Stone Hendricks Group

Account Manager

• Provide professional, high-quality customer service by responding promptly to client calls, written requests, and inquiries
• Manage a renewal book of business with a focus on client retention, cross-selling, and account rounding
• Assist producers with completing applications, preparing new business and renewal quotes, and managing submissions
• Process policy transactions including renewals, endorsements, certificates, billing, audits, and rewrites
• Maintain accurate records in the Applied agency management system and follow established workflows and procedures
• Build and maintain relationships with carrier partners and team members
• Review policies, endorsements, and audits for accuracy before delivery to clients
• Market, quote, and bind coverage for new and renewal accounts, including smaller renewals independently
• Advise clients on coverages, answer policy questions, and identify opportunities to expand coverage or fill gaps
• Support claims by notifying carriers, following up on outstanding claims, and assisting with resolution
• Conduct client and carrier meetings when requested
• Maintain required continuing education, including construction-related courses

Commercial Lines Account Manager

Producer

• Conduct business-to-business sales to franchise automotive dealerships
• Provide dealerships with finance and insurance products
• Devote exclusive attention and time during working hours to Company business and produce Net Commissions and Fees
• Acquire new dealer distributors
• Collaborate with the leadership team to strategize the optimum program and structure for each dealer
• Develop a game plan with each new dealer to maximize F&I income
• Ensure each game plan is properly executed by delivering required training and developmental work
• Gather competitor market intelligence and share it with the EVP, Sales Operations
• Collaborate with P&C/EB producers to leverage relationships for potential opportunities

F&I Producer

• Generate leads through professional relationships, cold calling, community involvement, existing clients, and internal referrals
• Develop new relationships with individuals responsible for insurance and risk management decisions at prospective clients
• Maintain a strong and active new business pipeline
• Identify and pursue cross-selling opportunities among existing clients
• Participate in and take leadership roles in targeted civic and professional associations
• Understand the firm's value proposition and align resources and expertise with individual sales strategies
• Develop targeted coverage programs and provide proactive risk management advice to solve unique client challenges
• Maintain consistent and high-quality touchpoints with clients and prospects
• Champion proper claims advocacy
• Contribute to teammates' performance management and career development

Commercial Insurance Producer

• Generate leads through professional relationships, cold calling, community involvement, existing clients, and internal referrals
• Develop new relationships with individuals responsible for insurance and risk management decisions at prospective clients
• Maintain a consistently strong and active new business pipeline
• Identify and pursue cross-selling opportunities among existing clients
• Participate in and take leadership roles in targeted civic and professional associations
• Understand the firm’s value proposition and align resources and expertise with individual sales strategies
• Develop targeted coverage programs and provide proactive risk management advice addressing unique client challenges
• Maintain consistent, high-quality touchpoints with clients and prospects
• Champion proper claims advocacy
• Contribute to teammates’ performance management and career development

• Devote exclusive attention and time during working hours to the business of the Company and perform duties necessary to produce Net Commissions and Fees
• Acquire new dealer distributors to meet or exceed the Company business plan
• Collaborate with the leadership team to strategize the optimum program and structure for each dealer
• Develop a game plan with each new dealer to maximize F&I income
• Ensure each game plan is executed properly by delivering required training and developmental work
• Gather competitor market intelligence and share it with the EVP, Sales Operations
• Work with P&C/EB producers to leverage relationships for potential opportunities
• Organize, break down, and clearly articulate thoughts, ideas, and instructions verbally and in writing

• Conduct business-to-business sales to franchise automotive dealerships
• Provide dealerships with finance and insurance products
• Devote exclusive attention and time during working hours to Company business
• Acquire new dealer distributors to meet or exceed the Company business plan
• Collaborate with the leadership team to develop optimal programs and structures for each dealer
• Develop game plans with new dealers to maximize F&I income
• Deliver required training and developmental work to execute game plans properly
• Gather competitor market intelligence and share it with the EVP, Sales Operations
• Collaborate with P&C/EB producers to leverage relationships for potential opportunities
• Organize, break down, and clearly articulate thoughts, ideas, and instructions verbally and in writing

VP – F&I Producer

• Generate leads through professional relationships, cold calling, community involvement, existing clients, and internal referrals
• Develop new relationships with individuals responsible for insurance and risk management decisions at prospective clients
• Maintain a consistently strong and active new business pipeline
• Identify and pursue cross-selling opportunities among existing clients
• Participate in and take leadership roles in targeted civic and professional associations
• Understand the value proposition for each opportunity and align firm resources and expertise with individual sales strategies
• Develop targeted coverage programs and provide proactive risk management advice addressing unique client challenges
• Maintain consistent and high-quality touchpoints with clients and prospects
• Champion proper claims advocacy
• Contribute to teammates' performance management and career development
• Work independently and in a fast-paced, dynamic team environment
• Develop, manage, and expand current client relationships and pursue new business opportunities

• Devote exclusive attention and time during working hours to the business of the Company and perform duties necessary to produce Net Commissions and Fees
• Acquire new dealer distributors to meet or exceed the Company business plan
• Collaborate with the leadership team to strategize the optimum program and structure for each dealer
• Develop a game plan with each new dealer to maximize F&I income
• Assure each game plan is executed properly through required training and developmental work
• Gather market intelligence on competitors and share it with the EVP, Sales Operations
• Work with P&C/EB producers to leverage relationships for potential opportunities
• Direct customer interactions and perform business-to-business sales to franchise automotive dealerships
• Provide finance and insurance products to franchise automotive dealerships

Sales Engineer

• Serve as the primary technical point of contact for steel mills across the Midwest territory
• Conduct site visits to “hot end” environments
• Identify equipment wear, campaign life extension, and safety improvement opportunities
• Manage the full sales lifecycle from identifying requirements to coordinating with fabrication and engineering teams
• Maintain relationships with plant managers, maintenance departments, and engineers
• Monitor steel and power generation sectors to anticipate capital equipment replacement cycles
• Act as a trusted technical advisor for demanding equipment needs

Blast Furnace Equipment Sales Engineer

• Devote exclusive attention and time during working hours to the business of the Company and perform duties necessary to produce Net Commissions and Fees
• Conduct business-to-business sales to franchise automotive dealerships
• Provide dealerships with finance and insurance products
• Acquire new dealer distributors to meet or exceed the Company business plan
• Collaborate with the leadership team to strategize the optimum program and structure for each dealer
• Develop a game plan with each new dealer to maximize F&I income
• Deliver required training and developmental work to ensure each game plan is properly executed
• Gather competitor market intelligence and share it with the EVP, Sales Operations
• Work with P&C/EB producers to leverage relationships for potential opportunities

Attorney

• Provide estate planning, trust administration and private client legal services
• Advise high net worth clients, families and business owners
• Manage and expand a book of client relationships
• Coordinate with internal tax, investment and planning professionals
• Support integration of acquired agencies or books of business
• Ensure compliance with legal, ethical and fiduciary requirements
• Build long-term relationships rooted in planning, generational strategy and client care
• Support client transition and business development while reducing administrative burden
• Participate in confidential discussions with firm leadership regarding platform alignment and transition options

Commercial Lines Account Manager

F&I Producer

Commercial Insurance Producer

Commercial Insurance Producer

F&I Producer

VP – F&I Producer

Commercial Insurance Producer

VP – F&I Producer

Blast Furnace Equipment Sales Engineer

F&I Producer

Private Client Attorney – Portable Book