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.
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.
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.
Effectively communicate, present and sell to our inbound inquiries.
Cross sell a wide range of personal lines products with multiple top-rated carriers.
Communicate with escrow and lender professionals to complete the sales process.
Fidelity National Financial's Property and Casualty Insurance Agency provides affiliated title insurance customers with a competitive path to purchasing homeowners insurance. They utilize an inbound-only sales model.
Serve as the first point of contact for prospective customers via the phone.
Demystify the industry jargon and make life insurance easy to understand.
Use a consultative sales approach to guide customers through the application process.
Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. They have over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.
Provide sales support for insurance clients by creating illustrations, sending compliance forms, and acting as a liaison between carriers and clients.
Handle outbound and inbound calls to resolve client service inquiries and problems with speed and composure.
Must have an active Life and Health license, be computer literate in Word and Excel, and possess strong communication skills.
Trusted Senior Specialists has served the senior market since 2005 by protecting their health, wealth, and well-being through insurance. The company is a proud member of the Integrity Family of Companies, part of a hyper-growth organization with a strong insurtech focus and a family-like culture.
Maintain and build relationships with the agency force to increase sales and profitability management.
Train agents on Mercury's systems, products, and processes while prospecting new agency partners.
Analyze territory sales data and implement strategies to drive new business growth and retention.
Mercury Insurance helps people reduce risk and overcome unexpected events. With over 60 years of experience, we are a team of diverse professionals recognized for our culture and consistently ranked as a top employer, including Forbes' America's Best Midsize Employers.
Cultivate new and existing leads in your designated region by cold calling businesses in-person and on the phone.
Maintain and nurture an active pipeline of potential merchant partners and qualify inbound leads and prospects via phone and email.
Manage the full sales cycle from finding new leads, negotiating terms. drafting proposals, sending contracts and securing a sale.
Favor is a delivery service company that focuses on supporting local businesses. They foster an inclusive and flexible environment to support their workforce and are committed to growing a diverse team with different backgrounds, experiences, abilities, and perspectives.
Identify and engage potential clients through research, networking, and inbound leads.
Manage the entire sales cycle from prospecting to closing deals.
Stay updated on industry trends, market conditions, and competitors.
Levanta's affiliate marketing platform helps Amazon and Walmart brands unlock a scalable, cost-effective marketing channel through direct affiliate partnerships. With access to over 30,000 vetted publishers, influencers, affiliates, and media buyers in Levanta’s Creator Marketplace, sellers can drive high-quality external traffic to their stores. They value diversity, inclusion, and the impact of every team member on our success.
Develop and be accountable for annual business plans for the region, focusing on new business sales, renewal persistency, and loss ratio.
Manage producer relationships through customer service and marketing activities to achieve premium growth for the CFSL team.
Represent C&F at industry events and maintain awareness of market trends to align sales strategies with organizational goals.
Crum & Forster's Accident & Health division offers a diverse portfolio of specialty insurance and reinsurance products nationwide, focusing on product development and creative distribution. The A&H Medical Business Unit recorded over $1B in gross premium written at year-end 2025, fostering a culture of inclusion and connection where everyone feels valued.
Own a greenfield territory of large enterprise accounts, driving net new logo acquisition from prospecting through close.
Build and manage a self-sourced pipeline primarily through outbound activity, creativity, and relationships.
Navigate complex, multi-threaded sales cycles involving C-suite and VP-level stakeholders across Revenue, Operations, and Technology.
Gong uses AI to help revenue teams win by unifying data, insights, and workflows. With over 5,000 customers worldwide, the company values innovation, transparency, and trust, fostering a fast-moving, passionate culture where each person can make a visible impact.
Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long term value creation.
Build and maintain trusted advisor relationships with consultants, agency service teams and senior level employer stakeholders.
Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience.
ParetoHealth helps small and medium-sized businesses fight the rising cost of employee health benefits by reducing risks in self-insurance and delivering significant savings. They are a united team transforming employee health benefits and measure success by the good that comes from affordable healthcare.
Identify business opportunities by researching and analyzing prospects to evaluate their position in the industry.
Develop and maintain relationships with clients by providing support, information, and recommending new opportunities.
Collaborate with the Product team on market opportunities and maintain professional knowledge through workshops and networks.
For more than 20 years, Quest Analytics has been improving provider network management with groundbreaking innovations. 90% of America's health plans use our tools, including the eight largest in the nation, and we foster an entrepreneurial culture where contributions are rewarded.
Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment.
Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics.
Collaborate cross-functionally to optimize workflows, tooling, and operational strategy for agency growth.
NerdWallet is on a mission to bring clarity to all of life's financial decisions. With a culture of inclusion, flexibility, and candor, the company supports remote and in-office work for talented Nerds.
Drive profitable sales by building and maintaining high-quality relationships with new and existing customers.
Utilize digital tools and product knowledge to provide tailored solutions and exceptional customer service.
Collaborate with leadership, suppliers, and team members to implement sales strategies and expand market presence.
Rexel USA is one of the largest distributors of electrical products, data communication, wireless communication and related supplies in the United States. They operate over 460 warehouse storefront locations throughout the U.S. and employ a diverse workforce focused on inclusive culture.
Make outbound calls to prospective business clients from primarily cold lead sources.
Qualify leads to identify potential sales opportunities.
Schedule appointments for the Sales team with qualified prospects.
The N2 Company is a leading publisher of community magazines in America. They provide supportive and fulfilling remote work opportunities and foster a collaborative environment.
Handle and carefully respond to all inbound and outbound customer inquiries.
Provide excellent customer service through active listening.
Work with confidential customer information and treat it sensitively.
TP is a global, digital business services company that delivers advanced, digitally powered business services to help brands streamline their business. They have more than 500,000 employees who speak more than 300 languages, and have global scale and local presence to support communities, clients, and the environment.
Manage enrollment processing, research, and resolve eligibility and enrollment issues.
Review plan documents and benefit attributes for accuracy and manage them within the internal system.
Process carrier and client contact changes with carriers and update all internal systems and client facing contact sheets.
Newfront is a modern insurance brokerage, transforming the industry with innovative technology and expertise. They are committed to fostering a diverse and inclusive workplace where employees can grow and contribute to the company's success.
Own the entire sales lifecycle from prospecting to closing and renewals.
Execute outbound sales prospecting to target accounts using cold calls, emails, LinkedIn, and other channels.
Research key executives and assess their business needs, delivering tailored sales prospecting to communicate our unique value proposition.
Selling.com is a B2B Contact Database and Sales Engagement platform. We help sales and marketing teams expand revenue by finding ideal customers, reducing connection time, and automating non-selling tasks to spearhead outbound success.