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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.

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 personal lines insurance by meeting sales quotas through cold calls, in-person appointments and presentations. Manage and grow a book of business for high renewal rates, collaborate with client service to place and renew policies, and follow company sales methodologies and tools.

Sell and place personal lines insurance by meeting sales quotas, prospecting via calls and appointments, managing a book of business for renewals, collaborating with client service, and using Trucordiasales 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.

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.

Serve as primary contact for a book of commercial insurance clients—manage renewals, onboarding, endorsements, claims inquiries, and carrier relationships. Use AMS360 to maintain records, mentor junior staff, provide consultative guidance on coverage and underwriting, and support retention and growth of commercial lines accounts.

Serve as primary contact for a book of commercial insurance clients, manage renewals and remarketing, coordinate with carriers, onboard new accounts, handle endorsements, claims inquiries and audits, maintain records in AMS360, mentor junior team members, and advise clients on coverage and regulatory changes.