Job Listings

Essential job responsibilities include but are not limited to: - - Serves as the firm-wide resource for all RIA risk & compliance topics - Drives a culture of compliance across IMA Advisory Services, designing, implementing, and evolving systems and processes to identify and mitigate regulatory risks - Serves as named Chief Compliance Officer for regulated entities within IMA Advisors - Works closely with leadership of all RIA functions to ensure that systems and processes are designed with operational and compliance requirements in mind - Starts from a solution-focused posture, focusing on how to achieve business results within legal and regulatory requirements - Carefully balances a partnerly, service-minded relationship with operational staff and an independent, risk-minded stance on behalf of firm leadership - Travels to existing IMA offices as required to build relationships and support teams, and extends/expands compliance infrastructure to new markets - Selects and manages 3rd party partners to enhance compliance capabilities - Progresses role in conjunction with firm growth, and provides ongoing assessment of compliance resource requirements (i.e., largely an individual contributor on day one, potentially evolving into team leader over time) - Works collaboratively with IMA Advisors management to identify division-wide compliance opportunities and to support divisional growth - Training - Works with 3rd party partners and RIA staff to assess and deliver training programs in multimedia formats, and develops and maintains training courses and content - Onboards new advisors and teams to IMA compliance programs - Is primary resource for compliance questions - Analysis - Conducts periodic analysis of client accounts to identify potential compliance issues - Conducts departmental analysis of compliance program elements to identify problems and opportunities to improve efficiency and effectiveness - Researches and recommends new compliance program features/upgrades and coordinates resulting implementation - Reporting – Client, Advisor and Department level - Generates periodic and ad hoc compliance reports for RIA and IMA Advisors management, IMA finance, and general business decision support - Assists advisors with client-specific reports and requests - Drives business analytics on firm’s entire book of business to identify trends, concerns and opportunities

Essential job responsibilities include but are not limited to: - Serves as investment head for Private Wealth and Retirement; Supports Retirement Plan Advisors and clients; Collaborates with Syntrinsic research team on areas of common interest - Drives strategic direction of the Private Wealth investment platform - sourcing, implementing, and evolving investment options to enable Advisors to serve their clients - Primary resource for Private Wealth Advisors and service team members on all investment topics - Oversees Retirement investment lineup, leveraging 3rd party research to evolve approved list of investment options - Accountable for the creation and delivery of macro/capital market updates for Private Wealth and Retirement plan clients - Identifies, vets, selects, and manages 3rd party investment partners to support the Private Wealth business - Collaborates with Director of Operations to ensure seamless integration of Private Wealth investment options into RIA technology platforms - Supports a culture of compliance with strong investment processes and thorough documentation of investment-related decisions - Travels to existing IMA offices as required to build relationships and support teams, and extends/expands investment infrastructure to new markets - Progresses role in conjunction with firm growth, and provides ongoing assessment of operational resource requirements (i.e., largely an individual contributor on day one, potentially evolving into team leader over time) - Works collaboratively with IMA Advisors management to identify division-wide opportunities and to support growth - Training - Works with 3rd party partners and end-users to assess and deliver investment-related training programs in multimedia formats; develops and maintains investment-related training courses and content - Onboards new Private Wealth Advisors and teams to investment platform - Primary resource for investment-related questions and solutions - Acts as liaison between 3rd party partners and Advisors/service teams to facilitate and implement workable solutions to meet client investment objectives - Analysis - Conducts periodic analysis of Private Wealth and Retirement client accounts to identify potential misalignment of investment portfolios and objectives - Researches and recommends new investment platform options and coordinates resulting implementation - Continuously analyzes performance of funds/managers and adapts investment options, in collaboration with Private Wealth Advisors, to enable optimized performance - Reporting – Client, Advisor and Department level - Generates periodic and ad hoc reports on investment performance for clients, Advisors, RIA and IMA Advisors management, and general business decision support - Assists Private Wealth and Retirement teams with client-specific reports and requests related to investments - Drives business analytics on entire RIA book of business to identify trends, concerns and opportunities related to investments

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Provides recommendations on ways to continuously improve the IMA people experience, taking into consideration data received from new hire and exit surveys, as well as feedback across the organization - Helps design and then administers HR policies and procedures in large and/or complex markets - Responsible for building and maintaining successful relationships with leaders throughout assigned market(s), including Presidents and Executives, in order to gain understanding of business goals and opportunities for partnership - Serves as a trusted advisor to all managers and leaders throughout assigned market(s) - Researches business, market, and HR trends, continually expanding knowledge in both the business and HR - Continually monitors employment law and legal requirements for their assigned market(s) - Ensures company values are communicated and understood at all levels, provides clarity for the behaviors expected of all associates to fully engage in a mission-driven, high-performance culture - Leads risk management for all personnel issues within assigned market, working with Director of HR and Business Partnership and General Counsel as needed - Supports the Talent Acquisition team by providing insight to hiring needs and interviews candidates when requested - Helps drive engaging onboarding and transition practices throughout assigned market(s) - Prepares appropriate documentation for any promotions, salary adjustments, title changes, and transfers, ensuring data integrity and proper system/financial coding - Partners with managers on workforce planning and career development within teams - Serves as a support and resource for senior leaders regarding succession planning needs - Gives insightful guidance to managers regarding complex compensation issues, sharing data, best practices, and company philosophy as needed - Partners with managers regarding hiring needs, opens requisitions for applicable area and obtains proper approval levels throughout the organization - Mentors, leads, and/or manages HR Business Partners and/or Recruiters, providing appropriate coaching, direction, and development - Supports Corporate Benefits by keeping them informed of any medical leaves and/or accommodations needed, and answers benefit questions as needed, directing associates to Corporate Benefits for high level or complicated questions and circumstances - Supports IMA’s performance management process by engaging with associates and managers, coaches on goal creation and monitoring, providing consistent and direct feedback, and documenting performance conversations as needed - Partners with HR Talent Management to support and drive professional development and manager training and coaching - Must be present in the office in-person a minimum of 3-4 days per week in both Harrison, NY and Manhattan offices.  

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:    - Supports and demonstrates IMA Select’s core values - Values and understands the importance of diversity, equality, and inclusion among all IMA associates. - Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.  - Cultivates and maintains excellent communication and relationships with clients and insurance carriers  - Interacts professionally and timely with clients via email, phone, and in-person  - Develops remarketing strategy in accordance with client servicing standards and market changes  - Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.  - Participates in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations  - Assists with the onboarding and training of new associates  - Serves as a subject matter expert and provides technical expertise to staff  - Participates in cross-selling new lines of coverage or services on existing accounts  - Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy  - Attends education classes in combination with individual study programs to expand technical coverage knowledge 

ESSENTIAL JOB RESPONSIBILITIES:   - Supports and demonstrates IMA’s core values   - Values and understands the importance of diversity, equity, and inclusion among all IMA associates.   - Interact professionally and timely with clients via email, phone and in-person   - MARKETING/RFPs  - Reviews department BOB to include review and preparation of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met, determines trends, sets expectation and provides communications internally and externally  - Collect,manageand review proposals   - Update marketing results into spreadsheet ensuring accuracies to be used internally and in client presentation    - RENEWALS  - Request renewals for all lines of coverage  - Responsible to ensure target renewal release dates are met by carriers  - Initial review of all plans, cost and contract terms within renewal based on criteria provided by Account Executive  - Provide recommendations to Account Executive  - PARTNERSHIP & NEGOTIATION  - Take direction from Account Executive in all negotiationswith carriers    - Build relationship with carrier and vendor partners  - UNDERWRITING & ANALYSIS  - Provide analysis of benchmarking, contributions, network disruption and GeoAssess as requested from Account Executive   - Preparation of IBNR calculations for self funded clients - Perform underwriting for dental and vision plans   - REPORTING  - Manage outsourcing and ensure reporting needs are met  - Update monthly claims report for clientsproviding written and oral summary of findings  - Build custom financial/utilization reports when needed   - PRESENTATION - Prepares client presentations and presents in from of client with provided direction from Account Executive - TRAINING & MENTORSHIP - Provides mentorship  to analyst and performs technical review of work 

Account Managers and Senior Acocunt Managers at IMA are integral members of our service teams, serving as strategic points of contacts for our key clients. Our Energy division is currently seeking a passionate insurance professional to join this dynamic, growing, team. Responsibilities may include but are not limited to:   - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.) - Partners with AE on client interactions, negotiations, technical analysis, and program design - Supports AE with new client onboarding - Building ability to anticipate problems through client or underwriter communications or industry changes - Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers - Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review - Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed - Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

  - Manages existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date - Schedules, prepares for, and facilitates presentations. Presentations may include enrollment meetings, financial education meetings, and plan reviews with the committee, etc. as requested by the plan sponsor - Works with Retirement Plan Advisor to provide strategic recommendations & implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, plan fee benchmarking, compliance oversight, and investment due diligence - Demonstrates knowledge concerning ERISA laws & guidelines for the retirement plan industry - Drives client retention by delivering annual plan reviews and initiating proactive client contact - Promotes new products and services to plan sponsors - Engages in available training and educational opportunities to stay current on the industry trends as well as internal policies and procedures - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates

  Essential job responsibilities include but are not limited to: - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates. - Serves as the day-to-day contact for all client requests for an owner/developer/builder book of business, consisting of a mix of annual and project policies. With direction from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.). - Owns the marketing process for new project policies, such as complex wrap-up and builders risk insurance programs, along with new and renewal ancillary lines of coverage. - Active participation in the creation and refinement of coverages and procedures specific to project placements. - Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiations with carriers. - Owns meeting facilitation, client interactions, negotiations, technical analysis, program design with minimal oversight from AE. - Supports in winning new business & supports AE with new client onboarding - Demonstrated ability to anticipate client problems and provide solutions proactively - Receives quotes, reviews for accuracy / desired coverages, terms and pricing from submission, generates and populates the proposal and sends to Account Executive for completion/review. - Perform premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies  

  - Manages existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date - Schedules, prepares for, and facilitates presentations. Presentations may include enrollment meetings, financial education meetings, and plan reviews with the committee, etc. as requested by the plan sponsor - Works with Retirement Plan Advisor to provide strategic recommendations & implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, plan fee benchmarking, compliance oversight, and investment due diligence - Demonstrates knowledge concerning ERISA laws & guidelines for the retirement plan industry - Drives client retention by delivering annual plan reviews and initiating proactive client contact - Promotes new products and services to plan sponsors - Engages in available training and educational opportunities to stay current on the industry trends as well as internal policies and procedures - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates

IMA Retirement is actively recruiting a Retirement Plan Advisor to join our expanding team nationally. This presents a prime opportunity to become a valued member of our dynamic and collaborative team, offering unlimited growth potential. The ideal candidate will demonstrate the highest level of professionalism, self-direction, excellence in client relationships, adept problem-solving skills, and effective communication abilities.   Responsibilities include, but are not limited to: - Uses consultative sales approach to identify prospects, their needs, and offers tailored solutions - Pursues and sells our services to retirement plan prospects - Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with IMA team - Completes investment analysis of clients/prospects investment portfolio and provides guidance and recommendations - Provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection and conversions, plan design optimization, compliance oversight, and investment due diligence - Works collaboratively with entire IMA team to provide a consistent client experience - Develops and maintains effective working relationships with internal and external partners - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion

IMA Select is adding a Personal Lines Producer to our growing team. IMA Select focuses on insurance solutions for small businesses and individuals. Through personal relationships with our clients and carriers, we offer coverages and pricing not commonly found with other brokers and agents.   Essential job responsibilities include but are not limited to:  - Supports and demonstrates IMA’s core values  - Values and understands the importance of diversity, equity, and inclusion among all IMA associates  - Prospects and qualifies new accounts which meet the IMA Select criteria  - Identifies target audience and builds a pipeline of prospects and centers of influence meetingthat criteria  - Gathers and organizesappropriate informationrequired to prepare marketing submissions to insurance carriers  - Enters key information into and updates the Agency CRM throughout the sales process  - Using a consultative sales approach, leads and conducts proposals for successful individuals and families  - Develops centers of influence and leads source partners through networking and marketing to realtors, mortgage brokers, wealth managers, financial planners, community involvement, etc.  - Responsibility for the overall growth of individual book of business through new and existing client relationships  - Develops an annual business plan to meet the established premium and revenue goals as established with market leader  - Developsinto a trusted advisor to educate and advise clients and prospects  - Identifies and coordinates cross selling opportunities within IMA  - Maintains professional conduct and manner that represents IMA and IMA Select in the community  -    

What You’ll Do Sinclair Risk & Financial Management (An IMA Company) is looking for dynamic leaders who want an authentic team experience to support their efforts to expand our ever-growing client base. The sales position requires advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of pursuing and closing sales of new and existing commercial and benefits accounts. The primary focus of this position is to sell and renew insurance to companies in the Northeast region. - Identifies a target industry and/or market segment to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations, industry trends and upcoming developments in Group Benefits impacting target clients - Provide and initiate quality professional service to Employee Benefits accounts to identify and eliminate gaps in coverage and/or non-compliance of employee benefit laws. - Provide in-house customer service to clients as assigned and requested. - Prepare and update account summaries as required - Coordinate 5500 filing process with the HR team - Track and manage all activities on account policies and benefits program ensuring deadlines are met and prompt resolution - Input and maintain all activities, documentation and client information in network systems in a timely and accurate manner - Provide clear direction to other team members assisting on assigned accounts - Manage day-to-day client relationships and renewal process MAJOR RESPONSIBILITIES - Researching information necessary for preparation of bid specifications; gather the information needed for renewals, and new business. - Request bids from carriers for large group carriers; follow-up on receipt of proposals and verify that they need bid specifications. - Conduct educational open enrollment presentations to clients in person. - Self-insurance experience is a must - Shop and analyze products for small group renewals. - Proactively identifies and coordinates cross-selling opportunities with other sales units at Sinclair - Make recommendations to regarding quotes, ideas, issues, needing to be addressed. - Prepare proposals, renewal presentations and compliance documents for new and renewal groups. - Deliver renewal presentations. - Administer employee enrollments, changes, COBRA enrollments with the account management team. - Set-up and maintain client files. - Document service issues and meetings/phone calls with client. Also document conversations and follow-up on problems with clients. - Proof booklets and contracts for accuracy; report inaccuracies to the insurance carriers for correction and reprinting. - Research claims, enrollment and billing inquiries for clients upon request. - Do special projects as determined by manager and/or supervisor.

What You’ll Do   Sinclair Risk & Financial Management (An IMA Company) is looking for dynamic leaders who want an authentic team experience to support their efforts to expand our ever-growing client base.   The sales position requires advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of pursuing and closing sales of new and existing commercial and benefits accounts and retaining an assigned book of business. The primary focus of this position is to sell and renew insurance to companies in the Northeast region.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Provides recommendations on ways to continuously improve the IMA people experience, taking into consideration data received from new hire and exit surveys - Responsible for building and maintaining successful relationships with leaders throughout assigned market, including Presidents, in order to gain understanding of business goals and opportunities for partnership - Continually monitors employment law and legal requirements for their assigned market(s) and administers HR policies and procedures within assigned client groups - Ensures company values are communicated and understood at all levels, provides clarity for the behaviors expected of all associates to fully engage in a mission-driven, high-performance culture - Helps lead risk management for more complex personnel issues within assigned market(s), working with Sr. HR Business Partners for guidance as needed - Supports the Talent Acquisition team by providing insight to hiring needs and interviews candidates when requested - Works with internal HR associates to ensure proper onboarding and transition practices throughout assigned market(s) - Prepares appropriate documentation for any promotions, salary adjustments, title changes, and transfers, ensuring data integrity and proper system/financial coding - Engages in conversations with managers on workforce planning and career development within teams - Gives guidance to managers regarding most compensation issues, sharing data, best practices, and company philosophy as needed - Partners with managers regarding hiring needs, opens requisitions for applicable area and obtains proper approval levels throughout the organization - Supports Corporate Benefits by keeping them informed of any medical leaves and/or accommodations needed, and answers benefit questions as needed, directing associates to Corporate Benefits for high level or complicated questions and circumstances - Supports IMA’s performance management process by engaging with associates and managers, coaches on goal creation and monitoring, providing consistent and direct feedback, and documenting performance conversations as needed - Takes action on employee relations complaints and manages them appropriately according to legal compliance, as well as full and thorough investigation work as needed - Partners with HR Talent Management to support and drive professional development and manager training and coaching - Works with managers to write or revise job descriptions as needed - Performs special projects and duties as needed or assigned - Must be present in the office in-person a minimum of 3 days per week

  - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates. - Handles escalated claim issues for all clients timely and efficiently. - Able to document all interactions with members via internal processes. - Able to participate in client meetings such as health fairs and open enrollment. - Able to develop an understanding of enrollment systems to advise employees and front-line team of proper protocols. - Able to develop an understanding of benefit policies and can educate members on how their plans work. - Assists AM team during open enrollment to answer member questions. - Works with Employee Education Lead to create employee education content flyers and presentations. - Understands HIPAA and communicates with members in compliant methods. - Interacts professionally and timely with Employee Benefits Team via email, phone, and in-person. - Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail. - Supports Account Managers and entire team by completing tasks and activities with the ability to report on current workflow in a timely manner. - Performs special projects as assigned.

ESSENTIAL JOB RESPONSIBILITIES (but are not limited to)  - Supports and demonstrates IMA’s core values  - Values and understands the importance of diversity, equity, and inclusion among all IMA associates.    Internal production support   - Provides technical and consultative partnership in prospect meetings with estimated annual revenue of $100,000 or more  - Supports producers with RFP technical responses, as needed  - Works with Producers and EB Leadership to set and maintain pricing standards throughout the organization.  - Delivers finalized RFP responses and producer work product assistance (RFP response strategy, assistance with technical and service questions, partnership on final deliverable)   - Supports in cross-sell opportunities with current non-EB IMA clients  - Provides internal consultation, review and expert analysis of industry-specific benefits approaches, funding review, strategies, compliance, emerging trends, and current program state analysis   - Stays abreast of cutting-edge and emerging strategies and trends as they relate to prospects and industry verticals  Revenue-generating special projects   - Creates new and innovative revenue-generating projects, including existing markets and blue ocean strategies  - Influences/ advises on the distribution and sales channels for new projects   - Contributes to sales cycle improvement for employee benefits service team members   - Assists with technical sales trainings for validated and associate producers  - Liaison between EB Market Leader(s) and production team to ensure efficient processes and teamwork  - Collaborates with the Market Leader(s), Client Advantage, and other members of the Employee Benefits leadership team to redeploy resources to best support new and refreshed business.  - Identifies lead-in opportunities for new vendor products and strategies   

- Essential job responsibilities include but are not limited to: - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates. - Prospect and qualify new accounts which meet the IMA Select criteria. - Identify target audience and build a pipeline of prospects and centers of influence which meet that criteria. - Gather and organize appropriate information required to prepare marketing submission to insurance carriers. - Enter key information into and update the Agency CRM throughout the sales process. - Using a consultative sales approach, lead and conduct proposals for successful small, mid-size and emerging businesses. - Develop referral source partners through networking, business professional service providers, community involvement, etc. - Become a visible leader in an industry and actively participate in industry associations, organizations, boards and charities as appropriate. - Responsible for the overall growth of your book of business through new and existing client relationships. - Develops and maintains an effective network within the industry and business community. - Develop an annual business plan to meet the established premium and revenue goals as established with your market leader. - Develop yourself as a trusted advisor to educate and advise clients and prospects. - Identify and coordinate cross selling opportunities within IMA. - Conduct yourself in a professional manner that represents IMA and IMA Select in the community.

- Assume responsibility for the proper and timely issuance of all certificates and maintenance of certificate files - Manage database including policy information and specification information - Order, check, and process endorsements and audit - Preparation of renewal information for renewal marketing - Invoicing of all documents - Request premium finance quotes from the Accounting department and premium allocation as needed - Adhere to all Parker, Smith & Feek systems and procedures and insurance company regulations - Special projects as requested including but not limited to: Contract review, quote review, policy checking, proposal review and updates #LI-JS1

Primary (Essential) Functions: - Assist producers in handling and processing of new and renewal commercial lines business. - Provide in-house customer service to clients as assigned and requested.   Major Responsibilities - Coordinate with producer (120 days before effective date) to obtain renewal and/or new business information. - Maintain marketing sheet and update in Applied Epic. - Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. (Quote business in company rating systems as needed, if necessary). - Prepare renewal and/or new business submission to carriers. Scan all policy information and loss runs into Epic and complete Loss Data & Large Loss Summary. - Check new and renewal policies for accuracy in rating, coverages, signatures, and input into Epic. - Ensure that these items are delivered and/or mailed to the client. - Scan and process endorsements, cancellations, and audits as required. - Receive and handle phone calls, emails, and faxes from clients and companies regarding coverages, certificates, or administrative problems, and comply with the request and/or refer to the producer or claims specialist only when necessary. - Must respond to all client emails and phone calls by the end of the day on date received. - Maintain an activity system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items. - Be familiar with and follow agency E&O guidelines. - Maintain electronic files in an orderly, up-to-date manner. - Perform special projects at management’s request. - Hybrid role

- Responsible for the marketing and technical insurance placement for all assigned clients including being the final sign-off on policy appropriateness and accuracy working along with the Producer and Technical Assistant - Effectively work within EPIC, our agency management system - Responsible for client contact for day-to-day issues, application prep, exposure review and analysis, coverage assessment and contract reviews - Maintain working relationship with claims to coordinate and review claims and analyze trends - Follow department quality and work product guidelines - Responsible for daily coordination of the work assignments within the support team - Act as the liaison with Accounting and the Client on invoicing and payment issues