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As a Commercial Insurance Producer, you will develop sales strategies, maintain client relationships, conduct risk assessments, and achieve sales targets.

The High Net Worth Insurance Advisor is responsible for meeting sales quotas, managing a book of business, and collaborating with Client Service to analyze accounts. The advisor uses sales and marketing tools for lead generation and follows company methodologies.

Manage and support Microsoft 365 and related enterprise systems, perform tenant-to-tenant migrations and post-acquisition integrations, troubleshoot identity/authentication/mail flow and endpoint issues, automate with PowerShell, maintain security/compliance, and create documentation and standardization across acquired organizations.

The Commercial/Personal Lines Producer will develop new business, manage client relationships, provide tailored insurance solutions, and stay updated on industry trends.

The Producer is responsible for meeting sales quotas, utilizing sales tools, managing a book of business, and collaborating with Client Service. Must hold a Property and Casualty Insurance Producer License with 2-5 years of insurance sales experience preferred.

The Personal Lines Producer is responsible for achieving sales quotas, conducting sales outreach, setting appointments, and client consultations regarding risk management.

The Private Client Advisor is responsible for meeting sales quotas, utilizing marketing tools for client acquisition, and managing a book of business to support renewal rates.

The Commercial Insurance Advisor is responsible for meeting sales quotas, managing a book of business, and utilizing sales tools for client acquisition and retention.

Sell insurance to private clients by meeting monthly, quarterly, and annual quotas through cold calls, appointments, and presentations. Manage and retain a book of business, analyze renewals with Client Service, place new accounts, and follow Trucordia sales methodologies and tools.

Lead market-level strategy and execution for an insurance brokerage: drive revenue, new business, cross-selling, and profitability; recruit, coach and retain producers; manage market P&L; ensure operational excellence, CRM discipline, and alignment with platform leadership.