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Supports surplus lines regulatory and multi-state tax compliance by initiating submissions, verifying documents, maintaining confidential records, executing tax reports, and providing accurate administrative assistance. The role requires customer service, problem-solving, communication, Excel proficiency, independent work, multitasking, and overtime availability during peak periods.

Manages a high-net-worth personal lines insurance book of business, conducts annual account reviews, evaluates coverage and carrier fit, recommends risk management solutions, negotiates with carriers, monitors policy and claims handling, addresses client questions, and maintains accurate coverage records. Requires strong client relationship, communication, organization, insurance industry knowledge, and policy administration skills.

The Client Advisor drives business growth by developing client relationships, utilizing data-driven insights and technology for sales, and optimizing revenue strategies.

The Commercial Lines Client Advisor will deliver insurance strategies to medium to large companies through face-to-face meetings, focusing on reducing insurance dependency. Responsibilities include lead generation, client presentations, and maintaining sales tracking.

The Payroll Division Manager leads the sales team to achieve targets, manages client relations, and oversees recruitment and training while maintaining compliance with policies.

The Personal Lines High Net Worth Client Advisor provides high-level service to affluent clients, focusing on insurance needs and relationship building, with emphasis on sales and performance.

The Associate Payroll Specialist will manage payroll clients, enter payroll data, assist with reports, and provide customer service support.

The Payroll Territory Manager is responsible for prospecting and closing sales in payroll services, training field sales teams, and maintaining client relationships using the Atlas CRM system.

The Payroll Client Advisor is responsible for prospecting, making sales presentations, and closing deals with small to mid-sized businesses using a CRM.

Lead the Group's indirect tax strategy and VAT governance across the UK and internationally. Provide technical VAT advisory on cross-border transactions, oversee compliance and UK VAT reporting, manage tax audits, drive tax transformation (ERP/Workday and tax engine implementations), support M&A integrations, and advise senior stakeholders while building tax controls, training, and relationships with external advisors and tax authorities.