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The Senior Client Manager ensures client satisfaction and strategic planning for commercial clients, overseeing risk assessment, quotes, renewals, and maintaining accurate account details in EPIC.

The Senior Client Manager serves as the primary contact for select commercial clients, ensuring satisfaction and strategic planning while providing excellent customer service and managing client accounts.

As a Sales Executive, you will prospect and nurture new business opportunities in commercial and personal insurance, advising affluent individuals and utilizing HubSpot for tracking.

Sales Executive responsible for identifying, prospecting, and closing new commercial clients while managing existing accounts. Will utilize various insurance solutions and sales tactics to achieve growth objectives.

The Senior Financial Advisor delivers comprehensive financial planning and investment management to clients, ensuring compliance and fostering long-term relationships while mentoring junior advisors.

Identify, prospect, cultivate, and close new commercial clients; use HubSpot to track sales activities; leverage World’s platform to provide commercial lines and cross-sell personal lines, employee benefits, retirement, payroll, and HR outsourcing solutions; utilize corporate marketing support to drive pipeline and revenue.

The Associate Client Representative manages a high-volume Commercial Lines book, ensuring client satisfaction through accurate account management, policy handling, and customer service support under a lead servicer's guidance.

The Senior Client Manager serves commercial clients, ensuring satisfaction through strategic planning, risk assessment, and effective communication while managing various insurance processes in EPIC.

The Senior Associate Client Representative manages insurance account details, supports client requests, ensures accurate renewals, and fosters client relationships, leveraging technology and systems effectively.

Sales Executive will identify and close new commercial clients, utilize marketing strategies, and manage sales activities using HubSpot.