A Career Where You Can Shine

We seek dedicated and customer-focused Commercial Lines Account Executives to join our team. As a Commercial Lines Account Executive, you will be responsible for providing an exceptional experience to our clients by addressing inquiries, assisting with questions, and managing various aspects of their insurance coverage. This role involves a combination of client interaction, coverage consultations, and proactive identification of opportunities for account growth.

Key Responsibilities:

Customer Interaction:

• Respond promptly to incoming customer inquiries through various communication channels.

• Assist customers in resolving both complex and non-complex questions related to their insurance policies.

• Cultivate positive relationships with clients through effective communication and a customer-centric approach.

Coverage Consultations:

• Conduct thorough coverage consultations to understand clients' needs and provide tailored insurance solutions.

• Collaborate with clients to ensure their insurance coverage aligns with their individual requirements and risk profiles.
  

Policy Management:

• Process endorsements and modifications to existing policies accurately and in a timely manner.

• Ensure proper communication to clients regarding any changes to their policies.
  

Opportunity Identification:

• Proactively identify and process opportunities for account growth and upselling.

• Provide quotes for additional coverage options to existing clients based on their evolving needs.
  

Team Support:

• Collaborate with other service team members to provide comprehensive support and ensure a cohesive client experience.

• Participate actively in team meetings and events to stay informed and contribute to the overall success and goals of the team.

We seek dynamic and goal-driven Sales Advisors to join our team. As a Sales Advisor, you will play a crucial role in driving revenue growth by focusing on key responsibilities of market expansion, client acquisition, and customer retention. This position requires a proactive and enthusiastic individual who excels in building relationships and achieving sales targets.

Key Responsibilities:

Market Expansion:

• Identify and explore new market opportunities to expand our target client base.

• Conduct market research to understand industry trends, and customer needs.

• Develop and implement effective strategies to establish a presence in target markets.
  

Client Acquisition:

• Proactively reach out to potential clients through networking, and referrals.

• Customize solutions to meet the unique needs of clients, addressing their challenges and objectives.

• Collaborate with the sales team and manager to develop and execute effective prospecting plans.
  

Customer Retention:

• Build and maintain strong relationships with existing clients to ensure satisfaction and loyalty.

• Provide an exceptional customer experience by promptly addressing inquiries, concerns, and requests.

• Implement retention strategies to maximize long-term partnerships.

We seek proactive and goal-oriented Inside Sales Advisors to join our team. As an Inside Sales Advisor, you will play a key role in managing inbound leads and conducting thorough account reviews. This position is ideal for individuals who excel in a fast-paced environment, possess strong communication skills, and have a keen interest in driving sales success.

Key Responsibilities:

Manage Inbound Leads:

• Handle and respond to incoming leads through various communication channels.

• Qualify leads and assess their potential for conversion into sales opportunities.

Account Review:

• Conduct comprehensive reviews of existing accounts to understand clients' needs and goals.

• Analyze and assess the current status of accounts, identifying opportunities for upselling or cross-selling.

• Collaborate with clients to ensure their satisfaction and address any concerns or questions.

We seek a dedicated and dynamic Onboarding and Community Engagement Specialist to join our team. As a specialist in this role, you will be instrumental in providing a seamless onboarding experience for our customers while actively engaging with our community. Your responsibilities will include showcasing small business success stories, curating informative e-newsletters, and incorporating / organizing visual elements, such as pictures of our team participating in community engagement and events.

Key Responsibilities:

Customer Onboarding:

• Guide customers through the onboarding process, ensuring a smooth transition onto our agency.

• Provide personalized assistance to address customer questions and concerns during the onboarding journey.

• Foster a positive customer experience by delivering exceptional support and information.

Small Business Highlights:

• Recognize and highlight the success stories of the small businesses in our network.

E-Newsletter:

• Curate and create engaging content for regular e-newsletters, keeping customers informed about updates, features, and relevant industry news.

• Ensure newsletters reflect our commitment to customer success, small business support, and
  community engagement.

Pictures:

• Capture the intricate moments of our team embodying the intersection of 'where coverage meets community' through photography.

We seek dedicated and customer-focused Personal Lines Account Executives to join our team. As a Personal Lines Account Executive, you will be responsible for providing an exceptional experience to our clients by addressing inquiries, assisting with questions, and managing various aspects of their insurance coverage. This role involves a combination of client interaction, coverage consultations, and proactive identification of opportunities for account growth.

Key Responsibilities:

Customer Interaction:

• Respond promptly to incoming customer inquiries through various communication channels.

• Assist customers in resolving both complex and non-complex questions related to their insurance policies.

• Cultivate positive relationships with clients through effective communication and a customer-centric approach.

Coverage Consultations:

• Conduct thorough coverage consultations to understand clients' needs and provide tailored insurance solutions.

• Collaborate with clients to ensure their insurance coverage aligns with their individual requirements and risk profiles.

Policy Management:

• Process endorsements and modifications to existing policies accurately and in a timely manner.

• Ensure proper communication to clients regarding any changes to their policies.

Opportunity Identification:

• Proactively identify and process opportunities for account growth and upselling.

• Provide quotes for additional coverage options to existing clients based on their evolving needs.

Team Support:

• Collaborate with other service team members to provide comprehensive support and ensure a cohesive client experience.

• Participate actively in team meetings and events to stay informed and contribute to the overall success and goals of the team.

We are seeking a dynamic and goal-driven Sales Advisor to join our team. As a Sales Advisor, you will play a crucial role in driving revenue growth by focusing on key responsibilities of market expansion, client acquisition, and customer retention. This position requires a proactive and enthusiastic individual who excels in building relationships and achieving sales targets.

Key Responsibilities:

Market Expansion:

• Identify and explore new market opportunities to expand our target client base.

• Conduct market research to understand industry trends, and customer needs.

• Develop and implement effective strategies to establish a presence in target markets.

Client Acquisition:

• Proactively reach out to potential clients through networking, and referrals.

• Customize solutions to meet the unique needs of clients, addressing their challenges and objectives.

• Collaborate with the sales team and manager to develop and execute effective prospecting plans.

Customer Retention:

• Build and maintain strong relationships with existing clients to ensure satisfaction and loyalty.

• Provide an exceptional customer experience by promptly addressing inquiries, concerns, and requests.

• Implement retention strategies to maximize long-term partnerships.