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The Sales Executive is responsible for acquiring and managing new commercial clients, leveraging insurance and risk management solutions through effective sales tactics and HubSpot.

Conduct safety inspections, identify workplace hazards, write safety programs, and hold safety classes for clients throughout New York State.

The Sales Executive identifies and closes new commercial clients, utilizing a broad range of risk management solutions and maintaining strong client relationships.

The Sales Executive focuses on identifying and closing new commercial clients, particularly high-net-worth individuals and private client accounts, while leveraging extensive resources and marketing support.

The Office Manager will oversee compliance timelines, manage expenses, provide executive support, enhance client experiences, and ensure smooth office operations.

The Associate Account Manager helps manage middle-market and large accounts, providing service, coordinating renewals, and maintaining policy records to ensure client satisfaction.

The Personal Lines Senior Associate Client Representative manages client accounts, processes insurance renewals and endorsements, and communicates with clients and carriers using established workflows in EPIC.

The Sales Executive identifies and cultivates new commercial clients, utilizing a broad range of insurance and financial solutions to meet their needs.

The Personal Lines Private Client Advisor identifies, cultivates, and manages high-net-worth relationships, providing tailored insurance solutions and exceptional client service.

The Personal Lines Private Client Advisor is responsible for managing relationships with high-net-worth clients and providing customized insurance solutions. Responsibilities include prospecting new business, maintaining client relationships, and offering expert guidance on complex insurance needs.