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The Account Executive will manage client accounts, ensuring retention and providing brokerage services. Responsibilities include client consultations, relationship building, and overseeing HUB service delivery.

Provide technical assistance and workflow support to commercial service teams, process insurance documentation, and maintain accounts with excellent customer service.

The Regional Business Development Manager is responsible for managing territory to build brand awareness, execute business strategies, and support financial goals, primarily focusing on supermarkets and cannabis sectors.

Support Account Managers with client service, marketing, and renewal of commercial insurance accounts, ensuring high service standards.

The Producer will generate new retirement plan sales, maintain client relationships, develop sales strategies, and coordinate with staff alongside tracking sales goals and cross-selling opportunities.

The Compliance Manager oversees ERISA compliance for retirement plans, ensures regulatory adherence, manages audits, and collaborates across departments to implement compliance policies.

The Finance Manager oversees financial reporting and analysis, manages forecasts, budgets, and financial metrics, while supervising Financial Analysts and ensuring compliance with corporate finance requirements.

Responsible for servicing commercial accounts, developing new business, maintaining client relationships, and ensuring compliance with company policies.

Provide technical assistance and workflow support to the Commercial Service, Marketing, and Production team. Responsible for data entry, processing insurance documentation, and maintaining client accounts.

The Office Administrator supports service teams by managing reception, office operations, scheduling, and administrative tasks, ensuring a professional environment and efficient workflows.