Job Title: Account Manager Department: Employee Benefits Reports to: Vice President of Employee Benefits FLSA Status: Exempt    Summary The Account Manager will work in collaboration with the Department Manager and service team to manage their client’s employee benefits plans and objectives. The Account Manager is also responsible for developing and maintaining relationships with other internal and external business partners and carriers to oversee the client’s employee benefits platform.

Job Title: Managing Director Reports to: Director of Commercial Lines FLSA Status: Exempt     Summary The Managing Director is responsible for all aspects of the Commercial Lines Operation in White Plains. We currently have over 28 people in our commercial lines department and will continue to grow and add staff. In addition, the Managing Director will focus on identifying and developing operational tools and opportunities to improve sales capabilities with our producers and sales manager, marketing of new and renewal business as well as client retention.

Job Title: Senior Account Executive Department: Commercial Lines Reports to:  Vice President FLSA Status: Exempt   Summary The Senior Account Executive is an advanced account management position. This role requires management of a large book of business, more than seven years of experience in an Account Executive role, and advanced designations. The Senior Account Executive will provide a high level of support to the Principals and/or service to our clients. The position requires a significant degree of independent judgment and discretion to meet those service levels. Responsibilities include assisting in marketing and service in coordination with Principals and other Agency personnel.   The Senior Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Senior Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Principal's goals and provide field service in support of Producer activities.   The Senior Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Senior Account Executive will work with the Principals to design and recommend proper insurance and risk management programs to Agency clients.

Job Title: Account Executive Department: Personal Lines     Summary The Account Executive will provide a high level of support and customer service to clients. The position requires a significant degree of independent judgment and discretion to meet those service levels. Duties include assisting in marketing, and customer service in coordination with the manager and other Agency personnel.   The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Executive will assist in the production of new and renewal accounts in keeping with Agency goals and provide field service in support of Agency activities.   The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Account Executive will work to design and recommend proper insurance and risk management programs to Agency clients.

Job Title: Senior Account Manager Department: Retirement Reports to: VP of Retirement services FLSA Status: Exempt     Summary The Senior Account Manager is a leading account management position and will provide a high level of support to the Manager, the service team, and to our clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. The Senior Account Manager is also responsible for developing and maintaining relationships with other internal and external business partners.

Job Title: Sales Executive Reports to: Agency President FLSA Status: Exempt Job Code:        SA12SECE Sales Executive – Commercial Lines   Summary The Sales Executive solicits and sells insurance products and services to existing and new business; maintains an existing book of business; expands book of business; enhances the public image of the Agency by proactively performing the following duties.

Job Title: Sales Executive Reports to: Agency President FLSA Status: Exempt Job Code:        SA12SECE Sales Executive – Commercial Lines   Summary The Sales Executive is a new Producer or a Producer that does not have a book of business. Typically paid a salary plus commission. The Sales Executive solicits and sells insurance products and services to existing and new business; maintains an existing book of business; expands book of business; enhances the public image of the Agency by proactively performing the following duties.