Manage and grow a commercial insurance client portfolio through lead follow-up, prospecting, networking, risk assessment, coverage recommendations, and client engagement. The role guides prospects from discovery through quoting and binding, collaborates with account management and sales development teams, maintains sales pipelines, and identifies process and product improvements. Commercial lines experience and a Level 2 insurance license are required.

Prospect business owners and HR leaders, generate new employee benefits opportunities, design and present group insurance solutions, and convert prospects into clients. Manage relationships through onboarding and renewals, collaborate with carriers and internal teams, and grow an independent book of business. The role requires licensed employee benefits expertise, strong communication, resilience, organization, autonomy, and a results-driven approach.