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The Sales Executive is responsible for identifying and cultivating new commercial clients while utilizing a broad range of insurance solutions and leveraging marketing strategies to close business. Responsibilities include tracking sales activities in HubSpot and acting as a trusted risk management advisor.

Lead client services for middle and large accounts, collaborating on strategy and renewals, with oversight on coverage and audits.

The Receptionist manages incoming calls, distributes mail, maintains office supplies, and performs administrative duties to support the office's operations.

The Junior Financial Advisor supports senior advisors in financial planning and investment management, prepares plans and proposals, and maintains client records.

The Senior Associate Account Manager manages middle-market and large accounts, ensuring high-quality service, coordinating renewals, and maintaining accurate records.

Leads client strategy for large market accounts, manages service plans, conducts gap analysis, and guides proposals and coverage reviews.

The Senior Financial Advisor delivers financial planning and investment management services, focusing on high-net-worth clients and ensuring compliance with fiduciary standards while developing long-term client relationships.

The Inside Sales Representative manages inbound requests, generates quotes, evaluates risks, and drives new business in personal insurance.

The Commercial Lines Account Executive leads client strategy and renewal messaging for large accounts, diagnosing needs and providing insurance solutions while engaging internal and external teams for optimal client outcomes.

Lead a unit to drive profitable growth, manage financial results (budgeting, billing, collections), oversee pipeline/CRM processes, recruit and develop producers, host regular communications and town halls, coordinate renewals and placement strategies, and ensure execution of sales and retention plans for middle and large-market clients.