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 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.
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.
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.
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.
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.
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 prospect presentations.
Collaborates with Client Service to analyze renewal business and place new business accounts.
Trucordia is an insurance brokerage offering an unrivaled combination of people, tools and solutions. With more than 5,000 team members across 200 offices in the U.S., they celebrate individual and collective successes and value collaboration and results.
Act as main point of contact for client day-to-day communication and oversight
Craft agendas, host weekly meetings, and manage actions items for key accounts
Collaborate with cross-functional teams to communicate business initiatives and manage account performance.
Vetcove modernizes veterinary software and pet healthcare through a marketplace, ecommerce, and practice management platform. More than 25,000 hospitals rely on Vetcove daily, and it is a fast-growing, mission-driven company backed by Y Combinator and top venture investors.
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.
Manage an assigned pending of property claims under appropriate supervision.
Verify coverage, document damage, investigate issues, and negotiate settlements.
Engage consultants, keep insured informed, and handle claims of varying complexity.
Crum & Forster provides property & casualty, accident & health, specialty and standard commercial lines insurance solutions. With 3,000 employees and a 200-year history, the company has an employee-first culture and has earned awards such as Great Place to Work and Fortune 100 Best Companies to Work For.
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.
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.
Meets established sales quotas through cold calls, appointments, and prospect presentations.
Acts as subject matter expert to master chosen area of focus for long-term success.
Manages a book of business and collaborates with Client Service to place new business and analyze renewals.
Trucordia is an insurance brokerage that offers an unrivaled combination of people, tools and solutions. With over 5,000 team members across 200 offices, we are a fast-growing company that values collaboration, results, and celebration.
Underwrite and manage a book of business across diverse commercial segments including contractors, realty, hospitality, and professional risks.
Meet SLA, premium, and bind ratio targets while maintaining a disciplined underwriting approach.
Collaborate with teams to shape growth and profitability strategies and mentor fellow underwriters.
Zensurance is a leading InsurTech that simplifies commercial insurance for Canadian businesses through a digital-first platform. The company has been recognized for rapid growth and fosters a team-oriented culture with values of ownership, collaboration, and innovation.