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The Executive Assistant manages the executive's calendar, prioritizes emails and correspondence, prepares reports, coordinates office operations, plans personal errands, and maintains confidential information.

The Client Executive is responsible for soliciting clients, meeting production goals, and selling insurance coverage. They will create new opportunities from a proprietary prospect database, consult on insurance needs, and maintain relationships with clients, ensuring satisfaction.

Lead and manage sales efforts, coach the sales team, implement strategic initiatives, engage with clients, and analyze sales performance metrics.

Manage a book of business by providing excellent customer service, handling renewals, and addressing deficiencies with clients. Build relationships and adhere to internal protocols.

The Personal Lines Account Manager will manage client relationships, review policies, assist in claims, and maintain records in Applied Epic while ensuring top-notch customer service.

The Regional Vice President drives financial performance, manages territory distribution, leads team development, and maintains strong relationships with brokers to achieve sales targets and profitability.

The M&A Sourcing Associate identifies acquisition targets, conducts outreach via phone/email, manages CRM activity, and supports acquisition strategy through metrics tracking.