Career Pathway

After demonstrating subject matter knowledge, industry expertise, and business operational savvy, we commonly promote from within when leadership opportunities become available. As a Meritocracy, the success of those on our team is often capitalized through leading a small team, large departments and even overseeing local offices. Once in a leadership position, there are opportunities across our organization!

In growing a career in this industry, our teammates may act as an insurance subject matter expert and become a Client Account Executive. From specializing in particular industries, to becoming an expert in one of our business processes, this position adds incredible value to our Risk Management approach. This role is a Senior level position on our team, and includes a sharing of skills and knowledge through mentoring others.

As an Account Manager, this individual will be the assigned point of contact for clients. This is a relationship-oriented, customer service function that is dedicated to the retention of our customers. This role will expand in complexity of clients, risk management strategy and client facing interactions, based on the skillset of the Account Manager. As a company we work with local and national businesses.

As an Assistant Account Manager, this individual will learn the foundation of insurance. We will provide licensing, training, and mentorship! Those that succeed in this role are willing to learn, coachable, and thrive in a client-oriented environment. To be able to elevate to the next position, an insurance license will be required, as well as mastery of insurance policy processing activities. In this role, teammates contribute to the positive client experience through supporting the sales and service representatives.