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The Commercial Lines Account Executive will manage client accounts, develop strategies for relationship retention, and expand business through cross-selling and client service offerings.

The New Business Sales Assistant will support sales producers by handling documentation, making sales calls, quoting, and working with clients on insurance applications and policies.

Responsible for servicing personal insurance accounts, developing client relationships, preparing policy quotes, and maintaining data accuracy in the management system.

The Stop Loss Claims Manager oversees stop-loss insurance claims, ensuring compliance and timely processing, while analyzing large claims and collaborating with stakeholders.

The Office Manager supports operations and client services by managing the front desk, handling correspondence, providing clerical support, and assisting with event planning and vendor management.

Manage a book of High-Net-Worth personal lines insurance, ensuring client satisfaction, conducting coverage reviews, and driving organic growth through collaboration.

The role involves leading trading and investment operations, executing trades, implementing portfolio rebalances, and preparing investment reports for wealth management clients.

The Account Manager II oversees client relationships and manages the service process for complex property accounts in commercial lines insurance.

The Account Manager services client accounts in commercial insurance, providing support to sales staff, managing account retention, and resolving client issues with insurance carriers.

The Account Manager oversees employee benefits programs, manages client relationships, handles billing issues, and collaborates with teams to deliver effective services.