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Serve as the primary client contact for insurance accounts, managing new and renewal placements across P&C and Life & Health lines. Gather underwriting information, prepare submissions, maintain carrier relationships, 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 while delivering accurate, timely service.

Serve as trusted advisor to high-net-worth clients, manage and grow a portfolio through consultative risk assessments, design customized insurance programs for specialty risks, meet sales quotas, collaborate with carriers and internal teams, and deliver concierge-level client service and renewals management.

The Insurance Producer (Sales) is responsible for meeting sales quotas, managing a book of business, executing marketing activities, and collaborating with Client Service to analyze and place business accounts.

The Insurance Producer will meet sales quotas, manage a book of business, collaborate with client services, and utilize sales tools to close new business. They must have a property and casualty license and travel frequently.

Serve as primary day-to-day contact for a book of commercial clients: manage renewals/remarketing, onboarding, endorsements, claims inquiries, and carrier coordination. Use AMS360 to maintain records, mentor junior staff, and advise clients on coverage, underwriting, and regulatory changes.

Maintain office accounting records, perform full balance sheet reconciliations, lead month-end and year-end close tasks, consolidate multi-company financials with variance analysis, perform revenue reconciliations, support audits, lead junior accounting staff, and provide timely financial reporting and analysis to management.

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

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.

Manage a portfolio of commercial trucking insurance accounts: review policies, process changes and renewals, coordinate with underwriters, conduct risk assessments, ensure DOT compliance, prepare documentation, resolve client issues, and implement retention strategies while maintaining accurate CRM records.

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.