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The Client Advisor will lead client engagements focusing on insurance and benefits strategies, utilizing sales techniques to meet client needs and achieve high sales performance.

The Account Executive manages and grows client portfolios, delivering custom insurance solutions, ensuring compliance, and providing exceptional service to enhance client relationships and exceed sales goals.

Responsible for prospecting and selling payroll solutions to small and mid-sized businesses, managing client relationships, and training Senior Product Advisors. The role includes conducting sales presentations and achieving production requirements.

The Associate Account Manager serves as a primary contact for clients, performing account services, claims support, and policy review under supervision.

Provide customer service for claims, manage and report claims to carriers, advocate for clients, prepare reports, and comply with agency standards.

The Associate Business Analyst will support operations and tech initiatives by analyzing data, documenting requirements, and assisting in process improvement projects.

Drive revenue growth and business development, deepen client relationships, and leverage technology and data insights to optimize sales performance and client solutions.

The role involves managing commercial accounts, servicing client needs, processing policies and endorsements, and maintaining organized client records. Building client relationships is crucial for retention.

The Senior Account Manager will manage commercial insurance accounts, recommend coverage options, prepare contracts, maintain client relations, and ensure accurate policy management.

The Office Coordinator will manage daily administrative tasks including phone management, supply procurement, equipment maintenance, mail handling, event planning, guest relations, and new hire onboarding.