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The Account Manager services commercial lines clients, manages a book of business, reviews policies for accuracy, handles coverage inquiries, and ensures exceptional customer service while maintaining compliance.

Manage full-cycle recruiting: post jobs, source candidates, assess fit, coordinate interviews, manage pre-employment steps, maintain ATS pipelines, and produce recruitment reporting for leadership.

Sell P&C insurance by generating prospects, identifying client needs and coverage gaps, preparing submissions to insurers, and supporting clients through the full lifecycle. Build and lead a niche practice, maintain prospect lists, perform warm/cold outreach, collaborate with internal teams for client service, and meet new-business and retention targets.

The Controller manages accounting operations and financial reporting, oversees commission revenue, ensures compliance with GAAP, and leads financial strategy and team development.

The Assistant Account Manager supports Account Managers by processing renewals, managing client relations, preparing submissions, and conducting negotiations with underwriters in the insurance industry.