Cambridge - Producer​/Operations Manager

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Full Time Sales Plano, TX, US

30 days ago Requisition

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

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

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