The Client Executive is responsible for soliciting clients, meeting production goals, and selling insurance coverage. They will create new opportunities from a proprietary prospect database, consult on insurance needs, and maintain relationships with clients, ensuring satisfaction.

The Regional Vice President drives financial performance, manages territory distribution, leads team development, and maintains strong relationships with brokers to achieve sales targets and profitability.

The M&A Sourcing Associate identifies acquisition targets, conducts outreach via phone/email, manages CRM activity, and supports acquisition strategy through metrics tracking.