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.
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.
Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
Develop and implement comprehensive account service strategies, overseeing renewals, negotiations, and claims advocacy.
Lead internal servicing teams, mentor junior staff, and stay updated on insurance trends and market conditions.
Trucordia is an insurance brokerage that delivers exceptional experiences and opportunities for employees, clients, and stakeholders. With over 5,000 team members across 200 U.S. offices, it ranks among the fastest-growing companies and celebrates both individual and collective achievements.
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.
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.
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.
Manage and develop a designated sales territory of Independent Agencies with complex profiles.
Build and nurture strong relationships with agency partners to maximize growth and market share.
Execute sales strategies and use data-driven planning to meet and exceed sales objectives.
Mercury Insurance helps people reduce risk and overcome unexpected events. The company is a midsize employer with a culture that values diversity and inclusion, and has been recognized as one of America's Best Midsize Employers for 2026.
Support account executives with marketing, servicing, and administration of commercial insurance accounts.
Build trusted client relationships, respond to inquiries, and provide guidance on insurance coverage.
Prepare insurance binders, certificates, process invoices, manage policy changes, and update agency management systems.
Our partner is a company that delivers commercial insurance services and account management. They provide a collaborative, service-focused environment with remote work flexibility and support for career growth.
Manage and grow customer relationships, serving as the primary point of contact and advocate between customers and internal teams.
Conduct regular business reviews to align customer strategic objectives with Insurity's products and services.
Monitor customer satisfaction and usage patterns to proactively address churn risk and identify upsell opportunities.
Insurity empowers insurance organizations with configurable, cloud-native insurance software. As the largest cloud-based provider for the P&C market, they are trusted by top carriers and brokers, with an award-winning onboarding and a culture fostering innovation and teamwork.
Serve as the primary point of contact for a high-volume portfolio of small group employer clients, managing day-to-day service needs via phone and email.
Build and maintain strong client and carrier relationships through proactive outreach and virtual meetings, handling high-level service issues with professionalism.
Support renewal processes, identify cross-sell opportunities, and maintain accurate client records in the CRM system.
CRC Benefits is an industry leading provider of benefits services. The company has earned a Top Workplaces USA award three years in a row, with a culture based on inclusion, trust, collaboration, and innovation.
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 presentations.
Collaborates with Client Service to analyze renewal business and place new business accounts.
We are an insurance brokerage offering an unrivaled combination of people, tools, and solutions to deliver exceptional experiences for clients and stakeholders. With over 5,000 team members across 200 offices, we celebrate individual successes and collective accomplishments.
Provide administrative and operational support to senior underwriting and broker staff.
Enter and update account, quote, and policy information in the agency management system.
Manage inbound calls, process bind orders, and ensure compliance with carrier requirements.
Integrated Specialty Coverages is a growth stage technology and data-driven commercial MGA and insurance wholesaler, combining insurance and technology to serve Main Street USA. Backed by private equity firm Onex Partners, the company is building a digitally focused team to optimize customer engagement.
Conduct consultative sales conversations with clients to understand their insurance needs.
Manage the sales process from lead follow-up to closing without cold calling.
Build and maintain strong client relationships through professional communication and follow-through.
The company assists clients in making informed decisions regarding health and life insurance. It is a supportive organization that emphasizes training and career growth for its sales team.
Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Generate leads through networking, referrals, and company-provided resources
GIA Legacy Planning is a client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company fosters a culture rooted in integrity, mentorship, and continuous professional growth, with a supportive team environment.
Provide strategic leadership to a team of Account Executives driving growth in HealthEquity's account base and custodial assets.
Champion strong client relationships and develop market-driven strategies for consultative support and exceptional service.
Focus on team development, cross-functional engagement, and advocating for both client and team needs.
HealthEquity is on a mission to save and improve lives by empowering healthcare consumers. As a large company, they value honesty and originality, fostering a culture where team members belong and are supported with comprehensive benefits and growth opportunities.
Respond to customer inquiries via phone and email, processing insurance transactions and escalations.
Build and maintain strong client relationships, support senior specialists, and mentor new team members.
Ensure compliance with service level agreements, identify process improvements, and collaborate with colleagues to achieve team goals.
Jobgether uses AI-powered matching to connect candidates with hiring companies. The partner company manages all applications and next steps, offering a collaborative work environment with opportunities for professional growth.
Build and develop relationships with key wholesale firms, driving sales performance and commercial negotiations.
Manage a portfolio of advisory and discretionary firms, creating joint business plans and influencing regional sales teams.
Maintain expertise in L&G's investment products, represent the company at industry events, and ensure compliance with TCF principles.
Legal & General is a leading UK financial services group and major global investor, providing retirement and protection solutions and asset management. We are one of the world's largest asset managers with a welcoming, inclusive culture and opportunities to collaborate with diverse people.