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The Commercial Risk Advisor sells and renews insurance accounts while building client relationships, ensuring accuracy in sales documentation, and meeting business goals.

Manage client accounts by reviewing policies, preparing renewal documents, and maintaining relationships with clients and insurance providers.

The Advisor sells and renews accounts, builds relationships with clients and partners, and presents proposals while ensuring accuracy and compliance in sales processes.

The Client Relations Specialist provides prompt and efficient service to clients, answering queries, processing endorsements, and managing accounts in a fast-paced environment.

The Associate Advisor role involves gaining insurance knowledge, generating new business, and retaining clients through training and mentorship while participating in sales meetings and presentations.

The Accounting Analyst provides accounting support, processes payments, assists with vendor payable research, and reconciles discrepancies while demonstrating effective communication and organizational skills.

The Front Desk Coordinator provides high-quality service to clients, manages appointment schedules, supports service teams, and performs closing duties in the office.

The Client Home Specialist sells home insurance products, builds relationships with clients, and meets monthly sales goals. The role involves phone sales with provided leads, and training for a P&C license is included.

The Advisor generates and maintains client relationships by identifying market opportunities, presenting proposals, and meeting new business goals while adhering to company policies.

The Associate Client Manager, Commercial Risk supports clients with insurance needs, manages policy activities, and builds relationships with partners while delivering high-quality service.