Impact Performance Team

• Proactively source, headhunt, and recruit candidates for open positions across our client portfolio • Build and manage an active candidate pipeline using our Applicant Tracking System (ATS), referrals, and direct outreach • Conduct initial candidate outreach, qualification, and screening • Identify and pursue businesses that could benefit from IPT's consulting and recruiting services • Leverage our existing talent pool to open doors with prospective clients • Execute outbound business development through cold outreach, LinkedIn prospecting, warm introductions, and referral networks • Build and maintain strong relationships with both candidates and business partners • Collaborate with leadership on targeting strategy, messaging, and pipeline development • Represent Impact Performance Team professionally in all client and candidate-facing interactions

• 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

• Generate new personal lines business through referrals, networking events, community involvement, and local relationship building • Consult with individuals and families on home, auto, umbrella, and life insurance needs using an education first approach • Conduct comprehensive risk assessments and present tailored coverage recommendations with clarity and integrity • Build, manage, and grow a personal book of business through consistent follow up, renewals, and cross selling opportunities • Develop and maintain strong partnerships with realtors, lenders, and other local referral sources • Deliver an in person, relationship driven client experience that positions you as a long term trusted advisor

About Our Client Our client is an independent insurance agency based out of Huntsville, Alabama. We are committed to serving the families and businesses that we protect by providing custom-tailored insurance solutions. Our culture is focused on continual improvement and innovation to ensure the best customer experience. We prioritize our clients' interests and strive to put them in the best position possible. Role Overview This is a full-time Personal Lines Producer role with remote flexibility. As a Personal Lines Producer, you will consult with individuals and families on home, auto, umbrella, and life insurance needs while building long term client relationships. You will generate new business through referrals and community networking, manage your own book of business, and provide trusted guidance to help clients protect what matters most. Your key responsibilities may include: - Generate new personal lines business through referrals, networking events, community involvement, and local relationship building - Consult with individuals and families on home, auto, umbrella, and life insurance needs using an education first approach - Conduct comprehensive risk assessments and present tailored coverage recommendations with clarity and integrity - Build, manage, and grow a personal book of business through consistent follow up, renewals, and cross selling opportunities - Develop and maintain strong partnerships with realtors, lenders, and other local referral sources - Deliver an in person, relationship driven client experience that positions you as a long term trusted advisor

• Manage and maintain calendars, scheduling, and meeting logistics • Monitor and manage email inbox, draft, organize, and respond on behalf of leadership • Prepare meeting agendas, compile briefing materials, and distribute follow-up notes and action items • Serve as a primary point of contact for client and candidate communications, professional, timely, and on-brand • Handle internal communications and help coordinate cross-functional tasks • Manage billing, invoicing, and basic financial tracking and follow-up • Build and maintain process and workflow documentation to support operational efficiency • Assist with special projects, research, and administrative tasks as needed

About Us: Impact Performance Team (IPT) is a premier advisory and strategic consulting company. We help small business owners and agency principals build high-performing teams, increase revenue, and scale their business to reach the lifestyle they desire. We are headquartered in Charleston, SC, and looking for a detail-oriented, proactive Business Support Manager to help keep our operations running smoothly behind the scenes. Role Overview: This is a part-time (1099) executive and operational support role working directly with IPT's leadership. This position starts at 10 to 20 hours per week with the opportunity to grow over time. We are looking to fill this role immediately. You'll be the operational backbone, managing schedules, communications, and day-to-day workflows that keep the business moving. If you're someone who thrives on organization, anticipates needs before they arise, and takes pride in keeping things running seamlessly, this role is for you. Your primary responsibilities will include: - Manage and maintain calendars, scheduling, and meeting logistics - Monitor and manage email inbox, draft, organize, and respond on behalf of leadership - Prepare meeting agendas, compile briefing materials, and distribute follow-up notes and action items - Serve as a primary point of contact for client and candidate communications, professional, timely, and on-brand - Handle internal communications and help coordinate cross-functional tasks - Manage billing, invoicing, and basic financial tracking and follow-up - Build and maintain process and workflow documentation to support operational efficiency - Assist with special projects, research, and administrative tasks as needed

• 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

About Our CompanyThis is a company who is a premium handwritten note service powered by robotics and human oversight. They help businesses build real relationships at scale through authentic handwritten outreach that increases retention, referrals, and customer loyalty. Our clients value personalization, connection, and standing out in a world of automation. Role OverviewWe are looking for a motivated, self directed Sales Representative to help grow the client base. This role is 100% remote and performance based. You will be responsible for prospecting, outreach, discovery calls, and closing new business. This role is ideal for someone who wants flexibility, autonomy, and uncapped earning potential without micromanagement.

• Manage and grow a book of personal insurance clients • Consult on home, auto, umbrella, and life insurance needs • Analyze risks and recommend appropriate coverage options • Maintain strong client relationships through proactive communication • Serve as a trusted advisor, not a salesperson

About Our Client Our Insurance Group is a well established independent insurance agency serving clients across Connecticut. With a strong reputation for performance and client service excellence, the agency offers both personal and commercial insurance solutions. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built. Role Overview The Customer Service and Account Manager role is a position that supports our Commercial Lines Sales Producers. This individual will manage client relationships, service accounts, and perform licensed insurance activities while delivering proactive solutions that align with each client’s needs.