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The Sales Executive will identify and cultivate new business opportunities in personal and commercial insurance, focusing on High Net Worth clients and families, and leveraging corporate resources to provide comprehensive risk management solutions.

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 Account Manager provides client support, manages appointments, analyzes data, and ensures compliance, while assisting advisors with various tasks.

The Associate Account Manager assists in managing accounts, service activities, and policy information, ensuring client satisfaction and account retention.

The Compliance Specialist will manage compliance reporting, provide guidance on regulatory matters, and support the compliance program by resolving account setup issues and assisting with various compliance projects.

The Sales Executive is responsible for identifying and cultivating new commercial clients, utilizing extensive corporate marketing support, and leveraging insurance solutions for client risk management.

The Tax Accountant will manage tax compliance for corporate and partnership structures, assist with tax returns, perform technical research, and resolve issues with tax authorities. They will also support the K-1 reporting process and manage deadlines.

The Tax Accountant prepares and reviews tax returns, manages filings, conducts research, and assists in tax compliance for various entities.

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.

Manage a high volume book of Personal Lines Insurance, ensuring timely completion of tasks, maintaining client relationships, handling renewals, claims, and policy management.