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Oversee, retain, and grow a multi-line commercial insurance book of business. Manage renewals, policy placements, underwriting analysis, carrier negotiations, compliance, billing coordination, and client relationships across Workers’ Compensation, Liability, Property, Cyber, EPLI, Umbrella, and related coverages. Support cross-selling, carrier transitions, reporting, operational improvements, and consultative risk guidance while contributing to profitability, premium growth, and retention.
Top Skills:
Agency Management SystemsInsurance-Related SoftwareOffice Software
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Manage B2B sales for the Franchise Division, meet monthly PEO sales quotas, generate leads, present proposals, and close new business. Lead sales team members across projects, support alliance partners at events and tradeshows, manage client files and administrative workflows, optimize SOPs, and serve as a remote brand ambassador. The role requires strategic service sales experience, strong communication, self-direction, and the ability to develop sales plans and supervise evolving projects.
Top Skills:
Adobe Acrobat ProAdobe Creative CloudAdobe IllustratorAdobe PhotoshopAi NotetakersCanva ProDocusignFacebookGotoHubspotInstagramLinkedInMicrosoft 365Microsoft TeamsMicrosoft Windows Remote DesktopPaasPbx Phone SystemsPrism HrisSalesforceSonicwall Mobile ConnectTiktokVoipWebexYoutubeZoom
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