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Support the Transformation Office by structuring ambiguous problems, gathering and synthesizing data, building executive-ready decks and models, supporting live transformation workstreams, and producing concise, decision-ready recommendations for senior stakeholders.

Lead technical accounting, equity and income tax accounting, and consolidation processes. Research and document complex GAAP issues, draft technical memos and policies, support SEC filings and audits, maintain internal controls, and guide management on accounting implications for transactions.

Lead, coach, and develop a corporate sales team to meet monthly revenue quotas. Recruit and onboard new hires, train sales techniques, build referral networks with mortgage and real estate partners, and drive team performance through coaching and performance-based incentives.

Build a book of business by prospecting and developing referral partnerships with real estate and mortgage professionals; consult clients to assess insurance needs, analyze carrier options from a large portfolio, provide customized household risk solutions, and meet monthly new-business revenue targets. Includes training in Salesforce and sales process management.

Build a book of business by prospecting referral partners (real estate, mortgage), assess client insurance needs, analyze carrier options, deliver customized household risk solutions, and meet monthly new-business revenue targets through sales and relationship development.

Lead technical configuration, testing, validation, and monitoring of partner lead integrations. Ensure lead data quality, troubleshoot integration issues with partners and internal teams, document configurations and test cases, and recommend ongoing improvements to lead sourcing, formatting, and monitoring for successful go-lives and steady-state operations.

Sell insurance by prospecting and building referral partner relationships, assessing client needs, comparing carrier options, and providing customized household insurance solutions to build a book of business and meet monthly revenue targets.

Lead, coach, and develop a corporate sales team to meet monthly revenue quotas by training on outreach (cold calling, networking, events), optimizing multi-channel sales practices, recruiting and onboarding new reps, and building referral partnerships in mortgage and real estate sectors. Drive team performance and career development.

Build a book of business by prospecting and developing referral partner relationships (real estate and mortgage), assess client insurance needs across a large carrier portfolio, recommend custom household risk solutions, and meet individual and team revenue targets using provided sales and Salesforce training.

Generate new business and build a book of insurance clients by prospecting referral partners, assessing client needs, comparing carrier options, and closing policies. Manage renewals and use Salesforce alongside provided sales training to meet individual and team revenue targets.