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The Inside Sales Representative manages inbound requests, generates quotes, evaluates risks, and drives new business in personal insurance.

The Sales Executive focuses on identifying and acquiring new commercial clients, leveraging a variety of insurance solutions and resources to meet client needs while tracking sales activities in HubSpot.

Client Advisors identify, prospect, and close new commercial clients while providing risk management solutions across various services. They utilize HubSpot for sales tracking and client engagement.

Sales Executive responsible for identifying and closing new commercial clients, utilizing a variety of insurance solutions, with access to extensive resources and support from the company.

The Sales Executive will identify and cultivate new commercial clients, track sales activities in HubSpot, and provide comprehensive risk management solutions.

The Commercial Lines Account Executive leads client strategy and renewal messaging for large accounts, diagnosing needs and providing insurance solutions while engaging internal and external teams for optimal client outcomes.

The Sales Executive will identify, cultivate, and close new commercial and personal lines clients, focusing on high net worth accounts. Responsibilities include tracking sales activities, utilizing various insurance solutions, and engaging in marketing tactics.

Provide administrative support to Client Managers and Advisors by processing renewals, managing account details, and generating client communications in EPIC.

The Senior Client Manager serves as the primary contact for select commercial clients, ensuring satisfaction and strategic planning while providing excellent customer service and managing client accounts.

The Personal Lines Associate Client Representative assists Client Managers by maintaining account information, processing insurance documents, and ensuring effective communication with clients and carriers under guidance.