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The Client Manager is responsible for managing day-to-day activities of client accounts, including policy reviews, contract negotiations, and preparing renewal documents. They develop and maintain relationships with clients and insurance markets, coordinate service delivery for assigned accounts, and stay informed on regulatory changes, while contributing to internal improvements and mentoring colleagues as needed.

The Relationship Manager oversees client interactions, providing expert service and proactive risk management. Key responsibilities include evaluating client needs, advising on risk exposures, presenting renewal proposals, cultivating insurance partnerships, and ensuring accuracy in client communication. The role requires strong organizational skills and a commitment to continuous improvement.

The Sr. Client Manager coordinates carrier relationships and leads service teams on large accounts, develops placement and renewal strategies, and performs marketing activities. Responsibilities include analyzing risk exposures, client service, mentoring new colleagues, and completing special projects, all while ensuring a strong understanding of insurance market conditions.

The Client Home Specialist is responsible for selling new home insurance accounts, building relationships with clients and partners, and providing exceptional service. This role involves both inbound and outbound sales calls and requires developing detailed proposals for clients while adhering to firm policies.

The Client Manager will support the Commercial Lines team by maintaining client files, performing accounting functions, monitoring claims, and managing day-to-day client account activities. Responsibilities include composing business correspondence, attending client meetings, and advising clients on insurance coverage and exposures. The role also involves seeking referrals for new business and improving internal processes.

The Senior Advisor serves as a dual role, advising clients and leading a small team of Advisors. Responsibilities include sourcing and retaining client relationships, coaching Advisors, overseeing training, and ensuring team performance through accountability and effective CRM utilization.

Lead Data Analyst responsible for designing and delivering actionable insights and data-driven solutions to support strategic decision-making within the organization. Collaborates with stakeholders and leads the development of business intelligence solutions using Power BI, Power Automate, and Power Apps. Provides technical leadership and mentorship to the team.