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.
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.
Assist the Placement Director in mentoring and developing the placement team.
Manage daily operations of the department, ensuring efficient workflows and processes.
Build and maintain strong relationships with insurance carriers.
Signers National is a leading insurance platform that provides brokerage and underwriting services to organizations of all sizes. They started in 2008 and have expanded to commercial real estate and transportation; they are a socially conscious organization with an amazing culture.
Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts.
Develop and implement comprehensive account service strategies tailored to each client’s needs.
Manage client engagement, including renewals, negotiations, policy audits, and claims advocacy.
Trucordia is a new insurance brokerage built on wildly successful businesses. With over 5,000 team members across 200 offices across the country, they offer an unrivaled combination of people, tools and solutions in order to deliver exceptional experiences and opportunities for their employees, clients and stakeholders.
Markets products/services through the independent agency system.
Manages communication and relationships with agents and underwriting.
Works new business and renewal work comp accounts, serving as the front-line underwriter.
Great American Insurance Group's member companies are subsidiaries of American Financial Group. They combine a "small company" culture where ideas are heard with "big company" expertise.
Working with the University’s Chief Risk Officer as well as insurance brokers and insurers to identify specific exposures and insurance coverage needs.
Present risk management and insurance coverage interpretation and advise leadership as required; lead risk and insurance efforts during potential acquisitions.
Advocate for favorable insurance requirements in contract reviews; and ensure the insurance program coverages are aligned with contractual requirements.
Penn State is among the top one percent of the world’s universities. Across 24 campuses, their 100,000 students and 40,000 faculty and staff know the real measure of success goes beyond the classroom – it’s the positive impact made on communities across the world. They cheer each other on to build a culture committed to service and engagement.
Market products and services through the independent agency system in designated geographical areas.
Achieve high levels of renewal retention and target growth of new business.
Manage communication and relationships with agents, the underwriting department, and account executives.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Review claim files for quality and monitor performance indicators of Claims Reps.
Provide coaching and timely feedback to employees on performance.
Manage recruitment and development of team members.
Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
Identifies and generates new business opportunities and delivers effective presentations.
Develops agency/producer relationships to support retention of key renewals and placement of quality new business.
Develops and implements action plans to grow assigned territory.
Paragon is a rapidly growing MGA supporting retail agents, insurance carriers, and reinsurers. They do this with strong underwriting talent, broad capabilities, sophisticated operations, and varied business interests and are dedicated to diversity and agility.
Support the onboarding process of new groups from application through to successful enrollment.
Work with customers on their annual benefits renewal process and any coverage or carrier changes.
Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers.
SimplyInsured aims to alleviate concerns surrounding health insurance by providing transparent, accessible solutions to small business owners. With over 20,000 customers and key partnerships, they are rapidly expanding within the health insurance industry.
Develop and maintain a strong relationship with a key dedicated customer.
Act as a trusted advisor, providing strategic insights to help the customer achieve goals.
Collaborate with internal teams to ensure the successful delivery of customer objectives.
Reserv is an insurtech company creating AI and automation technology to bring efficiency and simplicity to claims. Founded by insurtech veterans and venture-backed by Bain Capital and Altai Ventures, they focus on automating manual tasks to tackle problems in claims.
Building and maintaining strong, long-term relationships with key strategic partners.
Developing and executing strategic account plans to drive client growth.
Identifying new business opportunities within existing accounts.
SimplyInsured aims to eliminate fear in health insurance by making it more transparent and accessible to small business owners. They have over 20,000 customers and several major partnerships, and they value radical transparency, feedback, bias to action, growth, and an obligation to dissent.
Manage a caseload of in-progress applications through the underwriting process
Coordinate and follow up on medical exam bookings with vendors and clients
Handle inbound calls and respond to client emails
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture and have sold over $10 billion in insurance coverage since 2018.
Oversee the reporting, auditing, and administration of Auto Liability, General Liability, and Workers’ Compensation claims.
Serve as a primary point of contact for insurance carriers, claim adjusters, and internal stakeholders, providing timely updates and responses.
Maintain strong working relationships with internal teams, external partners, and store leadership to ensure smooth claims resolution.
Lithia & Driveway (LAD) is one of the largest global automotive retailers providing a wide array of products and services throughout the ownership lifecycle with a vision to modernize personal transportation solutions. Their success is fueled by four core values: earning customers for life, improving constantly, taking personal ownership, and having fun.
Own the entire post-sales experience including onboarding, implementation, renewals, up-sells, and strategic account management.
Act as a trusted advisor and advocate internally by working cross-functionally to deliver on customers' needs.
Build and maintain strong relationships with key stakeholders and influencers at our client.
Federato is on a mission to defend the right to efficient, equitable insurance for all by enabling insurers to provide affordable coverage to people and organizations facing issues like the climate crisis and cyber-attacks. They are well funded by those behind Salesforce, Veeva, Zoom, and Box, and their AI/ML-driven platform helps insurance companies optimize their portfolio of risks.
Thoroughly verifies and explains coverage to Policyholders, setting clear expectations on the claims process.
Sets reserves for anticipated losses, arranges vehicle inspections and rental authorizations, and makes referrals to specialty teams as warranted.
Serves as the primary customer contact and coordinates with other departments to ensure customer satisfaction and retention.
Mercury Insurance has been dedicated to helping people reduce risk and overcome unexpected events for over 60 years. They are one team encouraging growth, fun, and collaboration with diverse perspectives to serve customers from all walks of life.
Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS - ensuring prompt, accurate, and personable support on every interaction.
Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions that maintain coverage while reducing churn.
Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewal options for existing customers using multiple carrier platforms.
Trellis is rewriting the insurance experience from the inside out. They are the tech company behind Savvy, their licensed insurance agency bringing clarity and ease to insurance shopping. Trellis is a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures.
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.
Answer coverage inquiries, process policy changes, and ensure personalized, professional service.
Handle concerns with care and professionalism, assessing issues and delivering resolutions.
Build trust by providing valuable insights, helping members make informed decisions and identifying opportunities for growth.
OTIP Group of Companies believes that employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization to bring their best to work every day. They're growing into a future that reimagines what it means to deliver meaningful benefits support and service.
Initiate claims and provide exceptional customer service.
Promote digital self-service capabilities and document claim information.
Take ownership to service caller's needs and build The Hartford brand.
The Hartford is an insurance company that goes beyond coverages and policies. They provide opportunities to achieve goals and help others, shaping the future together.