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The Commercial Insurance Specialist is responsible for client growth and expanding the commercial portfolio through prospecting, client interactions, and servicing. Key tasks include risk assessments, policy updates, and developing marketing plans to enhance sales and profitability.

The Associate Insurance Advisor III manages inbound sales and service for life and wealth products, advising clients, prospecting for new business, and ensuring customer satisfaction while achieving sales goals.

Provide sales and service for personal and specialty insurance lines (auto, home, farm, commercial). Advise clients, prospect for new business, perform risk assessments and inspections, meet sales and service targets, resolve client issues, and support agency growth and peer development.

The Associate Insurance Advisor II assists in sales and service for personal and specialty insurance products, focusing on client relationships and achieving sales goals. Responsibilities include advising clients, risk assessments, resolving complaints, and supporting agency growth.

The Associate Insurance Advisor supports agency operations through sales and service, advising clients on coverage and achieving sales goals. Responsibilities include risk assessment, client reviews, and addressing customer concerns.

Provide legal advice and regulatory support for life, accident & sickness, group benefits and creditor insurance lines. Advise on privacy, draft/ negotiate contracts and insurance policies, support compliance and strategic projects, engage with industry groups, improve processes, and maintain relationships with legal and business stakeholders.

The Associate Insurance Advisor III role involves inbound sales and service of insurance products, advising clients on coverages, and achieving individual sales goals, while performing risk assessments and maintaining client relationships.

Provide subject-matter expertise on life and wealth products to Advisors, support product integration into business plans, deliver training, analyze advisor performance, coordinate cross-functional messaging, and identify process improvements to drive advisor success.

Provide privacy guidance and oversight across the organization, conduct Privacy Impact Assessments, support privacy incident investigations and client requests, develop communications and controls, and collaborate with Legal, IT, Security, Product, and Risk to ensure regulatory compliance and mitigate privacy risk.

Design, deliver and maintain data and reporting solutions to support retail sales operations. Execute BAU tasks, document processes, test and reconcile metrics, respond to support requests, and gather stakeholder requirements to drive operational efficiency.