Assist clients and help them understand their commercial line service needs.
Perform diverse responsibilities to succeed in providing extraordinary customer service.
Maintain productive business relations with clients, producers, and underwriters.
Trucordia is creating the next great insurance brokerage. They offer an unrivaled combination of people, tools, and solutions, and deliver exceptional experiences. Ranked as one of the fastest-growing companies in the U.S., they have more than 5,000 team members across 200 offices.
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.
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.
Schedule appointments and meet existing customers to identify prospects and present product offers.
Conduct sales presentations through virtual or on-site meetings.
Identify and qualify prospective customers through research, networking, and cold-calling.
XCEL Testing Solutions, a Colibri Group brand, provides online insurance education and securities licensing. The company values include Love, Joy, Boldness, Teamwork, and Curiosity, and has served over 25 million students.
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.
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.
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.
Market, quote, negotiate, and bind new and renewal commercial casualty business.
Analyze submissions to identify appropriate markets, pricing, coverage, terms, and conditions.
Maintain strong relationships with internal stakeholders and existing carrier partners.
Ryan Specialty provides innovative solutions for insurance brokers, agents, and carriers. They are a multi-time winner of Newsweek’s Most Loved Workplaces and Insurance Business’s Top Insurance Employers and home to some of the brightest talent in the insurance industry.
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.
Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers.
Assist with policy endorsements, renewals, cancellations, and general servicing requests.
Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
Savvital provides diversified services to small and medium-sized businesses in the international market. Our team of educated experts is motivated individuals excited to handle tasks that can bring capacity to your workday.
Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track.
Gather and document partner requirements into clear deliverables for EPD to execute, serving as the primary day-to-day partner contact during implementation.
Track and communicate project health proactively, flagging delays and risks while maintaining accurate records in Sure's CRM.
Sure is an insurtech company that builds embedded insurance programs for partners. The company moves fast and ships insurance programs used by millions of customers daily, fostering a culture of strategic relationship management and cross-functional execution.
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.
Manage a high-volume portfolio of digital customer accounts, driving revenue retention and identifying expansion opportunities.
Own the end-to-end commercial relationship, including renewals, contract execution, and customer engagement strategy.
Monitor account health, identify churn risks, and partner cross-functionally to mitigate issues and protect revenue.
Employ transforms how hiring gets done by providing three ATS solutions and AI Companions. They are a fast-moving, remote-first team of builders and innovators with a people-first philosophy, serving over 23,000 global customers.
Consult with prospective and existing clients regarding life insurance and financial services needs.
Explain policy options, coverage details, and underwriting requirements.
Follow up on warm leads.
The company is seeking a motivated and licensed Life Insurance Agent to join their fast growing team. They provide training, mentoring and ongoing support.
Develop new broker relationships from inbound leads and strategic outreach.
Meet target quota of qualified opportunities, value of sales pipeline, and closed business.
Manage all post-sales activities for Coalition’s broker partners through strong relationship-building and product knowledge.
Coalition is the world's first Active Insurance provider designed to help prevent digital risk before it strikes. Founded in 2017, Coalition combines comprehensive insurance coverage and innovative cybersecurity tools to help businesses manage and mitigate potential cyberattacks.
Become a licensed independent agent in life, accident, and health insurance.
Utilize a proprietary sales management system & training with world-class mentoring.
Enjoy work-life balance, vacation trips, and discounted health, dental, vision, and life insurance.
We are hiring passionate and responsible individuals. We offer a proprietary sales management system & training, world-class mentoring, and a state-of-the-art CRM and automation, with a lead system.
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.