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)