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Manage and service a commercial lines book: underwriting, renewals, risk analysis, placement recommendations, client relationship management, cross-selling, and producing proposals and presentations to retain and grow business.

Entry-level position in a structured Producer Development Program to learn insurance brokerage, sales, and client relationship management. Responsibilities include lead generation, supporting producers in client meetings, using Salesforce/CRM, completing licensing (P&C) within 60 days, and progressing toward a licensed Insurance Producer role through training and mentorship.

Process payroll for multiple companies nationwide, including commissions, taxes, benefit deductions, and ACH payments. Serve as primary payroll contact for clients and employees, lead payroll processes, reduce errors, meet deadlines, and communicate payroll issues via phone and email.

Senior relationship executive managing complex, high-revenue group benefits accounts. Develop multi-year account strategies, lead stewardship and strategic planning with C-suite and HR, drive revenue growth via cross-selling, mentor client managers, ensure service quality and regulatory compliance, and maintain account documentation and profitability tracking in agency systems.

Design and build full-stack features on a TypeScript/Next.js front end and cloud backend, integrate LLMs and third-party APIs, deploy and maintain Azure cloud infrastructure, ensure secure handling of secrets and CI/CD promotion across environments, partner with security, and troubleshoot production issues in a fast-paced small-team environment.

Lead accounting activities including month-end close, full balance sheet reconciliations, multi-company consolidations, revenue reconciliations to carrier/client agreements, variance analysis, and support for audits while managing and mentoring junior staff.

Sell commercial insurance by meeting sales quotas, prospecting via calls and appointments, managing a book of business, collaborating on renewals, and using Trucordia sales tools and methodologies.

Sell commercial insurance by prospecting, presenting, and closing new business; manage a book of business and collaborate with client service to analyze renewals and place accounts while meeting monthly, quarterly, and annual sales quotas using Trucordia sales tools.

Sell commercial insurance by meeting monthly, quarterly, and annual quotas through cold calls, in-person appointments, and presentations. Manage a book of business to maximize renewals, collaborate with Client Service to place and analyze accounts, and follow Trucordia sales methodologies and tools.

Sell commercial insurance by meeting sales quotas, prospecting (cold calls, appointments, presentations), managing and renewing a book of business, collaborating with client service, and using Trucordia sales tools and methodologies to place new and renewal accounts.