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Serve as primary client contact for personal lines insurance: handle new and renewal placements, gather underwriting info, secure carrier quotes, process policy changes, endorsements, and certificates, maintain records in AMS360, and collaborate with producers and senior staff to ensure renewals and client retention.

Sell commercial insurance by meeting quotas through cold calls, appointments and presentations. Manage a book of business to maximize renewals, collaborate with client service to place new and renewal accounts, and apply Trucordia sales methodologies and tools.

Sell commercial lines insurance: meet sales quotas, generate new business through calls and appointments, manage a book of business and renewals, collaborate with Client Service to place accounts, and use Trucordia sales tools and Salesforce for analytics and sales management.

The role involves generating new business, managing client renewals, and providing ongoing service as a licensed 215 agent, focusing on ACA and Medicare segments.

The P&C Insurance Sales Executive meets sales quotas, conducts outreach to leads, sets appointments, and consults on risk management solutions.

The Private Client Advisor is responsible for achieving sales quotas, managing a book of business, and utilizing sales tools to close new accounts while collaborating with team members to analyze renewals.

Sell and manage commercial lines insurance: meet sales quotas, acquire new business through prospecting and presentations, manage renewals and book of business, collaborate with client service to place and analyze accounts, and use Trucordia sales tools and CRM.

The Sr Client Advisor is responsible for meeting sales quotas and managing a book of business, mentoring junior producers, and executing sales strategies.

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

Sell commercial lines insurance by meeting quotas through cold calls, in-person appointments and presentations; manage and retain a book of business; collaborate with client service on renewals and placements; use Trucordia sales tools and methodologies to analyze and close new business.