🛠 Tech Stack

💼 About This Role

You'll serve as the strategic lead for middle market and large/complex accounts, focusing on real estate and hospitality. You'll manage renewals, win new business, and develop carrier relationships for a $1M-$1.3M book of revenue. This role offers partial ownership in an independent Midwest firm.

🎯 What You'll Do

• Manage full renewal process including policy review and program design
• Support new business acquisition and client setup
• Prepare and facilitate meetings with stakeholders and clients
• Craft marketing strategies, review submissions, and negotiate with underwriters

📋 Requirements

• 5-7 years of insurance or related industry experience
• Strategic thinking based on client priorities and market cycles
• Strong communication skills (written and verbal)
• MS Office proficiency (PowerPoint, Outlook, Word, Excel)

✨ Nice to Have

• Applied Epic experience
• Leadership and people development experience
• Formal specialty designation (ARM, CPCU, or industry-specific)

🎁 Benefits & Perks

• 📈 Annual Performance Bonus
• 🏥 Medical, Dental, Vision
• 💼 Stock Purchase Plan
• 🏖️ Paid Time Off and Flexible Work Options
• 📚 Personal and Professional Development

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Team Interview· 60 min