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Drive new business and client relationships, utilizing data-driven insights and technology. Collaborate to deliver tailored solutions and maximize revenue growth.

Manage client surety bond needs by preparing bid and final bonds, maintaining financial and bond files, liaising with surety companies and clients, processing billing and close-outs, and providing administrative support.

Serve as primary client contact managing team operations, renewals, and service delivery. Coach Account Associates, coordinate with Producers, ensure accurate insurance processing, review quotes, complete renewal bind processes, and maintain documentation to minimize E&O exposure while improving retention and client satisfaction.

The Client Advisor is responsible for driving new business, deepening client relationships, and utilizing technology and data insights to enhance sales performance while achieving revenue goals.

The Senior Auditor will develop risk-based audit programs, assess internal controls, conduct audits, and ensure compliance with internal KPIs while managing multiple projects in a team environment.

Serve as a proactive HR Business Partner advising leaders on talent strategy, workforce planning, hiring, onboarding, employee relations, performance management, succession planning, retention, and change management to support business goals and culture integration.

Lead FP&A for Real Estate Services and Cyber business units: forecasting, driver-based modeling, variance analysis, executive reporting, KPI integration, strategic finance support, M&A analysis, and team development to drive decision-ready insights and scalable finance processes.

Build and maintain relationships with insurance agents across Central to Northern Florida to generate new business submissions, onboard and prospect agencies, conduct 15 face-to-face visits weekly, coordinate with directors and underwriters, sign agents up for webinars, and attend industry conventions. Travel up to 60% and support on-site collaboration.

Lead and manage a West-region commercial and personal lines sales team to drive new business, build and maintain broker/agent relationships, meet revenue goals, coach reps through ride-alongs and performance reviews, analyze sales and retention metrics, implement territory action plans, and travel up to 40% to support sales activities.

Own procurement strategy for assigned categories: develop plans, negotiate contracts, manage suppliers, monitor KPIs, mitigate risk, drive cost savings and cross-functional collaboration.