Top Tech Jobs & Startup Jobs

Lead Account Management and CSR teams for the Agriculture Platform to deliver excellent client service, drive growth, retention, and profitability. Develop training, performance metrics, and career plans; implement Trucordia tools and best practices; analyze workflows for operational improvements; coordinate cross-functional initiatives; track service metrics and mitigate E&O exposures.

The Sr Client Advisor meets sales quotas, manages client relationships, utilizes sales tools for business growth, and provides subject matter expertise.

The role involves meeting sales quotas, managing a book of business, and utilizing sales tools to acquire new clients in the insurance sector.

The Sr Commercial Insurance Producer is responsible for meeting sales quotas, managing a book of business, and utilizing sales tools to close new business. They collaborate with client services and manage renewals effectively.

The Commercial Lines Producer is responsible for meeting sales quotas, managing a book of business, and utilizing sales tools for new business acquisition.

Maintain office accounting records, perform full balance sheet reconciliations, support month-end and year-end close, consolidate multi-company financials, lead junior accountants, assist with audits, and reconcile revenue to carrier and client agreements to provide management with accurate financial reporting and analysis.

The Commercial Lines Producer is responsible for meeting sales quotas, managing a book of business, and collaborating with Client Service on renewals while utilizing sales and marketing tools effectively.

Sell insurance products to high-net-worth clients by meeting sales quotas, generating new business via calls and appointments, managing a book of business for renewals, collaborating with client service on placements, and using Trucordia sales tools and CRM to execute sales methodologies.

Lead and manage overall platform performance including P&L, growth, sales culture, recruiting producers, Salesforce adoption, KPI design, carrier relations, operations, finance reconciliation, branding migration, E&O prevention, and strategic acquisitions to expand the platform footprint.

Manage and service a commercial lines book: underwriting, renewals, risk analysis, placement recommendations, client relationship management, cross-selling, and producing proposals and presentations to retain and grow business.