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The Client Account Representative will manage client accounts, address issues, assist with open enrollments, and maintain data integrity through effective communication and customer service.

The Financial Consultant oversees servicing financial consulting needs for employee benefit clients, evaluates financial metrics, and assists in negotiations and plan recommendations.

The Senior Accountant will handle accounting tasks such as journal entries, reconciliations, support transactions, and train team members while ensuring compliance with standards.

The Personal Lines Producer is responsible for acquiring new business revenue, developing client relationships, complying with agency standards, and achieving sales goals through effective communication and service calls.

The Commercial Lines Technical Assistant will support the commercial lines department through clerical tasks, data entry, policy checking, and assist with various documentation and departmental projects.

The Employee Benefits Client Account Manager ensures client satisfaction, manages deliverables, supports sales, and executes compliance projects while developing client communications.