Assist with treasury and investment correspondence, prepare bank transfers, assist in CMS reporting, handle audits, and perform various administrative functions.

The Tradesman is responsible for building maintenance, including repairs, painting, and ensuring safety in the property management unit. Duties involve documenting maintenance activities and liaising with external consultants.

The Sales Representative is responsible for promoting products, providing customer service, maintaining client relationships, and assisting clients in completing applications and medical arrangements.

The Operations Assistant provides administrative support to the underwriting team, including document preparation, data management, mailing, filing, and assisting with office supplies and client inquiries.

The Client Development Operations Assistant supports the Client Development Unit by conducting client follow-ups, gathering information for quotes, managing office supplies, and coordinating team activities while ensuring confidentiality and professionalism.

The Client Development Representative will manage direct business leads, assist Financial Advisors, achieve sales targets, and service existing clients to drive growth in multiple lines of business.