5 team leader jobs found in Santa Clarita, CA

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager  to their  LBW Insurance team in Valencia, CA .  *On-site and Hybrid options available. (This is not a fully remote position) Primary Functions: Personal Lines Account Managers work in conjunction with an Account Executive to maintain and grow a book of personal accounts. They provide excellent client service at all times in accordance with LBW philosophy. They’re responsible for managing, evaluating, placing, and servicing both new and renewal accounts. And they must possess the knowledge and ability to act independently in all phases of the personal account management process. Essential Duties & Responsibilities: Update and change information in AMS360 (our agency management system) from carrier downloads Provide outstanding service, including client visits when necessary Consistently provide...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their  LBW team in Valencia, CA .  Job Summary: The Account Manager is responsible for assisting the P&C Producers and clients with all servicing needs and providing information and guidance, as needed, to help to achieve the business goals.  The Account Manager maintains an effective relationship with clients, co-workers, carriers, vendors, and other business contacts. The Account Manager is also responsible for keeping abreast of industry trends, new product information, legislation, coverages, and technology to continuously improve the knowledge and performance of the agency.   Essential Functions: Provides technical support to P&C Producers; specifically in managing client needs, analyzing coverage forms and quotations   Accompanies P&C Producers on client and prospect meetings as...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Insurance Sales Producer to their LBW team in Valencia, CA.  This is a hybrid role. This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks! Essential Functions: Prospect and generate new business through networking, cold calling, referrals, and relationship-building within the California market. Identify client needs by conducting thorough risk assessments and understanding each prospect’s unique exposures. Recommend appropriate insurance solutions based on coverage requirements, carrier guidelines, and client goals. Prepare and present proposals to prospective clients, clearly explaining coverage options, premiums, and value. Manage the full sales cycle, from initial contact and needs analysis to closing the sale and onboarding the client....

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their  LBW team in Valencia, CA. This is a hybrid role.  This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks! Essential Functions: Mange and nurture an existing book of business while continuously prospecting for new clients Analyze client financial information and create tailored financial plans aligned with their goals Present financial plans to clients, discuss recommendations, and agree on next steps Implement financial plans and monitor performance, making adjustments as needed Provide ongoing client service, communication, and support to ensure long-term satisfaction Prepare and deliver financial planning sessions, presentations, or seminars to drive new business opportunities Contribute to developing new...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Insurance Sales Producer to their LBW team in Valencia, CA.  This is a hybrid role. This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks! Essential Functions: Prospect and generate new business through networking, cold calling, referrals, and relationship-building within the California market. Identify client needs by conducting thorough risk assessments and understanding each prospect’s unique exposures. Recommend appropriate insurance solutions based on coverage requirements, carrier guidelines, and client goals. Prepare and present proposals to prospective clients, clearly explaining coverage options, premiums, and value. Manage the full sales cycle, from initial contact and needs analysis to closing the sale and onboarding the client....