Own end to end new business sales for commercial P&C insurance, from inbound lead to bind
Manage 25-50 warm inbound opportunities daily while meeting activity and revenue targets
Advise SMB clients on coverage options and basic risk management practices
Coverdash is a startup focused insurtech agency, powered by embedded technology and partnership strategies. They help growing businesses purchase and manage business insurance. The rapidly growing team is a smart, dynamic, and fun-loving group.
Processes applications, policies, endorsements, and other items related to client servicing.
Assists clients with policy coverage, exclusions, and related questions.
Conducts the renewal process, including exposure analysis and market comparisons.
EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Founded in 2007 and headquartered in San Francisco, our company has over 3,000 employees nationwide, supporting clients' regional and global needs.
Sell Property & Casualty (P&C) commercial insurance to small and mid-sized businesses
Quote, rate, and place new business by working with carriers and wholesale partners
Manage leads and daily outreach through our CRM to drive pipeline and close opportunities
Coverdash is a fast-growing insurtech agency focused on startups and SMBs, providing embedded technology and partnership strategies. The company has a smart, dynamic, and fun-loving team collaborating with innovative embedded partners and has raised over $16 million to date.
Support the creation and execution of a strategy for Broker Distribution.
Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community.
Continually work to strengthen, deepen, and grow broker relationships.
Pacific Life is committed to building a better future for its organization, employees, customers, and communities. They are over 150 years old and have a people-first culture that creates a sense of belonging and prioritizes employee wellbeing.
Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items to service clients.
Assists clients with policy coverages, reviews for gaps, and provides additional coverage options.
Maintains client files, carrier relationships, negotiates premiums, and follows industry trends.
EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry driven by capable, committed people who share common beliefs and values. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations spread out across the US.
Work closely with Chief Legal Officer to track, manage and renew Geosyntec’s commercial insurance program.
Support the company’s leadership and project managers understand the insurance coverage maintained by the company and help in making decisions and recommendations on coverage updates.
Collaborate with Chief Legal Officer and company leadership to review exposures and insurance program, determine if carrier is the best fit for the client while considering coverage, protection, and cost.
Geosyntec is an innovative, international engineering and consulting firm serving private and public-sector clients to address new ventures and complex problems involving our environment, natural resources, and civil infrastructure. Ranked by ENR as one of the top environmental engineering design firms, Geosyntec is internationally known for its technical leadership, broad experience, and exceptional client service.
Achieves annual revenue objectives through consultative sales to new clients.
Builds a portfolio of business that will align with Coface strategic growth and retention goals.
Builds an active pipeline of qualified prospects, generating leads from banks and insurance agencies and from direct cold calling to business owners and CFOs.
Coface helps companies navigate through uncertainty by empowering them to make the right decisions and trade smarter in a complex world. With nearly 80 years of global experience, they offer a full range of solutions. They foster a culture of learning, collaboration and inclusion where you are given responsibilities and can see the impact of your actions. Shape the future of trade with them.
Develop a strong pipeline of prospective commercial policy and claims administration customers.
Consult with prospective customers to clearly understand and define their needs.
Prepare price proposals and statements of work that reflect the needs of each prospective client.
Origami Risk provides integrated SaaS solutions to organizations across the risk and insurance ecosystem. They deliver their risk management and insurance core system solutions from a cloud-based platform that is highly configurable and completely scalable. They are committed to creating an inclusive and equitable environment for all employees.
Develop a broker sales strategy with a focus on new business sales.
Achieve annual sales targets by leveraging existing and new relationships.
Communicate the company's value proposition and product updates to brokers.
Reliant Health Partners is an innovative medical claims repricing service provider, helping employers achieve maximum health plan savings. They are a portfolio company of Shore Capital Partners, projecting rapid growth and building a suite of cost containment solutions.
Deliver personalized insurance quotes and exceptional service for non-Horace Mann products.
Foster strong relationships with agents and proactively address client inquiries to ensure a seamless customer experience.
Achieve production goals through consistent client engagement and follow-ups.
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, they’ve broadened their mission to helping all educators protect what they have today and prepare for a successful tomorrow. They serve more than 4,100 school districts nationwide, they’re publicly traded on the New York Stock Exchange (symbol: HMN) and they have more than $12 billion in assets.
Transform industry insights into impactful assets for the insurance sector.
Create and maintain sales-ready materials tailored to commercial buyers.
Develop problem statements and ROI angles for mid-market decision criteria.
They are a market-leading AI company shaping the future of financial services. They have a collaborative and inclusive work culture valuing diverse backgrounds and offer opportunities for professional growth and development.
Manage agency relationships and serve as lead client contact.
Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business.
Burns & Wilcox is North America’s leading wholesale insurance broker and underwriting manager. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.