The Accounts Receivable Analyst manages accounts receivable estimates and collection efforts, ensuring timely and accurate billing and revenue tracking.

Manage and retain high-net-worth clients, providing tailored Property & Casualty insurance. Responsibilities include business development, client relationship management, and policy placement.

The Market Analyst supports client account management with renewals, open enrollment, data analysis, and enhancing client service through effective communication and tool usage.

The financial consultant provides technical support by monitoring the financial performance of employee benefits plans and advising clients on cost-effectiveness and proposals.

The Account Manager manages a book of business by collaborating with the internal team, building client relationships, and handling insurance-related inquiries and tasks.

The Director of Financial Planning provides expertise and support to advisors, leads education initiatives, and enhances financial planning processes and systems for growth and client service.

The Client Executive develops new business, manages client relationships, closes sales to meet revenue goals, and collaborates with marketing and service teams.

The VP of Payroll Tax oversees payroll tax compliance and operations, ensures timely filings, leads a team, and optimizes processes for tax service.

The Business Development Executive develops new business opportunities and closes sales while collaborating with Business Development Associates and marketing teams, achieving sales goals through effective communication and consultative selling skills.

The Senior Client Relationship Manager supports Wealth Management clients through service needs, prepares client paperwork, maintains documentation in CRM, and ensures compliance with regulatory requirements.

Manage a book of commercial insurance accounts, build relationships with clients, negotiate policies, manage renewals, and provide claims assistance to enhance client experience.

The Financial Advisor evaluates clients' needs, offers tailored financial planning advice, and manages relationships to achieve financial goals.

The Senior Account Manager handles day-to-day management of assigned accounts, providing advisory support, coordinating with internal teams, and conducting client meetings to ensure service excellence and client satisfaction.

The Senior Account Manager oversees client accounts, manages service deliverables, and works with internal teams to meet client expectations. Key responsibilities include advisory roles, relationship building, and strategic management of benefit offerings.

This role involves overseeing IT projects, collaborating with IT teams and business stakeholders, managing resources, communicating progress, and ensuring project deliverables align with company goals.

The Data Quality Analyst ensures accuracy and reliability of data, develops validation processes, monitors metrics, and collaborates with teams to resolve discrepancies.

The IT Portfolio Coordinator supports IT governance by managing project intake, performance tracking, and vendor relations while aiding the IT Strategy & Governance team.

The Growth Marketing Manager develops and executes marketing strategies to drive customer acquisition and retention, optimizing campaigns across various channels, and leveraging data-driven insights.

The Senior Client Relationship Manager designs and maintains retirement plans, leads client relationships, develops sales strategies, and ensures regulatory compliance while achieving sales goals and managing a book of business.

The Talent Management Specialist manages talent development and performance processes, supports HR inquiries, and collaborates on organizational initiatives across the region.