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Lead relationship manager for a portfolio of complex P&C and Life & Health accounts. Develop account service strategies, oversee renewals, carrier marketing, coverage negotiations, policy audits, and claims advocacy. Coordinate internal teams, maintain AMS360 documentation, advise executives on risk mitigation and program optimization, participate in proposals and client presentations, and mentor junior staff.

Sell and manage personal lines insurance by meeting sales quotas, prospecting new clients, maintaining and renewing a book of business, collaborating with client services to place accounts, and using Trucordia sales tools and methodologies.

Sell and manage group life and health insurance accounts: prospect, close new business, mentor junior producers, collaborate on renewals and placements, maintain a $500K annual book of business, and use Trucordia sales tools and methodologies to meet quotas.

Lead and oversee daily operations for local insurance offices, ensuring SOP compliance, efficiency, and continuous improvement. Act as technology SME, provide user support and reporting, train staff, and partner with central operations. Collaborate with client-facing teams, mentor administrative staff, and provide multi-office oversight through site visits and performance reviews to maintain consistent operational practices.

Sell equine-focused retail insurance, meet monthly/quarterly/annual sales quotas, prospect and close new business, manage a book of business for renewals, collaborate with Client Service to analyze and place accounts, and use Trucordia sales tools and methodologies.

Serve as primary client contact for policy servicing, new and renewal account placement across P&C and Life & Health. Gather underwriting information, prepare submissions, maintain carrier relationships, manage renewals and retention, update AMS360 records, and handle policy changes, endorsements, certificates, and routine service items while collaborating with producers and senior staff.

Sell and place commercial insurance, meet sales quotas, manage and renew a $500K+ book of business, mentor junior producers, use Trucordia sales tools and collaborate with client service to analyze and place accounts.

Lead relationship manager for a portfolio of complex commercial insurance accounts. Develop account strategies, manage renewals, carrier marketing, coverage negotiations, claims advocacy, AMS360 documentation, mentor junior staff, and advise clients on risk mitigation and program optimization.

Sell commercial insurance by meeting sales quotas, prospecting and closing new business, managing a $500K book of business, collaborating on renewals, mentoring junior producers, and using Trucordia sales tools and Salesforce.

Sell commercial insurance by meeting quotas through cold calls, presentations, and relationship management. Maintain a $500K commission book, mentor junior producers, collaborate with client service on renewals and placements, and use Trucordia sales tools and Salesforce.