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Outbound and inbound Sales Development Representative responsible for prospecting, qualifying leads, setting appointments, supporting cross-sell/upsell/retention, maintaining CRM, collaborating with sales enablement and customer success, attending events, and obtaining an Insurance Producer license within 90 days.

Provide brokerage support and risk analysis for commercial insurance accounts: compile underwriting data, analyze claims, verify policy documents, assist client and carrier communications, support marketing submissions, and maintain licensing and confidentiality.

Manage personal lines accounts by preparing submissions and applications for new and renewal business, delivering daily customer service and account management, coordinating program marketing and underwriting activities, and performing administrative duties including billing and database maintenance. Requires personal lines insurance expertise and a Property & Casualty license (or obtain within six months).

The role involves building and managing a client portfolio in commercial insurance sales for the automotive industry, leveraging outside sales expertise and mentorship for success.

The Benefits Consultant generates and retains business by developing sales strategies, managing client accounts, and analyzing insurance needs. Responsibilities include new business development, cross-selling, and presenting insurance solutions to clients.

The Staff Accountant will support the General Ledger Finance Team in full-cycle accounting tasks, including month-end close, journal entries, account reconciliation, and collaboration with auditors.

The Commercial Insurance Sales Executive will engage in outside sales focusing on the automotive industry, build a client portfolio, and utilize effective communication and negotiation skills to achieve sales targets.

The RV Technical Adjustor evaluates customer issues, provides technical assistance, investigates claims, and maintains positive customer relationships while communicating effectively.

Provide administrative support for employee benefits: data entry, maintain BAM/AMS systems and expiration reports, assist with renewals, census prep, open enrollment, create communications and presentation materials, and support Account Managers and benefits team tasks.

The Agency Bill Invoicing Analyst will review insurance documents, process invoices, maintain accuracy in transactions, and collaborate with team members for error resolution.