Top Tech Jobs & Startup Jobs

Build and maintain client relationships, prospect and grow a sales pipeline, assess client insurance needs, prepare quotes/proposals using agency tools, meet sales goals, collaborate across teams, and maintain documentation and compliance.

Support digital transformation and process improvement across the insurance agency: identify process challenges, assist with system integrations and testing, evaluate AI/automation and analytics tools, research Insurtech trends, coordinate rollouts, support training and adoption, and track operational impact and user adoption to drive better business decisions.

Manage end-to-end onboarding for wealth clients: prepare and process account documentation, coordinate account setups/transfers, ensure KYC/AML compliance, serve as primary client contact, track progress, and collaborate with advisors and operations to improve efficiency and client experience.

Sell commercial property & casualty insurance by building and managing a prospect pipeline, producing customized proposals, gathering risk/underwriting data, driving new business and renewals, collaborating with internal teams, and expanding client relationships across commercial lines.

Manage a book of commercial insurance accounts, serve as primary client contact, coordinate renewals and coverage planning with producers, build carrier relationships, prepare policies and proposals, stay current on industry changes, and mentor junior account staff.

Manage a book of commercial insurance business, serve as primary client contact, partner with sales and producers on renewals and risk strategies, lead client meetings, build carrier relationships, prepare and review policies/applications, stay current on industry changes, and mentor assistant account managers.

Sell commercial property & casualty insurance by building and managing a prospect pipeline, closing new business, expanding accounts, preparing customized proposals, gathering underwriting details, following renewal workflows, and collaborating with internal teams to ensure client retention and service.

Manage a book of commercial insurance accounts, serve as primary client contact, support renewals and coverage planning, build carrier relationships, prepare policies and applications, stay current on industry changes, partner with producers, and mentor assistant account managers.

Support Employee Benefits account management by serving as client/carrier contact, handling enrollments, policy changes, renewals, claims processing, open enrollment support, documentation, and identifying value-add services.

Manage a personal-lines book of business, partner with account executives to design benefits strategies and renewals, lead client meetings and enrollments, build carrier relationships, create client materials using Microsoft Office and HRIS tools, stay current on regulations and compliance, and mentor assistant account managers.