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The Account Coordinator manages accounts by processing insurance documents, verifying policy accuracy, and providing administrative support to Account Managers while ensuring excellent customer service.

Manage cannabis accounts, marketing new business, advising customers, negotiating with underwriters, collaborating on presentations, and ensuring policy accuracy.

The Account Manager manages personal line insurance accounts, ensuring client service, marketing to carriers, and maintaining accurate policy records.

The Account Manager II manages insurance accounts, providing service and support to clients and partners. Responsibilities include preparing account transactions, conducting client meetings, and handling issues with insurance carriers.

The Associate Operations Analyst will assist with invoicing, coordinate with accounting teams, resolve discrepancies, and support account management efforts.

The Account Manager oversees a book of insurance business, ensuring client service, retention, and business development while making independent decisions and managing relationships.

The VP of Executive Liability will manage and grow Management Liability accounts, assist partner agents, and ensure exceptional client service. Responsibilities include overseeing applications, comparing quotes, and enhancing business retention through expert communication and service.