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Founding account manager for a new restaurant-focused insurance program. Build onboarding and scalable workflows in Epic, manage a portfolio of $25k–$50k premium accounts, onboard 200–400 clients in year one, handle renewals and service requests, coordinate carrier placements, identify cross-sell opportunities, and help hire and mentor junior team members as the practice scales.

The Regional Vice President drives financial performance, manages territory distribution, leads team development, and maintains strong relationships with brokers to achieve sales targets and profitability.

Lead and manage sales efforts, coach the sales team, implement strategic initiatives, engage with clients, and analyze sales performance metrics.

The Personal Lines Account Manager will manage client relationships, review policies, assist in claims, and maintain records in Applied Epic while ensuring top-notch customer service.

The M&A Sourcing Associate identifies acquisition targets, conducts outreach via phone/email, manages CRM activity, and supports acquisition strategy through metrics tracking.

The Client Executive is responsible for soliciting clients, meeting production goals, and selling insurance coverage. They will create new opportunities from a proprietary prospect database, consult on insurance needs, and maintain relationships with clients, ensuring satisfaction.