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Manage client relationships, provide strategic benefits guidance, ensure compliance with health regulations, and lead renewal processes for benefits plans.

Lead CPA book-of-business acquisitions by sourcing, engaging, and closing deals with CPAs, bookkeepers, and accounting firms. Manage inbound/outbound acquisition leads, maintain pipeline in Salesforce/Atlas, coordinate transitions and onboarding, support contract negotiations, train sales teams on acquisition talk tracks, and attend regional sales meetings. Ensure smooth portfolio transfers and long-term partner integration while adhering to tax-season protocols and driving acquisition reporting.

Lead day-to-day service for a book of large commercial P&C accounts, manage renewals and new business marketing, negotiate with carriers, ensure policy accuracy, maintain documentation in Applied EPIC, provide expert client support, mentor junior staff, and support process improvements.

Prospect and close payroll and HR services sales to small and mid-sized businesses through in-person and phone presentations. Use Atlas CRM for lead generation, presentations, client analysis, and contract processing. Build referral networks, hit production targets, upsell existing clients, attend team meetings, and spend at least half your time in the field. Training provided with manager support; compensation is commission-based with residuals.

The Placement Specialist will manage new business and renewal processes for insurance accounts, oversee timelines, analyze exposure, negotiate terms, and prepare client proposals in collaboration with teams and carriers.

The Associate Client Advisor will drive business growth, develop client relationships, and leverage technology for sales effectiveness across multiple lines of business.

The Client Advisor delivers insurance and advisory strategies to clients, focusing on reducing dependency and boosting performance through consultative selling and client presentations.

The Account Manager assists clients with coverage changes, provides technical support, manages client needs, prepares insurance summaries, and maintains electronic files while ensuring accurate invoicing and processing requests.

The Benefits Account Manager manages client relationships, oversees enrollment procedures, ensures compliance, handles inquiries, and assists with benefits open enrollment and marketing activities.

The Client Advisor will focus on revenue growth and client acquisition by building relationships and utilizing data-driven insights and technology to deliver tailored solutions and achieve sales objectives.