Centered Insurance Partners

Role Description The Property and Casualty Insurance Producer at Centered Insurance Partners is responsible for aggressively developing and managing an active sales pipeline through prospect outreach, client engagement, and comprehensive risk assessments. This role requires a strategic approach to cross-selling products tailored to client needs and collaborating with technical specialists to secure and retain business. The primary focus of this role is generating new sales to both existing and prospective clients. Success will be measured by the ability to win and retain new business while meeting or exceeding defined sales targets related to revenue growth, business diversification, and penetration into industry-specific markets. Responsibilities - Sales Process - Prepare proposals and presentations utilizing marketing resources, practice groups, and collaboration with other producers. - Design tailored sales strategies and develop unique sales programs for prospects. - Align individual client sales strategies with overall business objectives. - Conduct thorough needs analysis and risk assessments to identify unique client coverage needs. - Provide consultative advice in key risk areas. - Identify and close potential cross-selling opportunities. - Client Management - Maintain consistent, high-quality communication with clients through phone and face-to-face interactions. - Advocate for clients during the claims process. - Participate in stewardship meetings to evaluate and enhance service delivery. - Support the Client Management team in identifying and executing rounding opportunities. - Pipeline Management - Identify prospects among existing and prospective clients. - Cultivate relationships with individuals responsible for insurance and risk management decisions. - Obtain referral leads from current clients. - Actively seek and pursue cross-selling opportunities. - Engage in community and professional associations to build a network. Qualifications - Bachelor of Arts or Bachelor of Science degree in a related field preferred. - Valid state-relevant insurance license(s) (if applicable). - Minimum of 5 years of proven property and casualty insurance sales experience. - Demonstrated success in pipeline development and delivery of effective sales strategies, establishing a reputation as a client-centric professional. - Comprehensive understanding of sales principles, marketing strategies, and the technical aspects of insurance and risk management products. - Strong analytical skills with the ability to think critically and logically. - Proven ability to work strategically and decisively in a client-centric environment under tight deadlines. - Excellent communication skills (written, verbal, and oral) and strong interpersonal abilities. Company Description Centered Insurance Partners is an Equal Opportunity Employer.

Role Description At Centered Insurance Partners, we are redefining the insurance brokerage experience with a seamless, personalized, and empowering approach for our clients. What sets us apart is our strong commitment to broad-based employee ownership—empowering every team member to share in the success we build together, fostering alignment, long-term thinking, and a true sense of partnership. If you’re a driven Account Executive ready to thrive in an ownership culture that rewards initiative, collaboration, and meaningful results, we invite you to bring your expertise to our dynamic team as we continue to expand nationwide. An Account Executive at Centered Insurance Partners is responsible for managing and expanding a diverse book of business with our health care clients while cultivating strong relationships with both clients and insurance carriers. This role focuses on securing new business, renewing existing policies, and offering expert advice on insurance coverage needs. The Account Executive will engage in various activities related to client management, business development, and underwriting, ensuring that clients receive high-quality insurance solutions tailored to their unique requirements. This position may also involve mentoring junior team members and contributing to strategic planning for client accounts. Responsibilities - Client Management: Build and maintain strong relationships with clients, understanding their needs and providing exceptional service. - New Business Development: Identify and pursue new business opportunities through the development of marketing plans and making presentations to potential clients. - Renewal and Retention: Manage the renewal process by negotiating pricing and terms with carriers and retaining existing business. - Underwriting and Risk Management: Analyze risk profiles, recommend appropriate coverage, and ensure compliance with insurance regulations. - Claims Assistance: Assist clients with claims by providing guidance and coordinating with claims adjusters. - Carrier Relations: Develop strong relationships with insurance carriers, negotiate terms, and ensure timely processing of claims. - Team Leadership and Mentorship: Mentor and develop junior team members when applicable. - Strategic Planning: Develop and implement strategic plans for client accounts, focusing on risk management and insurance program development. Qualifications - Bachelor's degree and/or a minimum of 3 years of property and casualty insurance experience or a recognized equivalent is required. - Must hold and maintain appropriate state Property and Casualty Insurance License(s) or obtain such licensing within three (3) months of the hire date. - Initiate, obtain, and maintain advanced designations such as API, AIS, CIC, or other relevant credentials. - Demonstrated verbal and written communication skills, including proper grammar, spelling, and punctuation in all correspondence. - Strong understanding of accounting principles or notable math skills. - High degree of critical thinking with the ability to solve problems effectively when solutions are not readily apparent. - Exceptional attention to detail, consistently producing outcomes with minimal errors. - Ability to adapt quickly to changing directions and priorities in a fast-paced environment. - Proficiency in a variety of technology, including MS Office. - Ability to work independently as well as part of a team. - Compliance with continuing education requirements for agent licensing and professional designations. - Commitment to staying informed about industry trends, new production information, coverages, and technology.

Role Description An Account Executive at Centered Insurance Partners is responsible for managing and expanding a diverse book of business with our health care clients while cultivating strong relationships with both clients and insurance carriers. This role focuses on securing new business, renewing existing policies, and offering expert advice on insurance coverage needs. The Account Executive will engage in various activities related to client management, business development, and underwriting, ensuring that clients receive high-quality insurance solutions tailored to their unique requirements. This position may also involve mentoring junior team members and contributing to strategic planning for client accounts. Responsibilities - Client Management: Build and maintain strong relationships with clients, understanding their needs and providing exceptional service. - New Business Development: Identify and pursue new business opportunities through the development of marketing plans and making presentations to potential clients. - Renewal and Retention: Manage the renewal process by negotiating pricing and terms with carriers and retaining existing business. - Underwriting and Risk Management: Analyze risk profiles, recommend appropriate coverage, and ensure compliance with insurance regulations. - Claims Assistance: Assist clients with claims by providing guidance and coordinating with claims adjusters. - Carrier Relations: Develop strong relationships with insurance carriers, negotiate terms, and ensure timely processing of claims. - Team Leadership and Mentorship: Mentor and develop junior team members when applicable. - Strategic Planning: Develop and implement strategic plans for client accounts, focusing on risk management and insurance program development. Qualifications - Proven experience managing employee benefits accounts within an insurance brokerage or consulting firm. - Strong working knowledge of group health, dental, vision, life, disability, and ancillary benefits. - Experience serving as the primary client contact for mid-market and/or large employer groups. - Ability to manage renewal cycles, including data gathering, carrier negotiations, plan comparisons, and client presentations. - Solid understanding of carrier contracts, plan design, funding arrangements (fully insured, level-funded, self-funded). - Familiarity with compliance requirements (ACA, ERISA, COBRA, HIPAA, Section 125). - Excellent written and verbal communication skills, including client-facing presentations. - Strong organizational skills with the ability to manage multiple accounts and deadlines simultaneously. - Proficiency with benefits administration platforms, spreadsheets, and brokerage management systems. - Collaborative mindset with a commitment to client service and long-term relationship management. - Active state insurance license (Life & Health) or ability to obtain quickly is a plus. - Experience working with self-funded or partially self-funded plans.