Career Opportunities

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Overview

We are seeking a self-motivated and client-focused Licensed Commercial Insurance Producer to grow a portfolio of commercial clients through consultative sales, relationship management, and customized risk solutions. The ideal candidate has an established business network, a proven ability to generate new business, and a commitment to delivering exceptional client service. Success in this role requires the ability to learn and follow agency procedures, workflows, and best practices while contributing as a collaborative team member who values consistency, accountability, and a high-quality client experience.

Your Key Responsibilities

• Develop new commercial insurance business through prospecting, networking, referrals, and strategic partnerships.
• Build and maintain strong relationships with business owners and key decision-makers.
• Conduct comprehensive risk assessments and recommend tailored commercial insurance solutions.
• Present insurance proposals, explain coverage options, and educate clients on risk management strategies.
• Collaborate with account managers, underwriters, and carrier partners to secure competitive coverage and pricing.
• Negotiate coverage terms and advocate for clients throughout the underwriting process.
• Manage a pipeline of prospective clients and maintain accurate records within the agency's CRM system.
• Review existing policies to identify coverage gaps, cross-selling opportunities, and account retention strategies.
• Stay current on industry trends, carrier products, market conditions, and regulatory requirements.
• Deliver exceptional customer service throughout the sales and policy lifecycle.

Our Ideal Success Profile

• Active resident Property & Casualty insurance license required.
• Proven experience in commercial insurance sales, business development, or account management.
• Strong understanding of commercial insurance products, including General Liability, Commercial Property, Workers' Compensation, Commercial Auto, Professional Liability, Cyber Liability, Umbrella, and Business Owner's Policies (BOP).
• Demonstrated ability to generate new business and consistently achieve sales goals.
• Excellent relationship-building, communication, negotiation, and presentation skills.
• Strong analytical and problem-solving abilities with a consultative approach to client needs.
• Self-motivated, organized, and capable of managing multiple priorities in a fast-paced environment.
• Eager to learn, retain, and consistently follow established office procedures, workflows, and agency best practices.
• Receptive to coaching and committed to maintaining operational consistency and compliance standards.
• Experience using agency management systems and CRM platforms is preferred.
• Bachelor's degree or equivalent professional experience preferred.
• Professional designations such as CIC, CPCU, CRM, or ARM are a plus.

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Overview

We are seeking a self-motivated and client-focused Licensed Personal Lines Insurance Producer to develop and grow relationships with personal insurance clients through consultative sales, coverage guidance, and tailored insurance solutions. The ideal candidate has a proven ability to generate new business, build lasting client relationships, and deliver exceptional service. Success in this role requires the ability to learn and follow agency procedures, workflows, and best practices while contributing as a collaborative team member who values consistency, accountability, and a high-quality client experience.

Your Key Responsibilities

• Develop new personal lines insurance business through prospecting, networking, referrals, and community relationships.
• Build and maintain strong relationships with clients by understanding their personal insurance needs and providing trusted guidance.
• Conduct coverage reviews and recommend appropriate insurance solutions based on client goals and risk exposures.
• Present insurance proposals, explain coverage options, and educate clients on protection strategies.
• Quote, bind, and manage personal insurance policies while delivering a seamless client experience.
• Collaborate with account managers, carriers, and agency team members to secure competitive coverage and pricing.
• Identify opportunities to cross-sell additional coverage and enhance client protection.
• Manage a pipeline of prospective clients and maintain accurate records within the agency’s CRM and management systems.
• Review existing policies to identify coverage gaps, retention opportunities, and account growth opportunities.
• Stay current on personal lines products, carrier guidelines, market conditions, and regulatory requirements.
• Deliver exceptional customer service throughout the sales and policy lifecycle.

Our Ideal Success Profile

• Active resident Property & Casualty insurance license required.
• Proven experience in personal lines insurance sales, account management, or client service.
• Strong understanding of personal insurance products, including Homeowners, Auto, Umbrella, Renters, Condo, and Specialty Personal Lines coverage.
• Demonstrated ability to generate new business and achieve sales goals.
• Excellent relationship-building, communication, and consultative sales skills.
• Strong attention to detail with the ability to assess client needs and recommend appropriate coverage solutions.
• Self-motivated, organized, and capable of managing multiple priorities in a fast-paced environment.
• Eager to learn, retain, and consistently follow established office procedures, workflows, and agency best practices.
• Receptive to coaching and committed to maintaining operational consistency and compliance standards.
• Experience using agency management systems and CRM platforms is preferred.
• Bachelor’s degree or equivalent professional experience preferred.
• Professional designations such as CIC, CISR, CPIA, or CPCU are a plus.

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Overview

We are seeking a self-motivated and client-focused Licensed General Lines Life Insurance Producer to develop and grow client relationships through consultative sales, financial protection planning, and tailored insurance solutions. The ideal candidate has a proven ability to generate new business, build trusted relationships, and provide guidance on life, health-related protection products, and long-term financial security solutions. Success in this role requires the ability to learn and follow agency procedures, workflows, and best practices while contributing as a collaborative team member who values consistency, accountability, and a high-quality client experience.

Your Key Responsibilities

• Develop new life and health insurance business through prospecting, networking, referrals, community relationships, and client introductions.
• Build and maintain strong relationships with clients by understanding their protection needs, financial goals, and changing life circumstances.
• Conduct needs-based reviews and recommend appropriate insurance solutions to help clients protect their income, assets, and families.
• Present insurance proposals, explain coverage options, and educate clients on the benefits and value of recommended solutions.
• Assist clients with life insurance, Medicare supplements and Medicare-related health insurance solutions for individuals age 65 and older, long-term care insurance, disability insurance, and hospital indemnity plans.
• Collaborate with carriers, agency team members, and business partners to provide competitive solutions and a seamless client experience.
• Identify opportunities to cross-sell and enhance client protection through comprehensive insurance planning.
• Manage a pipeline of prospective clients and maintain accurate records within the agency’s CRM and management systems.
• Review existing client policies to identify coverage gaps, additional needs, retention opportunities, and account growth opportunities.
• Stay current on product offerings, carrier guidelines, market conditions, and applicable regulatory requirements.
• Deliver exceptional customer service throughout the sales and policy lifecycle.

Our Ideal Success Profile

• Active resident General Lines Life and Health insurance license required.
• Proven experience in life insurance sales, financial protection planning, account management, or client relationship development.
• Strong understanding of life insurance products, including Term Life, Whole Life, Universal Life, Final Expense, and related protection solutions.
• Knowledge and experience with Medicare supplements and Medicare-related health insurance products for individuals age 65 and older, long-term care insurance, disability insurance, and hospital indemnity plans.
• Demonstrated ability to generate new business, build a client base, and achieve sales goals.
• Excellent relationship-building, communication, presentation, and consultative sales skills.
• Strong attention to detail with the ability to assess client needs and recommend appropriate protection strategies.
• Self-motivated, organized, and capable of managing multiple priorities in a fast-paced environment.
• Eager to learn, retain, and consistently follow established office procedures, workflows, and agency best practices.
• Receptive to coaching and committed to maintaining operational consistency, compliance standards, and a high-quality client experience.
• Experience using CRM platforms and insurance agency management systems is preferred.
• Bachelor’s degree or equivalent professional experience preferred.
• Professional designations such as CLU, ChFC, LUTCF, or similar industry credentials are a plus.