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This role involves preparing financial statements, supporting external reporting, collaborating with multiple teams, and assisting with compliance and automation efforts.

The Account Executive manages client accounts, ensuring retention and service quality, while working closely with Producers and overseeing the delivery of HUB services throughout the policy cycle.

The Employee Benefits Account Executive enhances client retention and growth through sales and service efforts, coordinating with the team and managing client relationships effectively.

The Senior Account Manager will service middle market commercial insurance accounts, develop client relationships, resolve service issues, and contribute to new business development.

The Personal Lines Account Manager manages personal lines insurance, providing high-quality client service, supporting producers, retaining accounts, and developing new business opportunities.

The Benefits Analyst supports Account Executives and Advisors by managing the quoting process, analyzing benefits data, negotiating with carriers, and maintaining client relationships to drive profitability and service efficiency.

The Surplus Lines Tax Administrator manages surplus lines transactions, ensures compliance with state regulations, and handles accounts receivable reporting for two locations.

The Account Manager is responsible for servicing high net worth personal insurance accounts, developing new business, maintaining client relationships, and ensuring all service needs are met while adhering to company practices.

Account Executive responsible for managing the sales cycle, educating clients about insurance solutions, and growing a book of business through proactive outreach and client management.

The Associate Account Manager supports servicing a book of commercial business, assisting Account Managers and Producers with tasks such as maintaining coverage proposals, processing requests, and coordinating insurance policy changes.