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The Sales Executive identifies and cultivates new clients, focuses on high net worth accounts, and utilizes risk management solutions. Sales experience in insurance is essential, along with maintaining relevant licenses.

The Sales Executive identifies and cultivates new commercial clients, utilizing a broad range of insurance and financial solutions to meet their needs.

The Personal Lines Private Client Advisor is responsible for managing relationships with high-net-worth clients and providing customized insurance solutions. Responsibilities include prospecting new business, maintaining client relationships, and offering expert guidance on complex insurance needs.

The Personal Lines Private Client Advisor identifies, cultivates, and manages high-net-worth relationships, providing tailored insurance solutions and exceptional client service.

The role involves identifying and cultivating new commercial clients, engaging in sales and marketing tactics, and utilizing HubSpot for tracking sales activities.

The Commercial Lines Account Manager is responsible for managing insurance accounts, ensuring client retention, processing renewals, and maintaining strong client relationships.

Manage a high-volume book of Personal Lines Insurance, ensuring accuracy in tasks, enhancing client relationships, handling renewals, and analyzing claims.

The Associate Account Manager supports the management of a Commercial Lines book, ensuring client satisfaction and timely task completion while maintaining accurate account details in EPIC.

The Sales Executive is responsible for acquiring and managing new commercial clients, leveraging insurance and risk management solutions through effective sales tactics and HubSpot.

Manage a book of Personal Lines Insurance, handle renewals, service requests, claims, and maintain client relationships effectively.