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Manage relationships with private insurance clients by providing advice, advocacy, renewal management, remarketing, coverage expansion, and issue resolution. The role collaborates with account teams and carriers, mentors associates, supports client onboarding, identifies sales opportunities, manages projects, and ensures compliance with agency procedures and quality standards.

Manages relationships with private insurance clients, providing advisory service, handling renewals, remarketing accounts, identifying additional coverage opportunities, resolving concerns, and coordinating with carriers and internal teams. The role also mentors associates, supports client onboarding, assists advisors, and ensures accurate, compliant account management. Requires a P&C insurance license and at least five years of client management experience.

Generate, qualify, quote, and close commercial insurance business for small-business clients. Maintain prospect pipelines, manage leads in CRM and agency systems, develop referral and cross-selling relationships, compare coverage options, navigate Standard and E&S markets, and achieve annual new-revenue targets. The role requires strong Commercial Property & Casualty knowledge, consultative communication, relationship-building, and a proven insurance sales background.

Provides day-to-day support for insurance clients and internal teams, responds to service inquiries, assists with renewals and onboarding, coordinates client service responsibilities, prepares RFPs and presentations, supports external marketing, maintains documentation, and manages multiple projects and deadlines. The role requires strong communication, attention to detail, teamwork, problem-solving, Microsoft Office proficiency, and the ability to obtain a Property and Casualty Insurance License.

Prospects, quotes, and closes commercial insurance opportunities for small-business clients. The Associate Producer engages leads by phone and email, manages the sales pipeline in CRM and agency systems, compares coverage options, cross-sells existing accounts, and works toward annual new-revenue targets. The role requires a Property and Casualty license, commercial lines experience, strong communication skills, and a consultative, client-focused sales approach.

Serves and retains small business insurance accounts by processing policies, endorsements, certificates, audits, and applications; advising clients on coverage and gaps; coordinating renewals and marketing with producers; obtaining and negotiating quotes; issuing policies; maintaining records; and managing carrier relationships. Requires strong Property and Casualty insurance knowledge, client service, organization, communication, multitasking, and independent work skills.

Manage small commercial insurance accounts by processing policies, endorsements, certificates, audits, applications, renewals, and billing items. Advise clients on coverage, identify gaps, present options, negotiate premiums and commissions, coordinate with producers, carriers, underwriters, and wholesalers, and maintain accurate client records. The role requires Property and Casualty insurance expertise, strong organization, communication, multitasking, and California licensing.

Provides day-to-day service for commercial insurance clients, resolves questions and policy issues, manages renewals and new business intake, gathers client information, submits applications to insurers, negotiates policy terms, compares coverage options, prepares proposals, processes documentation and invoicing, and maintains accurate account records in Sagitta.

Manage complex commercial insurance programs and advise clients on risk, coverage gaps, renewals, carrier negotiations, compliance, and post-close insurance strategies. Coordinate with clients, producers, underwriters, legal counsel, and transaction advisors to deliver integrated solutions. Serve as the primary client contact while managing policy changes, endorsements, coverage restructuring, and ongoing risk management initiatives.

Lead insurance due diligence for buy-side M&A transactions, assess coverage and exposure, design post-close insurance strategies, negotiate with carriers, and act as primary client advisor to align insurance programs with transaction objectives.