Careers at Boardwalk Insurance

What you'll do

• Enter and manage policy data accurately across our systems.
• Prepare key insurance documents like binders, certificates, and liability slips.
• Keep our digital files organized in eDocs so the office stays paperless and easy to search.
• Help process policy changes, taking on more as your technical knowledge grows.
• Enter new claims and support the claims team so clients get answers quickly.
• Handle invoicing, take premium payments, and sort out billing questions.
• Work with the sales team to welcome new clients and make sure their paperwork is collected, checked, and filed.
• Keep our records complete and compliant through careful, high-volume data entry.
• Answer phone calls and connect callers with the right department.
• Sort incoming requests and pass them to the right person.
• Look after incoming and outgoing mail and get documents to the right people the same day.

What you'll bring

• Experience working in a professional office. Insurance experience is a big plus.
• Very comfortable with technology, including databases and cloud-based document tools.
• A sharp eye for detail.
• Clear, friendly communication, both with clients and with your teammates.
• The confidence to work through problems on your own.

What you'll do

• Work a steady pipeline of 60 to 100 warm inbound leads a month from our own lead generation platform.
• Respond to new inquiries quickly so good leads don't go cold.
• Keep your pipeline tidy and sorted by stage, risk type, and expected close date.
• Run discovery calls using our scripts and risk frameworks to learn what each business needs.
• Check each opportunity against carrier appetite guides so you spend time on accounts that can be placed.
• Collect the details underwriters need, such as revenue, operations, and claims history.
• Work with carrier underwriters on terms across General Liability, Property, Professional Liability (E&O), Cyber, and Commercial Auto.
• Choose the best carrier for each client based on their risk, price, and quality of coverage.
• Use our submission tool to build one clean risk package and send it to several carriers at once.
• Keep the CRM up to date with account details, quote stages, premiums, and policy documents.
• Let our AI assistants transcribe calls, draft follow-up emails, read loss runs, and summarize quotes.
• Walk business owners through their quotes and explain the differences, exclusions, and extras.
• Answer objections, finalize the policy structure, and get the commitment to bind.
• Bind coverage, collect the first payment, complete carrier paperwork, and hand the client to our Small Business Service Team for ongoing service and renewals.

What you'll bring

• A bachelor's degree in Business, Finance, Risk Management, Economics, or a related field.
• 1 to 3 years of experience in B2B sales, account management, insurance operations, or another high-volume customer role.
• Comfort with CRMs, new software, and AI tools, and the ability to learn our own platforms quickly.
• Strong writing and speaking skills, with a confident, professional presence on the phone and on video.

What we offer

• A competitive base salary plus uncapped performance incentives.
• Warm inbound leads, so your day goes to selling instead of cold calling.
• AI tools that take care of the admin work for you.
• A focus on new business, with a separate team handling service and renewals.

What you'll do

• Build lasting relationships with retail and high-net-worth clients by staying one step ahead of their needs.
• Review coverage in depth and give clear, practical advice for complex situations.
• Handle renewals, remarketing, and policy changes accurately and on time.
• Work closely with producers, insurers, and underwriters to put the right coverage together.
• Support clients through claims and stand up for them when it counts.
• Keep clear, thorough notes on every conversation, including advice given and coverage offered or declined.
• Spot chances to round out accounts and offer additional coverage.
• Bring truly complex or sensitive issues to the VP of Private Client Practice when they need that level of attention.

What you'll bring

• An active RIBO licence (required).
• Experience managing complex accounts and giving outstanding service.
• Strong negotiation and relationship skills.
• Clear, confident writing and speaking.
• Well organized, with a sharp eye for detail.
• Comfortable with MS Office (Outlook, Word, Excel), Google Workspace, and brokerage systems like Acturis and Applied Rating Services.
• Self-motivated and eager to keep growing in your career.

What we offer

• A competitive base salary based on your experience.
• Commission on top of your base.
• A full benefits plan after 3 months.
• Hybrid work, with the details worked out together.
• A supportive team and real room to grow.

What you'll do

• Call warm referrals and existing clients, build relationships, and find new opportunities.
• Grow your book through outbound calls, cold calling, and networking.
• Offer clients the other products we carry when they would genuinely benefit.
• Match each client's needs with the insurer that fits them best.
• Keep learning through industry courses and involvement in the industry and your community.

What you'll bring

• An active RIBO licence (required).
• A driven, entrepreneurial attitude.
• Experience managing complex accounts and giving outstanding service.
• Strong negotiation and relationship skills.
• Clear, confident writing and speaking.
• Well organized, with a sharp eye for detail.
• Comfortable with MS Office (Outlook, Word, Excel), Google Workspace, and brokerage systems like Acturis and Applied Rating Services.
• Self-motivated and eager to keep growing in your career.

What we offer

• Base salary plus commission, with strong earning potential.
• A full benefits plan after 3 months.
• Hybrid work, with the details worked out together.
• A supportive team and real room to grow.