Teams at The Liberty Company Insurance Brokers, LLC

Manage a large-group employee benefits book of business, including client relationships, renewals, marketing, carrier negotiations, compliance, presentations, strategic planning, and implementation. Advise clients on group benefits and ERISA obligations, resolve technical issues, identify growth opportunities, and coordinate with producers, carriers, vendors, and account managers. The role requires maintaining industry expertise, ensuring accurate service delivery, and traveling for client and prospect meetings up to 40% during Q4.

Manages middle-market commercial insurance accounts, including new and renewal submissions, carrier marketing, proposals, quotes, negotiations, policy reviews, client servicing, billing, receivables, audits, cancellations, compliance, and documentation. Evaluates client risks and recommends appropriate coverage and markets while maintaining carrier and client relationships. The role requires extensive California commercial insurance expertise, an active property and casualty license, and proficiency with agency management systems.

Leads recruiting, onboarding, training, coaching, and performance management for an independent health insurance agent network. Recruits and appoints agents, conducts training and coaching, tracks production in Zoho CRM, resolves sales and compliance issues, manages performance targets, and personally sells Medicare and ACA policies during peak enrollment periods. The role is fully remote, player-coach oriented, and offers a path to Sales Director.