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Lead the full-cycle onboarding and implementation of new payroll-service clients. Manage kickoff meetings, project plans, timelines, milestones, data and system setup, documentation, compliance, and cross-functional coordination across payroll, benefits, HR, compliance, and IT teams. Serve as the primary client contact and trusted advisor, proactively resolving risks and ensuring a smooth transition from Sales to long-term service teams while maintaining strong client satisfaction.

Generates new personal insurance business by meeting sales quotas, conducting prospecting and presentations, managing a book of business, supporting renewals, analyzing accounts, and collaborating with client service teams. Uses sales methodologies, marketing tools, Microsoft Suite, and Salesforce to develop client relationships, close business, and maintain strong renewal rates.

The Personal Lines Producer generates new insurance business through cold calling, appointments, and prospect presentations while meeting sales quotas. The role manages an ongoing book of business, supports renewals, analyzes accounts with Client Service, places new business, and follows established sales methodologies and CRM processes. Candidates must hold a state-issued insurance producer license and have insurance sales experience.

Leads accounting activities including month-end close, balance sheet reconciliations, multi-company financial statement consolidation, variance analysis, revenue reconciliation, audit support, and financial reporting. Guides junior accounting staff, manages deadlines, analyzes financial trends, resolves issues, and communicates financial information to management and principals.

Manage commercial insurance client relationships, including new and renewal account placement across Property & Casualty and Life & Health lines. Gather underwriting information, prepare submissions, coordinate policy changes and certificates, maintain accurate AMS360 records, secure competitive carrier quotes, and support account renewal and retention. Collaborate with producers, senior client managers, carriers, and internal stakeholders while delivering timely, professional client service.

Manages complex commercial insurance accounts as the lead client advisor, developing risk strategies, leading renewals and coverage consultations, negotiating policy terms, and driving account growth and profitability. Oversees book performance, identifies cross-sell opportunities, maintains accurate agency-management records, supports junior staff, and ensures compliance with agency standards and regulations across Property & Casualty and Life & Health lines.

Serve as the primary client contact for personal lines accounts, managing new and renewal placements across P&C and Life & Health insurance. Gather underwriting information, prepare submissions, maintain carrier relationships, secure competitive quotes, support account retention, update AMS360 records, and process policy changes, endorsements, certificates, and routine service requests. Collaborate with producers, senior client managers, and internal stakeholders to deliver accurate, timely client service.

Leads Trucordia’s Utah market, owning revenue growth, profitability, sales execution, team development, client retention, and operational excellence. The role manages market P&L, develops producers, drives business development and cross-selling, oversees sales pipelines and forecasting, builds client and carrier relationships, expands community presence, and aligns local strategy with broader platform objectives.

Reviews, updates, and maintains employee handbooks and workplace policies to align with state and federal employment laws. Provides HR administrative support, including employee records, onboarding and offboarding, background checks, employment verifications, documentation, and routine employee and client inquiries. Partners with clients, HR leaders, and legal teams to communicate policy updates, regulatory changes, and documentation requirements.

Manage a complex group benefits book of business, serving as the primary client contact from onboarding through renewal and retention. Responsibilities include placing new and renewal accounts with carriers, developing proposals, reviewing contracts, gathering underwriting information, coordinating benefit renewals and open enrollment meetings, processing enrollment changes, maintaining agency management records, and collaborating with producers and internal stakeholders.