Cambridge - Producer/Operations Manager
About The Position
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, and ensuring accurate, timely client and carrier communication.
Requirements
- 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
Nice To Haves
- Active Texas P&C license preferred
- Experience quoting in EZLynx preferred but not required
- Prior producer or closing experience strongly preferred
Responsibilities
- New business prospecting, quoting, and closing
- Client consultations and needs analysis
- Carrier placement strategy and proposal structuring
- Cross-selling and account rounding on existing clients
- Referral partner and network development (DMBA, lenders, etc.)
- Directing VA workload: quoting prep, data entry, documentation
- Renewal management and retention oversight
- Workflow and process quality control
- Client escalation handling
- Reporting and pipeline tracking
- System management (EZLynx and related platforms)
- Work new leads and referrals (calls, quotes, follow-up)
- Direct VA to enter leads and prep quotes in EZLynx
- Review coverages, pricing, and proposal structure
- Present proposal and close
- Confirm bind, payment, and documentation with VA
- Review priority items (renewals, escalations, VA queue)
- Assign or reassign VA tasks as needed
- Monitor accuracy of VA and team output
- Monitor upcoming renewals and flag at-risk accounts
- Determine if remarketing is needed
- Ensure client communication is completed
- Pipeline review: close ratios, stalled deals, next actions
- Carrier and market appetite review
- Financial and KPI review: revenue, retention, production
- Workflow and process refinement with VA
- Drives revenue directly through new business closing
- Improves close ratios through proposal and placement strategy
- Maintains retention through proactive renewal management
- Grows account value through cross-selling
- Builds referral partner pipeline for consistent lead flow
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
