Teams at The Liberty Company Insurance Brokers, LLC

Manages middle-market commercial insurance accounts, including new and renewal submissions, carrier marketing, proposals, quotes, negotiations, policy reviews, client servicing, billing, receivables, audits, cancellations, compliance, and documentation. Evaluates client risks and recommends appropriate coverage and markets while maintaining carrier and client relationships. The role requires extensive California commercial insurance expertise, an active property and casualty license, and proficiency with agency management systems.

Leads recruiting, onboarding, training, coaching, and performance management for an independent health insurance agent network. Recruits and appoints agents, conducts training and coaching, tracks production in Zoho CRM, resolves sales and compliance issues, manages performance targets, and personally sells Medicare and ACA policies during peak enrollment periods. The role is fully remote, player-coach oriented, and offers a path to Sales Director.

Manage and service commercial P&C insurance accounts, prepare submissions and proposals, process changes/audits/bindings/cancellations, invoice and collect premiums, coordinate with producers, maintain accurate documentation and reports, and support growth and special projects while ensuring carrier compliance and timely client response.