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Prepare and reconcile general ledger accounts, monthly bank reconciliations, revenue/commission analyses, and journal entries for assigned business units. Support month-end close, year-end audit schedules, resolve sub-ledger discrepancies, manage commission posting and collections, and assist with ad hoc financial reporting, process documentation, and internal control improvements.

Manage client relationships for personal lines insurance, advise on coverage and risk, bind coverage, handle renewals and claims support, prepare proposals and policy documents, conduct audits and policy reviews, and adopt new technologies to improve service and retention.

Lead recruitment and growth strategy to source, attract, and onboard top sales talent for Relation Insurance. Build pipelines, manage agencies, design sourcing campaigns (cold outreach, social, job boards), partner with sales and marketing, conduct preliminary interviews, ensure compliance, track recruiting metrics, and represent the company at events.

Manage client relationships for small commercial insurance accounts, advise on coverage and risk management, bind coverage as field underwriter, oversee renewals, prepare proposals and policy documents, assist with claims, conduct audits and policy reviews, and adopt technology including proprietary AI to improve service and retention.

Serve as primary client contact for large commercial accounts, manage renewals and remarketing, design insurance programs, bind coverage, perform risk analyses, produce policy documentation, facilitate claims, lead audits, and adopt proprietary AI and technology to improve client service and retention.

The Account Manager oversees client relationships, advising on coverage, managing renewals, preparing proposals, and addressing client needs in the insurance industry.

The Risk Advisor focuses on new insurance account production, maintains client relationships, designs custom insurance plans, and conducts business development activities to drive sales success.

The Account Manager oversees client relationships, providing strategic insurance advice, managing renewals, preparing proposals, and ensuring client needs are met. Responsibilities include policy reviews, claims assistance, and staying updated on industry trends.

The Risk Advisor generates new insurance clients, maintains existing accounts, and designs custom insurance plans while ensuring client education and satisfaction.

Drive sales of life and annuity insurance through wholesale channels by building broker/agency relationships, delivering product knowledge and training, managing underwriting and policy issuance, tracking sales performance, and providing post-sale support while ensuring regulatory compliance.