Pros
Pros
Team Work & Volunteering outside work to NonProfits
Great system in use — better than EPIC
Competitive pay with bonuses and incentive opportunities
Quarterly bonuses tied to growth and retention
Strong team environment with long-tenured, work-focused colleagues
Remote work allowed on a designated day
Organized, detail-oriented workflows
Regular lunch meetings with underwriters
Fun team culture perks like Taco Tuesdays 🌮
Decent benefits, including optional $500K life insurance
Separate COI department
Cons
Cons
Transitioned to new client software before all bugs were fully resolved
Compensation could be higher — six-figure pay is common at other brokerages
Heavy workload due to many tedious, detail-driven tasks.
Client retention can be challenging, especially with timely bill payments (common across the industry)