Teams at Branch Insurance

Leads insurance financial reporting, including statutory statements, quarterly and annual NAIC filings, RBC analysis, and forecasting. Maintains financial processes, controls, audit-ready documentation, cash reconciliation procedures, and internal control testing. Analyzes financial results and collaborates with Finance, Compliance, Legal, Insurance, actuarial, reinsurance, and Data Office teams to support accurate reporting, regulatory compliance, state expansion, and improved financial transparency.

Owns a defined territory and production target by growing independent agency business. Builds agency relationships through field visits, events, training, and consultative selling; drives adoption of Branch’s quoting platform; coaches agencies on ideal risk profiles; activates and retains producers; tracks pipeline and premium; addresses objections; and shares competitive and market insights cross-functionally.

Owns an assigned territory and production target by growing independent agency business. Builds agency relationships through field visits, training, and consultative selling; drives adoption of Branch’s quoting platform; improves quote quality and agency activation; manages pipeline and production performance; addresses objections; and provides competitive and market insights to cross-functional teams.