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The role involves managing client onboarding, providing administrative support to advisors, executing marketing campaigns, and ensuring a top-notch client experience. Responsibilities include CRM management, reporting, event coordination, and communication across teams.

The Commercial Lines Account Manager leads client service for middle and large accounts, collaborates on strategy designs, performs gap analysis, and oversees policy details and audits.

The role involves managing client accounts, ensuring comprehensive coverage, collaborating on strategy, and overseeing policy details with a strong focus on customer service and communication.

The HR Systems and Support Administrator is responsible for managing HRIS operations, data integrity, system support, and supporting payroll, benefits, and performance processes using UKG platforms.

Manage client service for middle and large accounts, collaborate on strategy, conduct gap analysis, and ensure efficient insurance placements and renewals.

The Commercial Lines Account Manager leads client service for middle and large accounts, collaborates on strategy design, conducts gap analysis, and oversees policy and audit processes. They manage account details in EPIC and maintain client relationships while achieving project objectives.

The Client Services Associate will support financial advisors with client meetings, account operations, and maintain client relationships while ensuring compliance and accuracy in documentation.

The Sales Executive is responsible for identifying and closing new commercial accounts, utilizing various insurance solutions and resources, and tracking sales activities using HubSpot.

This role involves managing a high-volume Commercial Lines book of business, maintaining account details in EPIC, and providing customer support for client satisfaction.

Sales Executive responsible for identifying, prospecting, and closing new commercial clients while managing existing accounts and providing risk management solutions.