Top Tech Jobs & Startup Jobs in Charlotte, NC

Leads national wholesale and open-market placement strategy for commercial property and casualty insurance. Manages placement leaders and brokers, develops insurer relationships, negotiates terms and agreements, handles complex placements, and supports sales, renewals, and market strategy. Monitors market conditions, improves placement processes and technology adoption, collaborates on analytics and program structuring, supports acquisitions, and maintains accurate placement records and escalation follow-up.

Provides enterprise-level risk engineering leadership and consulting for complex property, operational, casualty, and business interruption exposures. Advises executives, clients, carriers, and underwriting partners on loss prevention, resilience, risk quality, and insurance outcomes. Leads complex technical assessments, develops mitigation strategies, supports market negotiations, publishes thought leadership, mentors risk professionals, and serves as a recognized authority on specialized risks and emerging hazards.

Manages relationships with home builders, lenders, title companies, and mortgage-affiliated clients across an assigned territory. Serves as the primary account contact, provides client training, promotes insurance services, resolves issues, maintains accurate records, distributes marketing materials, and ensures regulatory compliance. The role requires knowledge of property and casualty insurance, strong communication and presentation skills, client visits, and frequent travel exceeding 50% of working time.

Leads national Commercial Risk operations by developing standards, streamlining workflows, ensuring regulatory and audit compliance, optimizing agency management systems, establishing KPI dashboards, and guiding regional teams through process improvements, change initiatives, and organizational integrations.

Sells personal lines insurance by managing leads, identifying cross-sell and upsell opportunities, presenting tailored coverage solutions, closing new business, and building long-term client relationships. The role requires pipeline management, high-volume communication, accurate documentation, adherence to carrier underwriting guidelines, and achievement of monthly production goals. Candidates must hold an active Property and Casualty license and have at least two years of personal lines insurance experience.

Sells new insurance accounts, renews existing accounts, develops prospects, presents coverage proposals, finalizes policy sales, and maintains client and insurance partner relationships. The role requires meeting monthly business goals, networking within the community, maintaining insurance industry and underwriting knowledge, ensuring accurate documentation, and supporting process improvements. State insurance licenses are required or must be obtained within 90 days. Travel is required.

Leads nationwide operational excellence for Employee Benefits operations by developing standards, streamlining workflows, ensuring regulatory and audit compliance, optimizing agency management systems, establishing KPIs, and driving continuous improvement. Partners with regional leaders, technology teams, client service groups, and senior management to implement cross-functional initiatives, provide operational expertise, and manage integrations during mergers, acquisitions, or restructuring.

Directs employee benefits compliance for the West region, with emphasis on California health and welfare requirements. Provides legal and regulatory guidance, interprets legislative developments, creates client deliverables, supports sales and client education, manages large-scale compliance projects, and mentors junior team members. Advises clients and colleagues on federal, state, and local mandates while translating complex legal requirements into practical guidance.

Support senior wealth advisors while building client relationships, developing financial plans, monitoring portfolios, preparing reports, responding to client inquiries, and coordinating integrated wealth, retirement, and insurance solutions. The role also involves business development, client onboarding, documentation, compliance, and maintaining knowledge of investments, tax considerations, and planning strategies.

Participate in a 10-week remote rotational internship supporting MSI and LeaseTrack operations. Review and improve training programs, process documentation, workflows, and operational reports. Assist with status reporting, project coordination, technology implementations, and process-improvement initiatives while gaining exposure to insurance operations and cross-functional collaboration.