The Plexus Groupe
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The Personal Risk Advisor serves as the primary contact for clients, ensuring satisfaction through excellent customer service and communication. Responsibilities include client relations, proposal creation, claims assistance, and compliance with processes, all while promoting new business opportunities and managing client expectations.
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.