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The Sr. Client Manager coordinates carrier relationships and leads service teams on large accounts, develops placement and renewal strategies, and performs marketing activities. Responsibilities include analyzing risk exposures, client service, mentoring new colleagues, and completing special projects, all while ensuring a strong understanding of insurance market conditions.

The Client Home Specialist is responsible for selling new home insurance accounts, building relationships with clients and partners, and providing exceptional service. This role involves both inbound and outbound sales calls and requires developing detailed proposals for clients while adhering to firm policies.

The Client Manager will support the Commercial Lines team by maintaining client files, performing accounting functions, monitoring claims, and managing day-to-day client account activities. Responsibilities include composing business correspondence, attending client meetings, and advising clients on insurance coverage and exposures. The role also involves seeking referrals for new business and improving internal processes.

The Senior Advisor serves as a dual role, advising clients and leading a small team of Advisors. Responsibilities include sourcing and retaining client relationships, coaching Advisors, overseeing training, and ensuring team performance through accountability and effective CRM utilization.

Lead Data Analyst responsible for designing and delivering actionable insights and data-driven solutions to support strategic decision-making within the organization. Collaborates with stakeholders and leads the development of business intelligence solutions using Power BI, Power Automate, and Power Apps. Provides technical leadership and mentorship to the team.

The Sr. Client Manager coordinates carrier relationships and leads service teams for large accounts. Responsibilities include marketing for large accounts, developing placement strategies, and mentoring new colleagues, all while maintaining and improving firm processes.

The Senior Product Manager will oversee the development and management of homeowners insurance products, ensuring profitability and compliance with regulations, collaborating with various teams to enhance products, and analyzing market performance to achieve growth targets.