Teams at NEXT Insurance

Independently manage complex, high-value, multi-state Workers’ Compensation and occasional General Liability audits. Investigate disputes, interpret state-specific regulations and policy terms, reconcile audits for accuracy and compliance, and apply NCCI and WCIRB standards. The role also supports teammates, explains technical findings to customers and partners, and improves audit quality, efficiency, and processes.

Advise Spanish- and English-speaking small business owners on commercial property and casualty insurance. Manage the sales pipeline from initial contact through binding, maintain accurate CRM records, identify cross-sell and coverage-gap opportunities, coordinate quotes with carriers and internal teams, build referral relationships, and meet monthly production goals.

Uses data science, experimentation, causal analysis, statistical modeling, and AI-enabled tools to optimize partnership growth and the customer experience funnel. Responsibilities include analyzing affiliate performance, identifying growth opportunities, defining metrics, evaluating product and funnel changes, and translating complex analyses into actionable recommendations for Product, Partnerships, and business stakeholders.