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Top Tech Jobs & Startup Jobs in Charlotte, NC
Fintech • Insurance • Software • Financial Services
Manage client relationships for small commercial insurance accounts, advise on coverage and risk management, bind coverage as field underwriter, oversee renewals, prepare proposals and policy documents, assist with claims, conduct audits and policy reviews, and adopt technology including proprietary AI to improve service and retention.
Top Skills:
ExcelMS OfficeMicrosoft PowerpointMicrosoft WordProprietary Ai Solutions
Fintech • Insurance • Software • Financial Services
The Account Manager oversees client relationships, providing strategic insurance advice, managing renewals, preparing proposals, and ensuring client needs are met. Responsibilities include policy reviews, claims assistance, and staying updated on industry trends.
Top Skills:
ExcelMS OfficeWord
Fintech • Insurance • Software • Financial Services
Drive sales of life and annuity insurance through wholesale channels by building broker/agency relationships, delivering product knowledge and training, managing underwriting and policy issuance, tracking sales performance, and providing post-sale support while ensuring regulatory compliance.
Top Skills:
ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
Fintech • Insurance • Software • Financial Services
The Risk Advisor focuses on producing new insurance accounts, conducting market research, managing client relationships, and achieving sales objectives through consultative selling.
Top Skills:
ExcelMS OfficePowerPointWord
7 Days AgoSaved
Fintech • Insurance • Software • Financial Services
Manage client relationships for personal lines insurance: advise on coverage and risk, bind coverage, prepare proposals and policy documents, manage renewals and claims support, perform audits, adopt proprietary AI tools, and drive client retention and process improvements.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft WordProprietary Ai Solutions
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Fintech • Insurance • Software • Financial Services
The Account Manager oversees client relationships, providing strategic insurance advice, managing renewals, preparing proposals, and resolving service issues, ensuring client satisfaction and retention.
Top Skills:
Ai SolutionsMS Office
Fintech • Insurance • Software • Financial Services
Manage and develop strategy for commercial insured accounts, place and bind coverage, analyze risk, remarket renewals, prepare proposals and loss evaluations, assist with claims and audits, educate clients on coverage, maintain files, adopt agency technology/AI tools, and mentor team members to meet sales and retention goals.
Top Skills:
Agency Management SystemsCarrier PortalsExcelMS OfficeMicrosoft PowerpointMicrosoft WordProprietary Ai Solutions
Fintech • Insurance • Software • Financial Services
Manage client relationships for commercial lines insurance: advise on coverage and risk management, bind coverage, lead renewals and remarketing, prepare proposals and policy documents, assist with claims and audits, and adopt proprietary AI and other technology to improve client service and retention.
Top Skills:
ExcelMS OfficeMicrosoft PowerpointMicrosoft WordProprietary Ai Solutions
Fintech • Insurance • Software • Financial Services
Lead recruitment and growth strategy to source, attract, and onboard top sales talent for Relation Insurance. Build pipelines, manage agencies, design sourcing campaigns (cold outreach, social, job boards), partner with sales and marketing, conduct preliminary interviews, ensure compliance, track recruiting metrics, and represent the company at events.
Top Skills:
LinkedInExcelMS Office
Fintech • Insurance • Software • Financial Services
Sell insurance accounts within the entertainment sector through consultative sales, develop and manage a qualified pipeline, meet revenue targets, advise on complex commercial lines and risk, transition sold clients to account teams, and document sales activity while leveraging technology and in‑house technical services.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft WordProprietary Ai SolutionsSales Tracking System
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