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Fintech • Software • Financial Services
Manages commercial insurance accounts, including policy maintenance, renewals, coverage reviews, client service, claims coordination, carrier communication, account marketing, and cross-selling. Builds client relationships, supports retention and profitable growth, ensures accurate records and compliance, and mentors junior team members. The role requires strong communication, analytical, accounting, technology, and problem-solving skills, along with commercial insurance experience, a Property and Casualty license, and advanced industry designations.
Fintech • Software • Financial Services
Manages commercial insurance accounts, including policy maintenance, renewals, coverage reviews, marketing, proposals, claims follow-up, carrier coordination, and client service. Builds client relationships, supports retention and account growth, identifies cross-selling opportunities, maintains records, and ensures compliance with agency procedures. The role also involves mentoring junior team members and coordinating with client advisors, carriers, benefits, and personal insurance departments.
Fintech • Software • Financial Services
Supports sales enablement through sales and marketing technology optimization, KPI dashboards, analytics, competitive intelligence, cross-sell and retention reporting, incentive performance tracking, and performance marketing analysis. The role translates data and market research into actionable insights for Client Advisors and Growth Leadership, while coordinating tools, reporting, and cross-functional initiatives.
Fintech • Software • Financial Services
Manages new business and renewal placements for mid-to-large commercial insurance accounts. Analyzes exposures, losses, financial models, coverage terms, deductibles, captives, and layered insurance towers; develops market strategies, negotiates with carriers, prepares submissions and proposals, and provides coverage recommendations. Maintains carrier relationships, reviews policies, manages timelines, supports client discussions, and ensures licensing compliance.
Fintech • Software • Financial Services
Manages commercial insurance accounts by maintaining policies, servicing clients, reviewing coverage and exposures, coordinating quotes and proposals, handling claims, monitoring carriers, and supporting retention and renewal goals. The role also identifies cross-selling opportunities, maintains client records, ensures regulatory and licensing compliance, and mentors junior team members. Strong communication, analytical, accounting, technology, and problem-solving skills are required, along with commercial insurance experience and Property and Casualty licensing.
Fintech • Software • Financial Services
Supervises commercial insurance placement specialists and manages carrier relationships for small and mid-sized accounts in California. Oversees new and renewal remarketing, submissions, negotiations, risk analysis, policy reviews, and compliance with underwriting guidelines. Partners with sales and service teams, monitors placement KPIs, supports business development, and drives process improvement and technology adoption using AURIS and EPIC. The role requires leadership, property and casualty expertise, and up to 25% travel.
Fintech • Software • Financial Services
Drive new business and revenue growth for employee benefits by building pipelines, acquiring clients, expanding relationships, and meeting sales quotas. Use CRM, analytics, predictive insights, and AI tools to prioritize opportunities, manage sales cadences, forecast revenue, and identify upsell opportunities. Develop consultative client relationships, create tailored proposals with internal teams, conduct market and competitive research, and share strategic insights with leadership.
Fintech • Software • Financial Services
Manages new business and renewal placements for small commercial insurance accounts. Responsibilities include exposure and financial analysis, market strategy, carrier submissions, quote and coverage negotiations, policy review, proposal preparation, coverage gap analysis, and client-facing presentations. The role maintains carrier relationships, uses agency management and rating systems, ensures licensing compliance, and collaborates with producers and account service teams while managing multiple deadlines and confidential information.
Fintech • Software • Financial Services
Manages employee benefits accounts as a primary client contact. Responsibilities include servicing policies, processing quotes, endorsements, certificates, renewals, claims, and correspondence; developing coverage strategies; supporting insurance marketing and sales; maintaining accurate agency management system records; coordinating with departments and producers; and staying current on underwriting requirements, policy provisions, industry trends, and licensing compliance.
Fintech • Software • Financial Services
Manages employee benefits operations, including team leadership, workforce planning, budgeting, KPI monitoring, risk management, client retention, process improvement, and technology enablement. Implements operational strategies, improves workflows, ensures regulatory and policy compliance, supports business growth, and partners cross-functionally to enhance service quality, efficiency, profitability, and client and colleague experiences.
Fintech • Software • Financial Services
The Client Advisor drives business growth by developing client relationships, utilizing data-driven insights and technology for sales, and optimizing revenue strategies.
Fintech • Software • Financial Services
Serve as the primary day-to-day contact for assigned commercial insurance clients, managing policy changes, renewals, endorsements, certificates, audits, and billing inquiries. Build and maintain client relationships, coordinate underwriting and carrier interactions, maintain accurate agency management records, support retention with a Producer, and assist clients with coverage questions and documentation.
Fintech • Software • Financial Services
Manage commercial lines underwriting and placement for mid-to-large accounts: analyze submissions, price risks, negotiate with carriers and agency partners, maintain carrier relationships and databases, facilitate placements with Acrisure ACE, and support outbound marketing of programs while ensuring compliance and documentation.
Fintech • Software • Financial Services
Manage new business and renewal placement for mid-to-large commercial insurance accounts. Conduct exposure and financial analysis, prepare submissions and quote specs, negotiate coverage terms, develop market strategies (including captives and large deductibles), and present proposals. Collaborate with client advisors, account teams, and carriers while maintaining licensing and carrier relationships.
Fintech • Software • Financial Services
Manages a book of personal insurance clients, serving as the primary contact for renewals, policy changes, servicing, coverage recommendations, retention, and cross-selling. The role requires an active property and casualty license, strong communication and organizational skills, proficiency with Applied Epic or a similar agency management system, and the ability to manage multiple accounts in a collaborative, fast-paced environment.
Fintech • Software • Financial Services
Manages small-group employee benefits client relationships, including plan design consultation, renewals, carrier and vendor selection, enrollment support, compliance coordination, retention, cross-selling, and adoption of digital self-service tools. The role maintains client data, delivers proposals, supports marketing campaigns, identifies growth opportunities, and collaborates with internal teams and partners to improve service delivery and client satisfaction.
Fintech • Software • Financial Services
Drive new business and deepen client relationships by building a qualified pipeline, meeting quota, and using data-driven insights, CRM, and AI tools to deliver consultative insurance solutions across personal lines. Collaborate with service teams, execute sales cadences, forecast revenue, and perform market and competitive analysis to grow accounts and expand market presence.
