Responsibilities

• Build and strengthen relationships with commercial clients by providing responsive service, proactive communication, and trusted insurance guidance.
• Manage new and renewal business by evaluating exposures, recommending coverages, and placing policies that align with client needs and carrier guidelines.
• Quote, market, and write new business opportunities generated through client referrals, walk-in traffic, and inbound inquiries.
• Review renewal and expiration reports to develop retention strategies and support long-term client success.
• Identify cross-selling and upselling opportunities by recommending additional coverages that address evolving risks and business needs.
• Partner with producers, underwriters, carriers, and agency leadership to ensure seamless service delivery and positive client experiences.

Requirements

• Property and Casualty Insurance License.
• 1 to 3 years of experience in sales, account management, customer service, or a related client-facing role.
• High School Diploma, GED, or Associate Degree in Business Administration, Finance, Risk Management, or a related field.
• Knowledge of commercial insurance products, coverages, underwriting principles, and policy administration processes.
• Strong written and verbal communication skills.
• Experience using business technology and client management systems, including Microsoft Office applications.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.

Preferred

• Experience within the Property and Casualty Insurance industry.
• Bachelor's Degree in Business Administration, Finance, Risk Management, or a related field.
• Familiarity with EPIC Agency Management System or similar agency management platforms.
• Experience reviewing carrier guidelines and working directly with underwriters.
• Demonstrated success identifying cross-selling or account growth opportunities within an existing book of business.

Benefits

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support