Cambridge Insurance Agency

This role is primarily a sales position. The Producer / Operations Manager is responsible for closing new business and driving premium growth for Cambridge Insurance Agency, with a secondary hybrid role overseeing back-office operations and workflow quality.

A full-time virtual assistant (VA) supports this role, handling data entry, quoting prep, documentation, and routine follow-up so the producer can prioritize selling time.

This position supports agency growth by:

• Closing new business and hitting individual production targets
• Directing the VA on daily quoting, data entry, and follow-up tasks
• Maintaining workflow quality and process consistency across the book
• Supporting renewal retention and cross-sell opportunities
• Ensuring accurate, timely client and carrier communication

Sales / Producer (primary - commission opportunities)

1. New business prospecting, quoting, and closing
2. Client consultations and needs analysis
3. Carrier placement strategy and proposal structuring
4. Cross-selling and account rounding on existing clients
5. Referral partner and network development (DMBA, lenders, etc.)

Operations (secondary, VA-supported)

1. Directing VA workload: quoting prep, data entry, documentation
2. Renewal management and retention oversight
3. Workflow and process quality control
4. Client escalation handling
5. Reporting and pipeline tracking
6. System management (EZLynx and related platforms)

Daily/Weekly/Monthly Responsibilities

1. Work new leads and referrals (calls, quotes, follow-up)
2. Direct VA to enter leads and prep quotes in EZLynx
3. Review coverages, pricing, and proposal structure
4. Present proposal and close
5. Confirm bind, payment, and documentation with VA
6. Review priority items (renewals, escalations, VA queue)
7. Assign or reassign VA tasks as needed
8. Monitor accuracy of VA and team output
9. Monitor upcoming renewals and flag at-risk accounts
10. Determine if remarketing is needed
11. Ensure client communication is completed
12. Pipeline review: close ratios, stalled deals, next actions
13. Carrier and market appetite review
14. Financial and KPI review: revenue, retention, production
15. Workflow and process refinement with VA
16. Drives revenue directly through new business closing
17. Improves close ratios through proposal and placement strategy
18. Maintains retention through proactive renewal management
19. Grows account value through cross-selling
20. Builds referral partner pipeline for consistent lead flow

• Active Texas P&C license preferred
• Experience quoting in EZLynx preferred but not required
• Prior producer or closing experience strongly preferred