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The role involves account management, direct sales, customer service support, client relationship building, market strategy development, and problem resolution. It requires travel for client visits and maintaining a high level of confidentiality.

The Office Leader drives revenue growth, leads sales initiatives, manages a personal book of business, and fosters a high-performance culture while engaging with the local community.

The EDI/Data Senior Specialist oversees EDI configurations, data audits, and software implementations while providing customer support and training.

The Administrative Associate performs clerical duties such as answering phones, data entry, maintaining files, processing insurance policies, and assisting staff as needed.

The Technical Assistant will provide clerical and administrative support, process data, maintain records, assist customers, and operate necessary software.

The Account Manager is responsible for managing relationships with larger commercial accounts, ensuring client satisfaction, processing renewals, analyzing policies, and coordinating marketing efforts with producers.

The Experienced Employee Benefits Producer will sell new and renewal insurance business, develop strategies, manage client relationships, and mentor new team members.

The Finance and Operations Specialist will analyze financial records, prepare reports, assist with payroll and HR functions, and help manage office operations.

Lead development and maturation of the enterprise Insider Risk Management Program. Oversee detection, investigations, monitoring tools, cross-functional coordination, reporting, and governance to identify and respond to malicious, accidental, or process-driven insider threats.

The Senior Accountant manages general ledger accounting, financial reporting, forecasting, budgeting, and audits, and collaborates with office leaders on financial data analysis and strategic decision-making.