• Drive new and existing revenue using a blend of warm platform leads and personal network development • Convert existing Wrapbook users and adjacent verticals into long term insurance clients • Lead client conversations with both technical fluency and commercial clarity • Partner with Business Development and Payroll Sales to coordinate outreach and opportunity routing • Own the architecture, strategy, and negotiation of complex production insurance submissions • Participate directly in the Placement discipline to shape carrier engagement and market strategy • Lead high complexity underwriting conversations with senior carrier partners • Maintain accuracy, clarity, and E and O discipline across all submission and binding workflows • Contribute to continuous updates on carrier appetite and market intelligence • Work with Payroll Sales and Payroll Customer Success to identify insurance opportunities and deepen revenue tie ins • Partner with Customer Success on mid market or technically complex renewals that require senior expertise • Coordinate with Insurance Operations on workflow integrity, documentation, and system consistency • Collaborate with Platform, Product, and Data teams to inform technology requirements, automation, and insurance roadmap needs • Support the Placement function in developing playbooks, appetite guides, and carrier strategies • Provide mentorship to brokers, CSRs, and cross functional partners • Model high standards of technical accuracy and operational maturity • Offer calm leadership in ambiguous or high stakes underwriting and client situations • Contribute to a culture grounded in learning, quality, and scalable execution