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Manage commercial lines client relationships and service workflows, including renewals, endorsements, certificates, coverage documentation, and account records. Coordinate with producers, carriers, and internal teams to support a complex commercial book, including property and real-estate-related accounts. The role requires an active New York or Connecticut Property & Casualty license, commercial insurance experience, AMS360 proficiency, and strong communication and organizational skills.

Cultivate enterprise software opportunities by understanding customer requirements, designing solution architectures, delivering product demonstrations, developing proofs of concept, and overcoming technical obstacles during the sales cycle. Manage technical account strategy, proposals, follow-up, and deal signoff while collaborating with sales, product management, engineering, and executives. Provide product feedback and communicate technical value as business value.

Manage an approximately $3 million commercial insurance book, including renewals, endorsements, certificates, client service, carrier marketing, coverage placement, and inbound new business. The role independently serves contractor, workers compensation, landlord, and other commercial accounts while identifying cross-selling opportunities. Success requires strong client communication, sound coverage judgment, multi-carrier marketing experience, and the ability to work onsite in a boutique agency environment.

Develop new commercial insurance business by networking, prospecting, attending industry events, researching prospects, creating customized outreach, and building client relationships. The producer will create and execute a scalable sales plan, leverage market and Property & Casualty expertise, collaborate with teams and underwriters, travel to client meetings, and pursue individual growth and sales goals.

Serve as primary operational and relationship contact for assigned employee benefits clients. Drive proactive outreach, manage implementations and renewals, coordinate vendors and internal teams, monitor satisfaction, resolve issues, maintain CRM documentation, and deliver strategic support to maximize retention and client advocacy.

Serve as primary client contact for employee benefits clients: manage relationships, ensure smooth implementations and renewals, coordinate vendors, monitor satisfaction, resolve issues, maintain CRM documentation, and deliver proactive strategic support to drive retention.

Responsible for driving new logo acquisition and expanding enterprise accounts by selling data-centric security software. Tasks include prospecting, developing pipeline, consulting with VP/C-level executives, responding to RFPs, building partner/GSI relationships, managing complex sales cycles, coordinating cross-functional teams, and closing contracts with F2000 technology and semiconductor firms.

Manage and service a portfolio of high-net-worth personal lines clients, handling renewals, endorsements, coverage reviews, remarketing, and carrier coordination. Advise on complex coverages (umbrella, valuable articles, household workers comp), document account activity in the agency system, and partner with underwriters and wholesalers to deliver high-touch service.

Serve and advise high-net-worth personal-lines clients: manage renewals, endorsements, coverage reviews, remarketing, and carrier coordination. Identify exposures, recommend complex coverages (umbrella, valuable articles, household workers comp), maintain agency management records, and partner with underwriters and wholesalers to deliver high-touch service.

The role focuses on promoting Life & Annuity products, acquiring advisors, and driving net premium growth through strategic advisor relationships.