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.
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.
Serve as the primary point of contact for clients after onboarding, developing strong relationships with key stakeholders.
Identify opportunities for upselling, cross-selling, and new business development using data-driven analysis.
Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes to drive agency production.
First Connect Insurance Services is a digital platform that provides independent insurance agents access to top US carriers and the tools to grow their businesses. The company has thousands of active agents with hundreds joining monthly, and it is committed to putting consumer-grade software at agents' fingertips.
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 all renewal activities from start to close, delivering complete and accurate renewal reviews.
Develop cooperative relationships with carriers and identify sales opportunities through account rounding and additional coverage.
Assume ownership of customer concerns and feedback, ensuring follow-through to completion.
EPIC Insurance Brokers & Consultants is a rapidly growing insurance brokerage firm providing risk management and employee benefits solutions. With over 4,000 employees nationwide, the company fosters a culture of ownership, trust, and growth, valuing collaboration and inclusivity.
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.
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.
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 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.
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.
Serve as the primary point of contact for assigned independent agencies, building trusted relationships and supporting their growth objectives.
Conduct individual and group training sessions to improve agent understanding of insurance products, carrier markets, and sales opportunities.
Drive agency production growth by identifying opportunities, increasing product knowledge, and supporting effective selling strategies.
The company helps independent insurance agencies grow by improving their knowledge, engagement, and production across available insurance solutions. It values a customer-focused mindset and operates with a remote, flexible work environment.
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.
Manage and grow relationships with national and super-regional brokerages, agency groups, and distribution partners.
Develop and execute account strategies to increase production and strengthen long-term partnerships.
Negotiate partnership agreements and provide market insights to internal teams.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They use technology to ensure applications are reviewed fairly and efficiently.
Act as primary liaison for existing groups, ensuring satisfaction and retention through proactive relationship management.
Attend client meetings across Texas, providing education and enrollment support.
Lead renewal discussions, negotiate terms and pricing to drive retention.
Sidecar Health is redefining health insurance to make excellent healthcare affordable and accessible. They are a mission-driven company with a team of passionate individuals from tech, policy, and healthcare backgrounds.
Manage client relationships across auto liability, general liability, and workers' compensation programs.
Lead client meetings and claims reviews, presenting insights on claim performance and trends.
Monitor claims handling quality and TPA performance to ensure adherence to best practices.
Cottingham & Butler Claims Services helps clients through life's toughest moments by delivering claims services. They aim to hire and grow the best professionals in the industry, guided by a culture of 'better every day' and a focus on continuous improvement.
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.
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.
Develop and execute territory marketing strategy to drive new business premium growth.
Build and maintain relationships with independent insurance agencies through face-to-face meetings and training.
Achieve monthly, quarterly, and annual sales goals and revenue targets.
AmTrust Financial Services is an insurance company offering workers compensation, BOP, commercial package, and specialty lines. The company promotes a diverse and inclusive culture and values excellence.
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.
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.