Impact Performance Team

Producer

• Prospecting for new business and managing a pipeline of commercial accounts
• Meeting with business owners and financial decision-makers to understand their exposure and recommend the right coverage
• Making presentations to decision-makers to establish and win their business
• Writing new business within the company and carrier guidelines
• Building long-term client relationships through honest, consultative service
• Staying current on DOI regulations and agency compliance requirements
• Participating in various incentive programs and contests designated to drive sales and exceed production goals
• Other duties assigned

Commercial Lines Insurance Producer

Account Manager

• Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
• Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail
• Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities
• Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing
• Provide responsive, solution oriented customer support via phone, email, and in person interactions
• Maintain accurate documentation within the agency management system and adhere to compliance guidelines
• Partner with producers and team members to support client retention, cross sell efforts, and overall client satisfaction

Personal Lines Account Manager

• Manage and service a portfolio of Commercial Lines accounts, ensuring accuracy, coverage adequacy, and seamless renewals
• Partner with Producers to prepare proposals, coordinate underwriting, and support new business and renewal strategy
• Conduct proactive coverage reviews to identify gaps, cross sell opportunities, and risk management solutions
• Process endorsements, certificates, policy changes, audits, and renewals with precision and timeliness
• Maintain clear, consistent communication with clients, carriers, and internal stakeholders while documenting all activity accurately
• Deliver exceptional client service that strengthens long term relationships and supports agency growth

Commercial Lines Account Manager

• Managing and servicing an existing group benefits book of business, ensuring high retention and client satisfaction
• Conducting regular account reviews and renewals with existing clients
• Driving new business growth through targeted marketing campaigns, cold calling, and networking
• Developing and working a referral pipeline from existing client relationships and community contacts
• Presenting and explaining group benefits plans (medical, dental, vision, disability, life) to employers and employees
• Staying current on product offerings, carrier updates, compliance requirements, and industry trends
• Collaborating with internal team members to ensure seamless enrollment and onboarding experiences
• Maintaining accurate and up-to-date records in the agency management system
• Representing the agency at community events, industry associations, and networking functions
• Other duties may be assigned as needs arise or as required to support principal duties

Employee Benefits Producer

Inside Sales

• Converting incoming leads, referrals, online quote requests, and warm opportunities into new business
• Building relationships and guiding customers through coverage options
• Following up consistently and professionally with prospects
• Utilizing the agency's CRM and automation tools to manage opportunities efficiently
• Learning proven sales processes that improve close ratios and long-term retention
• Working independently while receiving coaching and support from leadership

Commercial Lines Insurance Producer

Personal Lines Account Manager

Commercial Lines Account Manager

Employee Benefits Producer

Personal Lines Inside Sales Agent