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The Case Manager assists advisors through the underwriting and application process for life insurance, ensuring efficient case handling and strong communication with involved parties.

The Operations Specialist handles customer inquiries, supports licensing processes, aids in administrative tasks, and maintains organization within the office to enhance client interactions.

The role involves advising ultra-high net-worth clients on estate, tax, and wealth transfer planning, collaborating with advisors, and drafting thought leadership on relevant issues.

The Client Services Coordinator prepares portfolio reviews, manages client invoicing, maintains relationships, analyzes portfolio strategies, and supports team workflows.

The Management Accountant will support financial operations, assist with accounting for an acquisition, manage reporting, analyze performance, and contribute to budgeting and audit processes.

The office leader manages the P&C practice in a market, focusing on client retention, growth, team development, and local relationships with carriers.

The Account Manager serves as a liaison between clients and Hamilton Insurance Agency, focusing on client retention, support, presentations, and case management. They assist with product questions, organize presentations, handle renewals, and manage client records, ensuring satisfaction and compliance with industry regulations.

As an AVP, Advisor, you will lead investment strategy projects, manage client accounts, and develop personalized financial plans while nurturing client relationships.

The Account Manager II serves clients by resolving benefits issues, assisting in renewals, maintaining Salesforce documentation, and supporting Account Executives with administrative tasks.

The Account Manager will manage client relationships, provide insurance services, assist with contract and coverage analysis, and support cross-selling efforts.