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Drive new and renewal commercial insurance sales to meet monthly, quarterly and annual quotas. Prospect and close new business using Trucordia sales and marketing tools and Salesforce, manage a book of business to support high renewal rates, and collaborate with Client Service on placements and renewals while following sales methodologies.

Drive new business and retention to meet sales quotas through cold calls, in-person meetings and presentations; manage a book of business for high renewal rates; collaborate with client service to analyze and place renewals and new accounts; use Trucordia sales tools, methodologies and CRM to execute results.

Sell and retain commercial property & casualty insurance by meeting sales quotas, using Trucordia sales tools, managing a book of business, analyzing renewals, collaborating with client service, and executing prospecting activities (cold calls, in-person appointments, presentations).

Drive new commercial insurance business by meeting sales quotas, prospecting (calls and meetings), developing and renewing client relationships, collaborating with client service teams, analyzing market needs, placing policies, and using CRM and sales tools to track performance and documentation.

Drive new personal insurance business by meeting sales quotas, prospecting (cold calls and appointments), managing renewals and client relationships, collaborating with client service teams, mentoring junior producers, and using CRM and analytics to optimize sales and retention.

The Staff Accountant manages financial records, reporting, reconciliations, and supports audits, ensuring deadlines and accuracy in financial data analysis.

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.

Administer employee benefits and leave programs (medical, dental, vision, retirement, FMLA, ADA, state leaves). Serve as point of contact for employee questions, maintain HRIS data, track leave activity, support open enrollment, coordinate with vendors, ensure regulatory compliance, and create employee communications.

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.