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Assist in managing compliance for surplus lines insurance operations, ensuring regulatory adherence and timely filings while collaborating with various teams. Manage resources, oversee tasks, and support operational projects.

The HR Consultant assists clients with HR-related inquiries, manages employee lifecycle processes, and supports HR compliance projects while ensuring effective communication and relationship building.

The Relationship Manager provides exceptional client service, evaluates client risk exposures, creates renewal proposals, and fosters relationships with insurance partners while ensuring compliance with state regulations.

The Insurance Advisor engages with clients to assess their insurance needs, provides coverage options, finalizes sales, and collaborates with the service team in a sales center environment.

The Director of Client Experience leads the client service strategy for the firm, ensuring high retention and effective workflows while mentoring the service team.

Support advisors and client service teams by preparing insurance documents, analyzing client data, recording information into insurer and firm systems, running reports, processing endorsements/audits, and assisting with presentations and special projects to deliver tailored risk-management solutions.

Support partner financial advisors with sales enablement and client services, manage pipelines, generate leads, and create presentations for wealth management.

The Client Experience Leader oversees a team delivering top client service, enhancing client experience, managing workflows, and ensuring high retention while fostering team development and collaboration.

Lead compliance operations for a new insurance exchange, ensuring adherence to regulations, developing policies, and supporting strategic initiatives in compliance risk management.

The Client Executive manages complex commercial accounts, develops client relationships, assesses insurance coverage, and coordinates client teams to exceed service standards.