Teams at Signers National

The Client Executive is responsible for soliciting clients, meeting production goals, and selling insurance coverage. They will create new opportunities from a proprietary prospect database, consult on insurance needs, and maintain relationships with clients, ensuring satisfaction.

Support Account Managers by servicing clients, issuing certificates and ID cards, processing endorsements and billing, preparing renewal materials, maintaining exposure schedules, researching issues, setting up clients in EPIC, and ensuring accurate policy transmission and communication.

The M&A Sourcing Associate identifies acquisition targets, conducts outreach via phone/email, manages CRM activity, and supports acquisition strategy through metrics tracking.