The Plexus Groupe
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The Personal Risk Advisor acts as the main point of contact for clients, ensuring client satisfaction through effective communication, conflict resolution, and compliance with deliverables. Responsibilities include analyzing quotes, assisting clients with claims, creating proposals, and helping establish strategies to expand client relationships while maintaining service standards.
The Accounting Manager will oversee accounting management tasks, support financial statement preparation, enforce compliance with accounting standards, and lead system improvements. They will also provide leadership to a team and assist in budgeting and financial reporting.
The Graphic Designer will create visually appealing marketing materials and maintain brand consistency across platforms. Responsibilities include designing graphics for print and digital, managing print production, collaborating with the marketing team, and staying updated on design trends.
The Personal Risk Advisor (PRA) serves as the primary contact for high net worth clients, responsible for ensuring client satisfaction. Key responsibilities include providing technical support, managing client communications, assisting with claims, and developing strategies for relationship expansion. The PRA must maintain compliance and deliver services efficiently while also engaging in continuous insurance education.