Cambridge - Producer/Operations Manager

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Cambridge - Producer/Operations Manager Full Time Sales Plano, TX, US 30 days ago Requisition ID: 1005 Salary Range: $50,000.00 To $60,000.00 Annually 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 Key Responsibilities Sales / Producer (primary - commission opportunities) 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.) Operations (secondary, VA-supported) Renewal management and retention oversight Workflow and process quality control Client escalation handling Reporting and pipeline tracking System management (EZLynx and related platforms) Daily/Weekly/Monthly Responsibilities 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 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 Preferred Qualifications Active Texas P&C license preferred Experience quoting in EZLynx preferred but not required Prior producer or closing experience strongly preferred #J-18808-Ljbffr Cambridge Insurance Agency