10 field wholesaler jobs found

The  Account Coordinator  is responsible for reviewing submissions for insurance risks that do not fit within the scope of Pearl’s traditional programs for coverage and eligibility. The Account Coordinator determines which markets to refer submissions based on current carrier appetites and guidelines, facilitates communication between the sales team and the carrier/wholesaler during the underwriting process, and negotiates coverage and pricing with carriers/wholesalers.  This role has an anticipated start date of March 2026. Your Impact:   Review submissions for insurance and request any additional information needed; determine which markets to refer submissions per current carrier appetites and guidelines.  Facilitate the underwriting process with sales and carrier/wholesaler including:  Soliciting information from the sales team requested by the carrier/wholesaler to provide terms.  Communicating with the carrier regarding coverage questions.  Revising terms...

The  COI Processor  plays a critical role in ensuring compliance and accuracy in insurance documentation. This position is primarily responsible for reviewing requests for Certificates of Insurance (COIs) to verify alignment with policy terms and contractual obligations. The technician produces accurate documentation and provides essential technical support to Underwriters, Sales Representatives, Customer Service Representatives, and clients. This role demands a strong understanding of insurance language, attention to detail, and the ability to interpret policy coverage in the context of contractual requirements.  This role has an anticipated start date of March 2026. Your Impact:  Review and interpret requests for Certificates of Insurance to ensure compliance with policy language and contractual obligations.  Serve as a technical resource for internal teams and clients on insurance coverage, policy terms, and documentation requirements.  Collaborate with...

The  Retention Manager  for Pearl Insurance Solutions (PIS) is responsible for supervising the operations and staff that handles retention of AVMA PIS policies. They are responsible for managing a multi-channel Property and Casualty renewal sales staff towards the achievement of monthly and annual retention goals. Maximizes sales and profitability while training and developing the renewal sales team.  This role has an anticipated start date of March 2026 .  Your Impact:   Monitor, manage, and report activity and production output for all Client Relations Account Representatives in an effort to ensure policy retention goals are met or exceeded.  Evaluate operational strategies by conducting needs assessments, capacity planning, and cost/benefit analysis.  Perform continuous critique of operational workflows and processes from application received to policy issuance across departments.  Establish and monitor productivity, quality of work, and customer service standards....

The New Business Sales Superviso r is responsible for managing a multi-channel Property and Casualty sales staff towards the achievement of monthly and annual production goals. This role focuses on driving sales growth, developing team performance, and supporting the continued expansion of the American Veterinarian Medical Association account. The Sale Supervisor plays a key role in training, mentoring, and managing Account Executives while ensuring the highest standard of professionalism, service, and compliance. This role has an anticipated start date of March 2026. Your Impact: Monitor, manage, and report activity and production output for all Account Executives to ensure annual sales goals are met or exceed. Provide hands-on leadership, coaching, and performance feedback to Account Executives; establish clear performance goals, conduct regular evaluations, and deliver ongoing training and development opportunities. Review and approve time-off requests, bi-weekly...

The  Client Executive  for Professional Liability is responsible for providing support to the Client Executive team and managing assigned client book(s); responsible for growing satisfied carrier and client relationships, expanding current product offerings, maintaining a profitable book of business, and implementing and integrating expanded products into the clients’ portfolios.   The Client Executive leads communication between assigned clients and the service team members, including administration, sales, customer service, marketing, database management, IT, etc.  This role has an anticipated start date of April 2026. Your Impact:   Sustain and grow revenue by retaining and expanding existing client relationships.  Manage and assume responsibility for customer satisfaction for assigned client(s).  Prepare and conduct client meetings, stewardships, and governing committee meetings; follow up with a post call communication and ensure action items are completed....

The  Customer Service Manager – Contact Center  leads our customer service center team and oversees all aspects of customer support operations, with a strong focus on call center performance and service excellence. This role involves developing and implementing customer service strategies, ensuring a high level of customer satisfaction, and managing the performance and development of the customer service staff. The ideal candidate has strong leadership abilities, a customer-centric approach, and experience in managing customer service teams.   This role has an anticipated start date of February 2026. Your Impact:   Monitor key performance indicators (KPIs) and service levels of the CSR team to ensure that client service levels are met or exceeded.  Coach, train, and mentor Team Leads to drive long-term growth and strengthen staffing retention.  Manage Five9 Contact Center to ensure inbound calls are answered in accordance with client service level agreements....

The New Business Sales Representative is responsible for promoting and selling assigned Pearl Insurance coverage(s) to prospective clients primarily through phone and email outreach. This role focuses on achieving monthly and annual sales goals while delivering exceptional service and support throughout the client’s first year of policy coverage. The Sales Representative serves as a trusted advisor and first point of contact for American Veterinarian Medical Association members and affiliated clients.   This role has an anticipated start date of March 2026. Your Impact:   Prioritize and manage sales leads from multiple sources, including inbound inquiries, marketing campaigns, CRM data, and internal lead lists (e.g., monthly sales funnel, daily activity report, website leads, etc.).  Conduct a high volume of outbound contact via the phone, email, and other channels to promote, quote, and sell assigned insurance products to new prospects.   Present quotes and...

The Technician Manager is responsible for supervising the operations and staff of the Personal Insurance Solutions AVMA Technicians.  This role has an anticipated start date of February 2026. Your Impact:   Evaluate operational strategies by conducting needs assessments, capacity planning, and cost/benefit analysis.  Perform continuous critique of operational workflows and processes from application received to policy issuance across departments.  Establish and monitor productivity, quality of work, and customer service standards.  Maintain documentation of processes, procedures and forms.   Carefully monitor and adjust backlog management and maintenance of turnaround standards.    Monitor, manage, and report activity, production output, and trends of the PIS AVMA Technicians.  Supervise, coach, train, and provide leadership and guidance to the team; review and approve time off requests and approve bi-weekly timecards; assign performance goals; write and deliver...

The   Support Coordinator for Pearl Insurance Solutions   is responsible for   providing administrative support to assigned sales regions and/or sales representatives by processing renewal applications, quote acceptances, binder requests, certificate of insurance requests, and other customer inquiries.   Maintains proper account documentation in the Customer Relationship Management (CRM) system in an effort to ensure all submissions are properly processed, quoted, and accepted.   Serves as a backup in the phone system when assigned sales representatives are unavailable.     This role has an anticipated start date of March 2026. Your Impact:   Handle workflow of assigned sales team member(s) when they are out of the office; carbon copy (cc) the sales representative on any email sent on their behalf.  Submit all insurance applications to the Application Center for processing upon request.  Submit all quote acceptances to the Service Center...

The  AVMA Retention Representative  for Pearl Insurance Solutions (PIS) is responsible for promoting and renewing assigned Pearl Insurance coverage(s) to existing clients over the phone and through email, mail, and fax.  Answers inquiries through the call center from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals.  This role has an anticipated start date of March 2026. Your Impact: Conduct high volume of customer contact via the phone, email, mail, and fax to promote and renew assigned coverage(s) to existing Pearl Insurance clients; sell ancillary product(s) to clients.  Facilitate the application and underwriting process with the client and the internal underwriter that includes – sending application to client; finalizing application and any applicable forms and prepare information for submission, following up with the client when additional information is needed to complete the underwriting process.  Present the quote or...