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Sells finance and insurance products to franchise automotive dealerships. Responsibilities include acquiring new dealer distributors, developing and executing F&I income strategies, training dealer personnel, gathering competitive market intelligence, collaborating with leadership and producers, and meeting company business goals while maintaining required state licensing and continuing education.

Conducts business-to-business sales of finance and insurance products to franchise automotive dealerships. Responsibilities include acquiring new dealer distributors, developing strategies to maximize F&I income, delivering training, gathering competitive market intelligence, collaborating with leadership and producers, and meeting commission and fee objectives. Requires self-direction, strong communication, organization, time management, and at least two years of finance and insurance experience, preferably at an F&I agency.

Designs building electrical systems, including power, lighting, security, and low-voltage systems. Prepares plans, specifications, calculations, layouts, and construction documents; coordinates with mechanical and plumbing disciplines; reviews shop drawings; and supports construction activities. Requires hands-on MEP electrical design experience, AutoCAD proficiency, and knowledge of electrical and building codes. Revit experience and an engineering license are preferred.

Lead strategic customer implementations and internal initiatives from project initiation through support handoff. Manage project plans, schedules, scope, resources, risks, changes, stakeholder communications, quality reviews, and acceptance processes. Serve as the primary customer contact while coordinating engineering, support, product, and professional services teams. Provide functional and technical analysis related to SAP S/4HANA, SAP Business Suite, and enterprise software integrations.

Leads corporate marketing strategy, branding, product positioning, communications, content, market research, public relations, campaigns, and go-to-market initiatives. Collaborates with Product, Sales, executives, partners, analysts, and external agencies to generate qualified leads, strengthen strategic alliances, support revenue growth, and maintain consistent company messaging. Manages marketing plans, budgets, collateral, website content, media opportunities, and internal and external communications.

Manage a portfolio of high-net-worth personal lines clients, serving as the primary service contact and trusted insurance advisor. Review coverage programs, identify risks and gaps, recommend solutions, coordinate renewals and policy changes, communicate with carriers, and maintain accurate account records. The role requires strong relationship management, knowledge of complex personal insurance programs, and an active Property and Casualty license. Experience with affluent clients, specialized coverage, AMS360, or Applied Epic is preferred.

Manage and service an approximately $3M commercial insurance book, handling renewals, certificates of insurance, endorsements, policy servicing, client communication, and workflow documentation in AMS360. The role supports existing and new business activity while coordinating with clients, carriers, and internal stakeholders. Candidates need an active California insurance license, hands-on AMS360 experience, commercial account management expertise, and strong knowledge of the California commercial insurance market.

Manage a commercial insurance renewal book, provide client service, support producers with new and renewal submissions, process policy transactions, market and bind coverage, review policies and audits, maintain agency records, coordinate with carriers, advise clients, and support claims. The role focuses heavily on contractor accounts and requires expertise across admitted and non-admitted markets.

Manage commercial insurance claims from intake through resolution, serving as a key contact for clients, carriers, producers, and internal account teams. The role requires strong claims judgment, communication, advocacy, and stakeholder management. At the manager level, the hire will lead and oversee a small claims team. Significant commercial claims experience is required, with carrier-side experience valued and insurance licensing helpful but not mandatory.

Provides estate planning, trust administration, and private client legal services for high-net-worth individuals, families, and business owners. Manages and expands portable client relationships, coordinates with tax and investment professionals, supports practice and book integrations, and ensures legal, ethical, and fiduciary compliance. The role is suited to attorneys with substantial trust and estate experience and significant client assets or relationship value.