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.
EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Fueled by capable, committed people, EPIC has over 3,000 employees nationwide and is headquartered in San Francisco, founded in 2007. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.
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.
Look after the quoting, submission, and rating of commercial insurance policies, building comprehensive carrier applications and handling requotes.
Manage policy servicing including endorsements, updates, renewals, cancellations, and issuance of Certificates of Insurance.
Coordinate with U.S. carriers and internal teams using agency management platforms like Applied Epic and EZLynx.
Savvital provides diversified services to small and medium-sized businesses in the international market, offering customized solutions through strategic task delegation. The company has a team of motivated, educated experts who add real capacity to clients' workdays and aim to create an ecosystem with a human touch.
Serve as a key customer-facing contact for Network IMO agents, providing proactive communication and first-class support to drive production and growth.
Manage onboarding, training, and relationship cultivation for new and existing agents, collaborating across departments to resolve issues and escalate as needed.
Support Account Growth Manager and VP by monitoring business inventory, reporting data, and attending events to strengthen distribution relationships.
Banner Life Insurance Company is a forward-thinking insurer committed to delivering cutting-edge solutions for customers, clients, and communities, with a focus on long-term progress. The company fosters a culture built on meaningful impact, offers career development and comprehensive benefits, and values diversity and wellbeing.
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.