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The Account Manager manages an assigned book of business, serving as the main contact for clients' benefit-related service needs and overseeing daily client issues, renewals, and communications.

The Accounts Receivable Analyst manages accounts receivable estimates and collection efforts, ensuring timely and accurate billing and revenue tracking.

Manage and retain high-net-worth clients, providing tailored Property & Casualty insurance. Responsibilities include business development, client relationship management, and policy placement.

The Market Analyst supports client account management with renewals, open enrollment, data analysis, and enhancing client service through effective communication and tool usage.

The financial consultant provides technical support by monitoring the financial performance of employee benefits plans and advising clients on cost-effectiveness and proposals.

The Director of Financial Planning provides expertise and support to advisors, leads education initiatives, and enhances financial planning processes and systems for growth and client service.

The Client Executive develops new business, manages client relationships, closes sales to meet revenue goals, and collaborates with marketing and service teams.

The VP of Payroll Tax oversees payroll tax compliance and operations, ensures timely filings, leads a team, and optimizes processes for tax service.

The Business Development Executive develops new business opportunities and closes sales while collaborating with Business Development Associates and marketing teams, achieving sales goals through effective communication and consultative selling skills.

The Financial Advisor evaluates clients' needs, offers tailored financial planning advice, and manages relationships to achieve financial goals.