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

The Sales Executive focuses on identifying and closing new commercial clients, leveraging a range of insurance solutions and marketing tactics to drive business.

The Associate Client Representative manages a high-volume Commercial Lines book, provides customer service, maintains account information in EPIC, and creates communications for clients and carriers.

The Personal Lines Senior Client Manager leads client service activities, manages insurance renewals, makes coverage recommendations, and maintains client relationships with a focus on customer service and strategic impact.

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.

The Sales Executive will identify and close new commercial clients, utilizing a range of risk management solutions and engaging in sales and marketing activities with support from corporate resources.

The role involves identifying and cultivating new commercial clients, engaging in sales and marketing tactics, and utilizing HubSpot for tracking sales activities.

The Client Advisor identifies and cultivates new commercial clients, leveraging a broad range of risk management solutions and engaging in sales and marketing tactics.

The Sales Executive engages in identifying and cultivating new commercial clients, utilizing extensive marketing support and managing a range of insurance solutions.