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Responsible for servicing insured clients, managing client renewals, delegating tasks to assistant managers, and maintaining policy information in the agency system.

Manage day-to-day needs of insured clients, oversee client renewals, and assist in delegating tasks within the team while maintaining accurate records in the agency management system.

The Digital Graphic Designer will create high-level digital designs for websites, emails, advertisements, and more, ensuring adherence to brand guidelines while innovating through emerging media.

The Account Executive will service existing middle market insurance accounts, evaluate coverages, prepare specifications for marketing, and maintain client satisfaction through interaction and meetings.

The Account Assistant supports dental accounts, provides client service, processes insurance documents, and assists in premium collection and account management.

The Administrative Assistant provides comprehensive support to leaders, managing schedules, organizing meetings, tracking expenses, and ensuring smooth operations across departments.

Lead actuarial valuations for OPEB, manage complex client projects, mentor junior staff, and communicate actuarial concepts effectively.

The Account Manager will service commercial insurance accounts, develop new business, maintain client relationships, and prepare necessary documentation.

The Program Executive manages client relationships, oversees service delivery, and leads program initiatives while ensuring client satisfaction and financial performance.

The Senior Wealth Advisor will develop client leads, present investment strategies, mentor associates, and create comprehensive wealth plans for high net worth clients.