The Payroll Specialist II is responsible for overseeing, preparing, and producing accurate and timely payrolls for multiple clients across various locations. This role involves validating payroll reports, managing employee data changes, and providing high-quality service support to clients and their employees.
The Personal Lines Inside Sales Producer is responsible for driving and closing sales opportunities through inbound calls while maintaining strong customer relationships. They must manage a high volume of accounts, follow communication scripts, and meet key performance metrics and quality assurance requirements.
The Sales Coordinator supports sales initiatives and producers by managing CRM data, vetting leads, and developing quality-driven lead strategies. They also create sales enablement collateral and coordinate logistics for producer-driven events and carrier meetings.
The Operations Analyst will manage manual data and revenue operations tasks, including carrier reconciliation, account lookups, and production report support. They will also assist in maintaining data governance, forecasting revenue, and preparing month-end summaries for leadership review.
The Sales Broker is responsible for identifying customer needs, managing client inquiries, and meeting sales objectives for auto and property insurance products. They must accurately input underwriting information, generate premium estimates, and effectively sell or cross-sell insurance policies.
The Senior Claims Specialist will independently investigate, evaluate, and manage a diverse portfolio of cargo and transportation-related insurance claims. This role involves analyzing coverage, coordinating with stakeholders, and ensuring timely resolution of claims from initial notification to final settlement.
The Producer is responsible for prospecting new business, managing client relationships, and selling various insurance products to meet growth targets. They will act as a primary point of contact to ensure client satisfaction and provide tailored risk management solutions.
The representative will handle inbound and outbound calls to assist customers and insurance agents with loan-related insurance documentation. They are responsible for validating data, updating loan records, and ensuring timely resolution of inquiries while maintaining strict confidentiality.
The Personal Lines Inside Sales Producer is responsible for driving and closing sales opportunities by handling inbound calls and managing a large volume of accounts. They must maintain accurate records in the database, meet performance metrics, and provide professional service to individual clients.
The Commercial Insurance Sales Producer will manage warm, inbound leads to sell commercial coverage solutions to small and mid-sized business owners. They are responsible for developing a personal sales pipeline, documenting client interactions in the CRM, and identifying cross-sell opportunities.
The Financial Coach conducts one-on-one sessions to help participants build healthy financial habits and create actionable plans for their goals. They also facilitate financial wellness webinars and workshops while documenting interactions in the CRM.
