brand asset library, including logos, templates, imagery, and brand guidelines.
BPM is a company where caring and community is in our DNA. Our shared entrepreneurial spirit drives us to see and do things differently, making us a place where everyone feels welcome and valued.
Provide ongoing coaching through ride-alongs, joint customer calls, and account reviews.
Support the execution of key commercial initiatives designed to expand market presence and strengthen customer relationships.
Ensure consistent use of the UFT Standard Sales Process across all Central rep firms.
United Flow Technologies invests in the municipal and industrial water and wastewater market. They have partnered with market leading businesses to create a national provider of process, pump, automation & control, and other equipment solutions.
Manage a book of business, increase account retention, and resolve complex customer service problems.
Actively seek to grow IOA business by identifying and acting on sales opportunities.
Serve as a resource to the account team and Producers.
Insurance Office of America (IOA) provides property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom.
Drive conversations through inbound and outbound calls for a seamless experience.
Deliver fast, accurate multi-carrier quotes using underwriting judgment.
Guide members through coverage choices to ensure they feel informed and protected.
Branch aims to make insurance accessible by using data, tech, and automation. They focus on simplifying the insurance process and passing savings to members, redefining the insurance work environment with a remote-first approach and opportunities for growth.
Market, quote, negotiate, and bind new and renewal commercial casualty business.
Analyze submissions to identify appropriate markets, pricing, coverage, terms, and conditions.
Maintain strong relationships with internal stakeholders and existing carrier partners.
Ryan Specialty provides innovative solutions for insurance brokers, agents, and carriers. They are a multi-time winner of Newsweek’s Most Loved Workplaces and Insurance Business’s Top Insurance Employers and home to some of the brightest talent in the insurance industry.
Own the full lifecycle of enablement for service teams.
Coach Enablement Leads in facilitation and content delivery.
Collaborate with Support, CX, HR, and regional site leaders.
Apollo.io is the leading go-to-market solution for revenue teams. They are trusted by over 500,000 companies and millions of users globally and are one of the fastest growing companies in SaaS, valued at $1.6 billion.
Own and manage Gravie's national broker account relationships, serving as the primary point of contact.
Develop and execute national account plans driving growth across Gravie's Level-Funded (Comfort) and ICHRA product lines.
Build executive-level relationships with decision-makers at national brokerage firms and benefits consultants.
Gravie's mission is to create health benefits that actually benefit small and midsize businesses and their employees. They are a diverse group of unique people who have developed innovative benefit solutions and services which they deliver themselves. They tend to be non-hierarchical, merit-driven, opinionated but kind people who thrive working in a high-performance, fast-paced environment.
Own and deliver market-level revenue, growth, and profitability targets.
Drive new business development, cross-selling, and client retention across all lines of business.
Recruit, develop, and retain producers.
Trucordia is creating the next great insurance brokerage by offering an unrivaled combination of people, tools, and solutions. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, they have more than 5,000 team members across 200 offices.
Drive revenue growth and new business with a focus on end users and channel partners.
Expand opportunities within existing SMB accounts by collaborating with selected regional channel partners and distributors.
Support and engage channel partners to grow pipelines and increase revenue.
SonicWall is a cybersecurity company with more than 30 years of expertise. They are recognized as a leading partner-first company that provides security across cloud, hybrid, and traditional environments.
Develop and maintain a comprehensive insurance framework for the asset portfolio in collaboration with Google's in-house team.
Serve as the primary point of contact, translating technical project details into clear insurance requirements and ensuring stakeholder alignment.
Manage the insurance budget and policies, support audits and claims, and ensure compliance with requirements across all projects.
Intersect develops, constructs, and operates ambitious power and data infrastructure to preserve the planet for future generations through innovative energy solutions. The company has an aggressive growth trajectory and fosters a flexible, collaborative, and mission-driven culture for a team bound together by tackling large energy challenges.
Manage client relationships and develop team service strategy to meet client needs, acting as the primary point of contact.
Prepare for, plan, and conduct client meetings independently, focusing on strategic risk identification and program design.
Perform contract reviews, manage new business RFPs, and participate in prospecting activities to identify and close new business.
Newfront is a modern insurance brokerage transforming the industry with technology and expertise. They are committed to hiring diverse talent and supporting an inclusive workplace environment.