Relationship Manager jobs at Duncan Financial Grp - 316 jobs

The CE is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships. The CE will generally act as a primary point of contact for clients, ensuring a high level of satisfaction and loyalty. Essential Functions: Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact. Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in-person contact, often accompanied by your broker or senior team members. Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction. Stay informed about market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients. Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team. Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations. Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients. Gather and develop complete loss summaries and analysis, as needed. Prepare superior-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter. Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee. Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards. Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records. Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations. Other Responsibilities: Collaborate with the Practice Group and broker team to effectively disseminate relevant information, foster continuous improvement and innovation, and actively contribute to the enhancement of the company's reputation. Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc. Provide training and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, supporting their professional growth and development. Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively. Perform other work-related duties as assigned by broker and/or management. Prepare and present seminars or sales presentations and/or continuing education classes as required. Position Requirements Education, Experience and Skills Required: Typically, 5 to 15 years of relevant insurance experience. Property & Casualty and Surplus Lines Licenses (as required by state). Exceptional organizational, follow-up, communication, and interpersonal skills. Exceptional analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently. Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others. Ability to manage multiple priorities and deadlines effectively. Exceptional negotiation skills with the ability to influence and persuade stakeholders at all levels. Able to effectively interact with and adapt to diverse personality and communication styles. Flexibility in work schedule and ability to adapt to changing demands of the position. Independently manages time to get the job done with minimal supervision. Intermediate skill level in PC software (Word, Excel and other software, as required). Category Insurance Location Dallas Office About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values. Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people. Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience. Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM. Exempt/Non-Exempt Exempt

GENERAL DESCRIPTION (Summary, Scope, Purpose) The primary function of this position is to serve as support to assigned existing lenders for day-to-day needs. About HUB: HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you're dealing with real estate owned, residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking, blanket, and impairment programs are designed to address lending risk comprehensively. Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio. Why Choose HUB? Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to serve our valued clients better. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. ESSENTIAL DUTIES AND RESPONSIBILITIES Train/support all assigned lenders. Provide daily support to assigned existing lenders. Respond promptly and professionally to lender inquiries Resolve service problems by clarifying the customer's complaint, determining the cause, and offering solutions. Client relationship management. Manage all details associated with a new lender at go live. Follow up with customers to ensure resolution and satisfaction. Collaborate with other departments to ensure customer needs are met. Escalate complex issues to appropriate internal teams when necessary. The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES: Excellent judgment and discretion with lenders and staff. Capacity to handle more than one task at a time. Flexibility to handle new projects and tasks. Eagerly promote the HUB culture with our lenders and our staff. Ability to handle existing and new tasks independently. Outstanding follow-up skills enabling a timely response to lenders' needs. Strong organizational skills. Keen attention to detail. Outstanding written and oral communication skills. LICENSING OR CERTIFICATION REQUIREMENTS None required BENEFITS HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL) FSA available Dental plans through BCBSIL Vision insurance through VSP Employer paid Short Term Disability 5 Weeks of Paid Parental Leave Employer paid Life Insurance - 2x your salary 401k -Company matching 10 paid Holidays Floating Holidays and Personal days Accrue Vacation and Sick time from day 1 Tuition Reimbursement All full-time employees working 30+ hours a week are eligible for benefits. Benefits are effective the first of the month, following their first 30 days. PHYSICAL DEMANDS Work Location: Remote opportunity Schedule: Monday-Friday 8:00am-5:00pm CT with an hour lunch. Working Conditions: Frequent use of computer monitors, keyboard, and mouse Extended viewing of multiple screens for seven or more hours a day. Extended periods of sitting. YOU WILL NEED A safe home office or quiet workspace with high speed and reliable internet connectivity All duties and responsibilities outlined in this position are considered essential job functions, and reasonable accommodations will be made to enable individuals with disabilities to perform them. The requirements listed represent the minimum knowledge, skills, and abilities necessary to perform the job proficiently. This description is not exhaustive, and employees may be required to perform other job-related duties as assigned by their supervisor, subject to reasonable accommodation. To perform this job successfully, the incumbent must meet the qualifications and perform each essential duty satisfactorily. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, or local law. If the position requires licensing or certification, the incumbent must maintain compliance with all continuing education and other requirements. Department Account Management & ServiceRequired Experience: 5-7 years of relevant experience Required Travel: NegligibleRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The Associate Relationship Manager serves as the primary investment relationship manager for clients across multiple states, working collaboratively with external relationship team members to ensure seamless service delivery. This role focuses on providing PMA solutions, including comprehensive cash flow management, bond proceeds management, and the execution of tailored investment products to meet client needs. Essential Functions Consistently delivers exceptional internal and external service to clients, embodying the core values of Integrity, Commitment, and Performance. Provides proactive support to team members to foster collaboration and operational efficiency. Maintains and enhances client relationships to foster goodwill and identify new service opportunities. Contacts clients to discuss maturities, review cash flow, provide bond proceeds management reports, and coordinate reinvestments. Promotes PMA establishment products and services, aligning solutions with customer requirements to drive engagement and satisfaction. Monitors investment purchases and ensures seamless trade processing. Coordinates pre-issuance planning, paperwork, and bid requests for bond proceeds management. Responds promptly to customer inquiries, including account changes, product inquiries, and issue resolution. Updates and manages client databases, ensuring accuracy in records for authorized signors, account maintenance, and agendas. Performs other duties and responsibilities as assigned by management, demonstrating flexibility and commitment. Education and/or Experience Bachelor's degree (B.S.) degree from four-year college or university in accounting or finance; one to two years related experience and/or training; or equivalent combination of education and experience. Preferred experience in Investment Management (Broker-Dealer-Advisor) Environment Knowledge, Skills and Abilities Required Interpersonal: Ability to take initiative and willingness to go the extra mile for our clients Attention to detail. Ability to prioritize work with many conflicting deadlines Ability to work well under pressure Ability to collaborate and problem solve with both technology and business team members. Communication: Excellent English communication skills, both written and verbal Licenses, Registrations, and Certifications Regulatory Licensures: Series 7, Series 63 and Series 50 (Can be obtained within 9 months of employment.)

The Associate Relationship Manager serves as the primary investment relationship manager for clients across multiple states, working collaboratively with external relationship team members to ensure seamless service delivery. This role focuses on providing PMA solutions, including comprehensive cash flow management, bond proceeds management, and the execution of tailored investment products to meet client needs. Essential Functions Consistently delivers exceptional internal and external service to clients, embodying the core values of Integrity, Commitment, and Performance. Provides proactive support to team members to foster collaboration and operational efficiency. Maintains and enhances client relationships to foster goodwill and identify new service opportunities. Contacts clients to discuss maturities, review cash flow, provide bond proceeds management reports, and coordinate reinvestments. Promotes PMA establishment products and services, aligning solutions with customer requirements to drive engagement and satisfaction. Monitors investment purchases and ensures seamless trade processing. Coordinates pre-issuance planning, paperwork, and bid requests for bond proceeds management. Responds promptly to customer inquiries, including account changes, product inquiries, and issue resolution. Updates and manages client databases, ensuring accuracy in records for authorized signors, account maintenance, and agendas. Performs other duties and responsibilities as assigned by management, demonstrating flexibility and commitment. Education and/or Experience Bachelor's degree (B.S.) degree from four-year college or university in accounting or finance; one to two years related experience and/or training; or equivalent combination of education and experience. Preferred experience in Investment Management (Broker-Dealer-Advisor) Environment Knowledge, Skills and Abilities Required Interpersonal: Ability to take initiative and willingness to go the extra mile for our clients Attention to detail. Ability to prioritize work with many conflicting deadlines Ability to work well under pressure Ability to collaborate and problem solve with both technology and business team members. Communication: Excellent English communication skills, both written and verbal Licenses, Registrations, and Certifications Regulatory Licensures: Series 7, Series 63 and Series 50 (Can be obtained within 9 months of employment.)

Job Description Rio Bank is a community bank that offers a full range of banking services, including personal and business banking, lending, mortgage and trust services. Rio Bank first opened its doors in McAllen, Texas in 1985. While we have experienced tremendous growth, Rio Bank has remained true to its personalized approach to banking. We combine the financial strength of a large bank with the flexibility and personal touch of a local bank. That's what makes Rio Bank “Your Kind of Bank. Your Kind of Banker.” We have a new opportunity for a Relationship Manager to join our growing team in Edinburg, Texas. Ideal candidates have a strong network within the community and among industry leaders. If you excel at building and nurturing client relationships, have a passion for helping businesses thrive, and are committed to delivering exceptional service with integrity, Rio Bank may be the perfect fit for you. We'd love to get to know you. We offer competitive salary, incentive plans and benefits as well as professional development opportunities and a supportive work environment. Apply for our Relationship Manager position and let's build something great together. About the Role: The Relationship Manager plays a crucial role in facilitating the lending process for businesses seeking financial support. This position is responsible for evaluating loan applications, assessing creditworthiness, and determining the appropriate loan products for clients. The officer will work closely with clients to understand their financial needs and provide tailored solutions that align with their business goals. Additionally, the role involves maintaining strong relationships with clients and ensuring compliance with regulatory requirements throughout the lending process. Ultimately, the Relationship Manager contributes to the growth of the bank's loan portfolio while supporting the financial success of local businesses. What We're Looking For: Bachelor's degree in Finance, Business Administration, or a related field. Strong understanding of financial statements and credit analysis. Three (3) to five (5) years of commercial lending experience or combination of experience and education. Demonstrated ability to build and manage a large commercial loan portfolio. Proven sales ability, effective interpersonal skills, keen problem-solving skills and a strong desire to succeed. Willingness to participate in community events on behalf of the bank regularly. What You'll Do: Evaluate and analyze loan applications to determine creditworthiness and risk factors. Conduct thorough financial assessments and prepare detailed reports for loan approval. Communicate with clients to gather necessary documentation and provide guidance throughout the loan process. Collaborate with internal teams to ensure compliance with banking regulations and policies. Maintain ongoing relationships with clients to support their financial needs and identify opportunities for additional services. What We Offer Quarterly incentive plan Paid time off Paid holidays 401(k) plan with company match Medical, dental and vision insurance Life insurance Employee assistance program Flexible spending account (FSA) Training and career development Charity match Community engagement Professional and collaborative work environment Rio Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all persons regardless of race, religion, color, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. Reasonable accommodations for an individual's disabilities will be made for qualified applicants who are able to successfully perform the essential functions of the job with or without reasonable accommodation.

Rio Bank is a community bank that offers a full range of banking services, including personal and business banking, lending, mortgage and trust services. Rio Bank first opened its doors in McAllen, Texas in 1985. While we have experienced tremendous growth, Rio Bank has remained true to its personalized approach to banking. We combine the financial strength of a large bank with the flexibility and personal touch of a local bank. That's what makes Rio Bank “Your Kind of Bank. Your Kind of Banker.” We have a new opportunity for a Relationship Manager to join our growing team in Edinburg, Texas. Ideal candidates have a strong network within the community and among industry leaders. If you excel at building and nurturing client relationships, have a passion for helping businesses thrive, and are committed to delivering exceptional service with integrity, Rio Bank may be the perfect fit for you. We'd love to get to know you. We offer competitive salary, incentive plans and benefits as well as professional development opportunities and a supportive work environment. Apply for our Relationship Manager position and let's build something great together. About the Role: The Relationship Manager plays a crucial role in facilitating the lending process for businesses seeking financial support. This position is responsible for evaluating loan applications, assessing creditworthiness, and determining the appropriate loan products for clients. The officer will work closely with clients to understand their financial needs and provide tailored solutions that align with their business goals. Additionally, the role involves maintaining strong relationships with clients and ensuring compliance with regulatory requirements throughout the lending process. Ultimately, the Relationship Manager contributes to the growth of the bank's loan portfolio while supporting the financial success of local businesses. What We're Looking For: Bachelor's degree in Finance, Business Administration, or a related field. Strong understanding of financial statements and credit analysis. Three (3) to five (5) years of commercial lending experience or combination of experience and education. Demonstrated ability to build and manage a large commercial loan portfolio. Proven sales ability, effective interpersonal skills, keen problem-solving skills and a strong desire to succeed. Willingness to participate in community events on behalf of the bank regularly. What You'll Do: Evaluate and analyze loan applications to determine creditworthiness and risk factors. Conduct thorough financial assessments and prepare detailed reports for loan approval. Communicate with clients to gather necessary documentation and provide guidance throughout the loan process. Collaborate with internal teams to ensure compliance with banking regulations and policies. Maintain ongoing relationships with clients to support their financial needs and identify opportunities for additional services. What We Offer Quarterly incentive plan Paid time off Paid holidays 401(k) plan with company match Medical, dental and vision insurance Life insurance Employee assistance program Flexible spending account (FSA) Training and career development Charity match Community engagement Professional and collaborative work environment Rio Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all persons regardless of race, religion, color, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. Reasonable accommodations for an individual's disabilities will be made for qualified applicants who are able to successfully perform the essential functions of the job with or without reasonable accommodation.

About the Role Donegal Insurance Group has an opening for a Business Relationship Manager for the state of Pennsylvania, specifically handling a territory comprising of agencies in the Central and Eastern part of the State. As a member of our Marketing team, this position works to increase quote activity, written premium and improve retention while maintaining a high level of customer satisfaction and profitability through the independent agency system. Responsibilities and Duties * Responsible for prospecting and appointment of agents in order to build a strong distribution channel. * Provide training to agencies on new programs and services in order to assist the agent in achieving their established goals and objectives with the company. * Effectively communicate Donegal Companies' corporate goals, products, rules, rates, and incentives to agents to achieve a profitable book of business and build a strong business relationship. * Provide personalized attention on sales calls to ensure optimum position within the Agency. * Effectively communicate with each agency on the types of commercial lines business we are interested in quoting. * Responsible for directing agents to utilize Donegal's WritePro and WriteBiz systems, and generating personal lines quote activity. * Will provide Commercial quotes to assist agents * Work closely with individual agents in order to generate new commercial lines business opportunities. * Develop individual Agency Plans, which include the financial objectives for the specific agent to include premium, loss ratio, new and renewal policy count goals. Discussions held frequently with Agents to review their progress versus plan toward their goals. * Analyze agency profitability for each agent within their assigned territory. Develops and implements agency action plans to meet financial and strategic goals and any corrective actions as needed. May include training, re-underwriting, rehabilitation programs, mergers or agency termination. Works closely with underwriting to implement corrective actions with agents as needed. * Facilitate at least two agency reviews each year with underwriting to review the agent's performance as compared to the established goals and implements correctives measures as needed. * Responsible for marketing company products and services. This includes a working knowledge of the interface capabilities of our company, monitoring of agency activity and arranging training of new products and services. * Routinely visit agents in assigned territory and prospect for quality agency appointments. Qualifications and Skills * Bachelor degree or equivalent experience in marketing, business administration or related field * Minimum of 3 to 5 years of property and casualty insurance marketing experience * Knowledge of the independent agency system, comfortable working with larger commercial agencies, and familiar with agents within the territory * Strong commercial lines insurance experience and knowledge preferred * Ability to work independently and highly motivated * Continuing education and insurance designations highly preferred Starting Pay: The pay range for this position is $90,000 to $120,000 annually. The specific offer will vary based on an applicant's education, qualifications, professional experience, skills, abilities, and any applicable designations/certifications. The posted pay range reflects our ability to hire at different position titles and levels depending on background and experience. The pay range may also be adjusted based on an applicant's geographic location. The base pay is just one component of Donegal's total compensation package for employees. This role may also be eligible to participate in a discretionary annual incentive program. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. Ongoing applications are being accepted. To apply, please submit your resume and online application Competitive Benefits Package Donegal Insurance Group offers a comprehensive benefits package for all full-time, permanent positions including: * Medical, Dental, and Vision Coverage: Available to you and your dependents. Coverage begins the first of the month after start date. * 401(k) with the first 3% matched at 100%: the next 6% is matched at 50% * Paid Time Off: Paid vacation, sick days, paid holidays, & bereavement days * Career Development: Including college partnership discounts and industry designation(s) reimbursements Additional benefits include company-paid basic life insurance; short & long-term disability insurance; employee stock purchase plan; and employee assistance program (EAP). Learn more about our full benefit offerings by visiting our Benefits page. Who We Are Donegal Insurance Group provides commercial and personal insurance products through a network of independent agents in 21 states and across several regions of the U.S. In Texas, Colorado, Utah, New Mexico and Arizona, business is conducted under the Mountain States Insurance Group name; and in Michigan, business is conducted under the Michigan Insurance name. Headquartered in Lancaster County, Pennsylvania, along with four (4) regional offices located in: Athens, GA, Grand Rapids, MI, Albuquerque, NM, and Glen Allen, VA, our steady growth and successes have allowed us to establish a culture of which we're proud. Check out our Glassdoor profile where our rating speaks for itself: By joining Donegal, you would be joining a team of dedicated, hard-working employees, all with a common goal of providing peace of mind to our policyholders and being There when it matters most.. Work Arrangement With each department and position being different, the work arrangement for a specific position will be reviewed with candidates during a initial phone screening. For a position not requiring an onsite expectation at one of our offices, the ideal candidate must live within our Donegal footprint. Current approved states are: AL, AZ, CT, DE, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, and, WV. (Please note, this list is subject to change without notice.) E-Verify Donegal Insurance Group participates in E-Verify in the following states: Alabama, Arizona, Florida, Georgia, Louisiana, Mississippi, Nebraska, North Carolina, South Carolina, Tennessee, and Utah. If you reside in one of the listed states, please review the "Notice of E-Verify Participation" and the "Right to Work Poster" on the links below: * Notice of E-Verify Participation Poster (English and Spanish) * Right to Work Poster (English and Spanish)

The Private Client Relationship Manager will be responsible for managing and growing a portfolio of High Net Worth personal lines insurance accounts, ensuring client satisfaction, and identifying opportunities for cross-selling and up-selling within RSC Insurance Brokerage, Inc. Your Impact: * Serve as the primary point of contact for a designated book of personal lines clients, with emphasis on high-net-worth individuals. * Develop and maintain strong client relationships through proactive communication and exceptional service. * Assess client insurance needs, recommend appropriate coverage, and provide tailored solutions for auto, home, umbrella, and other personal lines products. * Prepare and present insurance proposals, quotes, and renewals to clients. * Process new business, renewals, endorsements, and policy changes accurately and efficiently. * Collaborate with underwriters and carriers to negotiate favorable terms and resolve complex client issues. * Handle client inquiries, claims assistance, and billing questions in a timely and professional manner. * Identify opportunities to cross-sell and up-sell additional insurance products to existing clients. * Maintain accurate and organized client records within the agency management system. * Stay informed of industry trends, market changes, and carrier product offerings. * Participate in continuing education and professional development activities. Successful Candidates Will Have: * Bachelor's degree in Business, Finance, or a related field preferred. * Active Property & Casualty (P&C) insurance license required. * Minimum of 5 years of experience as a Private Client Account Manager or similar role within a personal lines insurance environment. * Industry specific designations preferred - CAPI, CPRIA, CIC or similar * Proven track record of building and maintaining strong client relationships. * Extensive knowledge of Private Client underwriting, coverage and procedures * Excellent written and verbal communication skills. * Proficiency in agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office Suite. * Ability to work independently and as part of a team in a fast-paced environment. * Strong organizational skills and attention to detail. * Customer-centric approach with a commitment to providing exceptional service. * Ability to prioritize tasks, manage multiple accounts, and meet deadlines. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Wealth Client Relationship Manager The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. Identifies sales and asset retention opportunities. Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required: 2+ years of financial services experience Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date Preferred: 3+ years of financial services experience Series 7 and 66 (or 63 & 65) completed Life and Health Insurance License completed Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-02-27Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components - and we're committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. Position Overview We are looking for a driven and entrepreneurial sales professional to join our growing team. As an early sales hire in a fast-scaling startup, you will play a pivotal role in shaping our go-to-market approach and driving new revenue growth. We are looking for someone with direct experience generating leads and converting those leads to partners within the Property & Casualty (P&C) insurance market. Key Responsibilities: Sales & Revenue Growth Own the end-to-end sales cycle: prospecting, discovery, solution positioning, negotiations, and closing. Drive new business acquisition with enterprise and mid-market accounts. Expand existing customer relationships through up-sell and cross-sell opportunities. Direct sales prospecting and lead generation experience within the Property & Casualty (P&C) insurance industry. Full-cycle technology sales experience, including outbound lead generation and deal ownership from initial outreach through close, selling to P&C carriers. Strategic Account Management Develop account plans for target accounts and build multi-stakeholder engagement strategies. Build trusted advisor relationships with executives, decision-makers, and champions. Ensure customer success teams are set up to deliver long-term value post-sale. Market & GTM Contribution Collaborate with marketing to optimize lead generation, messaging, and campaigns. Provide market feedback to product teams to shape roadmap and solution enhancements. Help refine sales playbooks, pricing, and positioning to scale GTM execution. Execution & Metrics Consistently meet or exceed revenue, pipeline, and activity targets. Maintain accurate forecasting, pipeline hygiene, and CRM discipline. Leverage data-driven insights to continuously improve sales effectiveness. Qualifications 5-8+ years of enterprise / strategic sales experience, ideally in SaaS, technology, or data/analytics. Proven track record of exceeding quota in high-growth or startup environments. Strong hunter mentality with expertise in prospecting and building new logos. Comfortable navigating complex buying cycles with multiple stakeholders. Exceptional communication, presentation, and negotiation skills. Entrepreneurial mindset: scrappy, adaptable, and motivated by building from the ground up. Key Attributes Self-starter who thrives in an unstructured, fast-paced environment. Team player who collaborates across sales, marketing, product, and customer success. Customer-centric mindset focused on solving business problems, not just selling products. Competitive, driven, and motivated to contribute to the growth of a startup. Reporting Structure Reports directly to the VP of Sales / Chief Revenue Officer. Collaborates with marketing, product, and customer success to ensure a unified customer journey. Why join the FOCUS Team? The FOCUS Difference: Medical, Dental, Vision, Life, Pet; Flexible Spending Account Competitive Salaries 401K Match Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave Short and Long-Term Disability Employee Support Programs, Including Mental Health Tuition Reimbursement Matching Charitable Gift Program Lucrative Referral Program Commuter Benefits Flexibility: Remote and Hybrid Opportunities Available This position is not able to be performed in California, Colorado, New York or Washington. EEO Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at *************************. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.

Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants. Key Responsibilities and Duties Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. Identifies sales and asset retention opportunities. Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Required: 2+ years of financial services experience. Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. Preferred: 3+ years of financial services experience. Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-02-13Base Pay Range: $79,800/yr - $94,200/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

About the Role Donegal Insurance Group has an opening for a Business Relationship Manager for the state of Pennsylvania, specifically comprising of agencies within our local Home Office territory (Lancaster/York/Dauphin counties). As a member of our Marketing team, this position works to increase quote activity, written premium and improve retention while maintaining a high level of customer satisfaction and profitability through the independent agency system. Responsibilities and Duties Responsible for prospecting and appointment of agents in order to build a strong distribution channel. Provide training to agencies on new programs and services in order to assist the agent in achieving their established goals and objectives with the company. Effectively communicate Donegal Companies' corporate goals, products, rules, rates, and incentives to agents to achieve a profitable book of business and build a strong business relationship. Provide personalized attention on sales calls to ensure optimum position within the Agency. Effectively communicate with each agency on the types of commercial lines business we are interested in quoting. Responsible for directing agents to utilize Donegal's WritePro and WriteBiz systems, and generating personal lines quote activity. Will provide Commercial quotes to assist agents Work closely with individual agents in order to generate new commercial lines business opportunities. Develop individual Agency Plans, which include the financial objectives for the specific agent to include premium, loss ratio, new and renewal policy count goals. Discussions held frequently with Agents to review their progress versus plan toward their goals. Analyze agency profitability for each agent within their assigned territory. Develops and implements agency action plans to meet financial and strategic goals and any corrective actions as needed. May include training, re-underwriting, rehabilitation programs, mergers or agency termination. Works closely with underwriting to implement corrective actions with agents as needed. Facilitate at least two agency reviews each year with underwriting to review the agent's performance as compared to the established goals and implements correctives measures as needed. Responsible for marketing company products and services. This includes a working knowledge of the interface capabilities of our company, monitoring of agency activity and arranging training of new products and services. Routinely visit agents in assigned territory and prospect for quality agency appointments. Qualifications and Skills Bachelor degree or equivalent experience in marketing, business administration or related field Minimum of 3 to 5 years of property and casualty insurance marketing experience Knowledge of the independent agency system, comfortable working with larger commercial agencies, and familiar with agents within the territory Strong commercial lines insurance experience and knowledge preferred Ability to work independently and highly motivated Continuing education and insurance designations highly preferred Starting Pay: The pay range for this position is $90,000 to $120,000 annually. The specific offer will vary based on an applicant's education, qualifications, professional experience, skills, abilities, and any applicable designations/certifications. The posted pay range reflects our ability to hire at different position titles and levels depending on background and experience. The pay range may also be adjusted based on an applicant's geographic location. The base pay is just one component of Donegal's total compensation package for employees. This role may also be eligible to participate in a discretionary annual incentive program. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. Ongoing applications are being accepted. To apply, please submit your resume and online application Competitive Benefits Package Donegal Insurance Group offers a comprehensive benefits package for all full-time, permanent positions including: Medical, Dental, and Vision Coverage: Available to you and your dependents. Coverage begins the first of the month after start date. 401(k) with the first 3% matched at 100%: the next 6% is matched at 50% Paid Time Off: Paid vacation, sick days, paid holidays, & bereavement days Career Development: Including college partnership discounts and industry designation(s) reimbursements Additional benefits include company-paid basic life insurance; short & long-term disability insurance; employee stock purchase plan; and employee assistance program (EAP). Learn more about our full benefit offerings by visiting our Benefits page. Who We Are Donegal Insurance Group provides commercial and personal insurance products through a network of independent agents in 21 states and across several regions of the U.S. In Texas, Colorado, Utah, New Mexico and Arizona, business is conducted under the Mountain States Insurance Group name; and in Michigan, business is conducted under the Michigan Insurance name. Headquartered in Lancaster County, Pennsylvania, along with four (4) regional offices located in: Athens, GA, Grand Rapids, MI, Albuquerque, NM, and Glen Allen, VA , our steady growth and successes have allowed us to establish a culture of which we're proud. Check out our Glassdoor profile where our rating speaks for itself: By joining Donegal, you would be joining a team of dedicated, hard-working employees, all with a common goal of providing peace of mind to our policyholders and being There when it matters most.™ . Work Arrangement With each department and position being different, the work arrangement for a specific position will be reviewed with candidates during a initial phone screening. For a position not requiring an onsite expectation at one of our offices, the ideal candidate must live within our Donegal footprint. Current approved states are: AL, AZ, CT, DE, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, and, WV . (Please note, this list is subject to change without notice.) E-Verify Donegal Insurance Group participates in E-Verify in the following states: Alabama, Arizona, Florida, Georgia, Louisiana, Mississippi, Nebraska, North Carolina, South Carolina, Tennessee, and Utah . If you reside in one of the listed states, please review the "Notice of E-Verify Participation" and the "Right to Work Poster" on the links below: Notice of E-Verify Participation Poster (English and Spanish) Right to Work Poster (English and Spanish)

Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. Key Responsibilities and Duties The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. All licenses and registrations must be obtained within 120 days from start date. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-01-31Base Pay Range: $30.05/hr - $42.07/hr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

The Private Client Relationship Manager will be responsible for managing and growing a portfolio of High Net Worth personal lines insurance accounts, ensuring client satisfaction, and identifying opportunities for cross-selling and up-selling within RSC Insurance Brokerage, Inc. Your Impact: * Serve as the primary point of contact for a designated book of personal lines clients, with emphasis on high-net-worth individuals. * Develop and maintain strong client relationships through proactive communication and exceptional service. * Assess client insurance needs, recommend appropriate coverage, and provide tailored solutions for auto, home, umbrella, and other personal lines products. * Prepare and present insurance proposals, quotes, and renewals to clients. * Process new business, renewals, endorsements, and policy changes accurately and efficiently. * Collaborate with underwriters and carriers to negotiate favorable terms and resolve complex client issues. * Handle client inquiries, claims assistance, and billing questions in a timely and professional manner. * Identify opportunities to cross-sell and up-sell additional insurance products to existing clients. * Maintain accurate and organized client records within the agency management system. * Stay informed of industry trends, market changes, and carrier product offerings. * Participate in continuing education and professional development activities. Successful Candidates Will Have: * Bachelor's degree in Business, Finance, or a related field preferred. * Active Property & Casualty (P&C) insurance license required. * Minimum of 5 years of experience as a Private Client Account Manager or similar role within a personal lines insurance environment. * Industry specific designations preferred - CAPI, CPRIA, CIC or similar * Proven track record of building and maintaining strong client relationships. * Extensive knowledge of Private Client underwriting, coverage and procedures * Excellent written and verbal communication skills. * Proficiency in agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office Suite. * Ability to work independently and as part of a team in a fast-paced environment. * Strong organizational skills and attention to detail. * Customer-centric approach with a commitment to providing exceptional service. * Ability to prioritize tasks, manage multiple accounts, and meet deadlines. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation into the agency management system. Prepares and submits policy change requests to carriers and/or the assigned Client Service Administrator, documenting the activity in the agency management system. Monitors the status of change requests, reviews policy documents for accuracy, and ensures the timely delivery of change documents to clients. Makes recommendations to prospects and current clients to update and enhance policy contracts through an annual insurance review process; reviews may be conducted via email, phone or in person with or without the assigned relationship manager. Prepares Stewardship & Insurance Summary reports for clients in assigned book of business. Maintains client relationships with assigned accounts and support retention ratio at or above the Personal Risk agency standard. Performs all phases of renewal and remarket processing including the preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client. Identifies and processes coverage enhancements and cross-sales opportunities on an annual basis with assigned book of business. Resolves client and/or carrier accounting issues, collections, discrepancies, fee arrangements, and/or billing controversies. Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff in the development and implementation of the Oswald Companies client service deliverable for new and existing accounts; attends client meetings where necessary. Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business. Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class service for the client. Attains further education, coursework and skills development opportunities to obtain professional designations in the personal risk field of expertise. What You'll Need Exceptional organizational skills with ability to transition quickly from one project to another Ability to problem solve, think logically and work independently Works well under pressure and meets established deadlines Exceptional written and verbal communication Ability to think strategically and formulate an action plan based on a given set of facts Bachelor degree in Business Administration or Risk Management and 3 to 5 years or more of related experience or the equivalent combination of education and experience Prior Property & Casualty support experience Prior Property & Casualty client management experience Property & Casualty License Who You Are Energetic and desire to learn new skills Ability to consistently demonstrate a positive attitude and lead by example Strong interpersonal skills with a collaborative approach Confident and self-motivated, with the ability to innovate and think creatively Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client's employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client's business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual meeting planning by completing pertinent portions of the report and conducting research. Retain and develop accounts by: Preparing and writing proposals, and providing quote comparisons. Performing program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting. Providing additional resources for the client as needed. Market renewal and new lines of coverage including: Creating coverage specifications. Analyzing quotes received from carriers. Negotiating with carriers. Creating and presenting the coverage analysis. Review policy coverage and identify cross-selling and additional revenue opportunities. Develop a thorough understanding of client business, their policies, practices and industries. Understand and guide clients through the initial objective setting process. Analyze data to draw conclusions and recommend findings to client. Respond to client needs and questions, making sound recommendations on a day-to-day basis. Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences. Ensure legislative, regulatory and technical developments are appropriately communicated to clients. Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements. Achieve a minimum rating of 90% from E&O Plus audits on all accounts. Functional understanding of EPIC and update accordingly. Ensures adequate time for peer review of all client work including calculations, reports and presentations for accuracy prior to client delivery. Minimum Education/Abilities/Skills Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary. 3 - 5 years' employee benefits experience handling medium accounts at a high level of responsibility. Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers. Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints. Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude. Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies. Possesses excellent organizational skills and strong financial analysis acumen. Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes. Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests. Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant. Contribute to team efficiency by sharing knowledge and best practices. Proficient with Microsoft Office Products, including Excel and PowerPoint, are required. This position requires a high energy level and the ability to handle stress-related situations on a daily basis. Other Qualifications Certificates, Licenses, Registrations Required to Perform the Essential Job Functions Possess appropriate, jurisdictional licenses - Life and Health Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

About the Role Donegal Insurance Group has an opening for an Internal Business Relationship Manager on our Atlantic South team. This position manages all aspects of the business relationship within a specific geographic territory resulting in excellent policy retention, the desired mix of business, profitability, and high customer satisfaction. Responsibilities and Duties Manage the internally generated corporate information flow from Donegal to the agent. Control and manage the internal workflow communications identifying potential agency issues and concerns. Working with the agent and their staff, review the agency action and growth plans on an annual basis. Work as a trusted advisor to focus agencies on the advantages of placing business with Donegal. Through the agency review process and one off small agent meetings, manage the growth, profit, and rehabilitation of agents when necessary. Provide a reliable touch point for the agent to express concerns and present problems. Resolve and/or escalate issues in a timely and sensitive fashion where required. Administrate the Co-op advertising program looking to provide service and support where needed. Utilizing the agency review process, once identified, manage the agency termination process. Participate in state conventions and trade association seminars Willingness to travel as needed or directed by supervisor Qualifications and Skills Bachelor degree or equivalent experience in marketing, business administration or related field 1 to 3 years of property and casualty insurance marketing experience Knowledge of the independent agency system, comfortable working with larger commercial agencies, and familiar with territory agents Strong commercial experience preferred Ability to work independently and highly motivated Continuing education and insurance designations highly preferred Starting Pay: The pay range for this position is $60,000 - $80,000 annually. The specific offer will vary based on an applicant's education, qualifications, professional experience, skills, abilities, and any applicable designations/certifications. The posted pay range reflects our ability to hire at different position titles and levels depending on background and experience. The pay range may also be adjusted based on an applicant's geographic location. The base pay is just one component of Donegal's total compensation package for employees. This role may also be eligible to participate in a discretionary annual incentive program. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. Ongoing applications are being accepted. To apply, please submit your resume and online application Competitive Benefits Package Donegal Insurance Group offers a comprehensive benefits package for all full-time, permanent positions including: Medical, Dental, and Vision Coverage: Available to you and your dependents. Coverage begins the first of the month after start date. 401(k) with the first 3% matched at 100%: the next 6% is matched at 50% Paid Time Off: Paid vacation, sick days, paid holidays, & bereavement days Career Development: Including college partnership discounts and industry designation(s) reimbursements Additional benefits include company-paid basic life insurance; short & long-term disability insurance; employee stock purchase plan; and employee assistance program (EAP). Learn more about our full benefit offerings by visiting our Benefits page. Who We Are Donegal Insurance Group provides commercial and personal insurance products through a network of independent agents in 21 states and across several regions of the U.S. In Texas, Colorado, Utah, New Mexico and Arizona, business is conducted under the Mountain States Insurance Group name; and in Michigan, business is conducted under the Michigan Insurance name. Headquartered in Lancaster County, Pennsylvania, along with four (4) regional offices located in: Athens, GA, Grand Rapids, MI, Albuquerque, NM, and Glen Allen, VA , our steady growth and successes have allowed us to establish a culture of which we're proud. Check out our Glassdoor profile where our rating speaks for itself: By joining Donegal, you would be joining a team of dedicated, hard-working employees, all with a common goal of providing peace of mind to our policyholders and being There when it matters most.™ . Work Arrangement With each department and position being different, the work arrangement for a specific position will be reviewed with candidates during a initial phone screening. For a position not requiring an onsite expectation at one of our offices, the ideal candidate must live within our Donegal footprint. Current approved states are: AL, AZ, CT, DE, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, and, WV . (Please note, this list is subject to change without notice.) E-Verify Donegal Insurance Group participates in E-Verify in the following states: Alabama, Arizona, Florida, Georgia, Louisiana, Mississippi, Nebraska, North Carolina, South Carolina, Tennessee, and Utah . If you reside in one of the listed states, please review the "Notice of E-Verify Participation" and the "Right to Work Poster" on the links below: Notice of E-Verify Participation Poster (English and Spanish) Right to Work Poster (English and Spanish)

About the Role Donegal Insurance Group has an opening for a Business Relationship Manager for the state of Pennsylvania, specifically handling a territory comprising of agencies in the Central and Eastern part of the State. As a member of our Marketing team, this position works to increase quote activity, written premium and improve retention while maintaining a high level of customer satisfaction and profitability through the independent agency system. Responsibilities and Duties Responsible for prospecting and appointment of agents in order to build a strong distribution channel. Provide training to agencies on new programs and services in order to assist the agent in achieving their established goals and objectives with the company. Effectively communicate Donegal Companies' corporate goals, products, rules, rates, and incentives to agents to achieve a profitable book of business and build a strong business relationship. Provide personalized attention on sales calls to ensure optimum position within the Agency. Effectively communicate with each agency on the types of commercial lines business we are interested in quoting. Responsible for directing agents to utilize Donegal's WritePro and WriteBiz systems, and generating personal lines quote activity. Will provide Commercial quotes to assist agents Work closely with individual agents in order to generate new commercial lines business opportunities. Develop individual Agency Plans, which include the financial objectives for the specific agent to include premium, loss ratio, new and renewal policy count goals. Discussions held frequently with Agents to review their progress versus plan toward their goals. Analyze agency profitability for each agent within their assigned territory. Develops and implements agency action plans to meet financial and strategic goals and any corrective actions as needed. May include training, re-underwriting, rehabilitation programs, mergers or agency termination. Works closely with underwriting to implement corrective actions with agents as needed. Facilitate at least two agency reviews each year with underwriting to review the agent's performance as compared to the established goals and implements correctives measures as needed. Responsible for marketing company products and services. This includes a working knowledge of the interface capabilities of our company, monitoring of agency activity and arranging training of new products and services. Routinely visit agents in assigned territory and prospect for quality agency appointments. Qualifications and Skills Bachelor degree or equivalent experience in marketing, business administration or related field Minimum of 3 to 5 years of property and casualty insurance marketing experience Knowledge of the independent agency system, comfortable working with larger commercial agencies, and familiar with agents within the territory Strong commercial lines insurance experience and knowledge preferred Ability to work independently and highly motivated Continuing education and insurance designations highly preferred Starting Pay: The pay range for this position is $90,000 to $120,000 annually. The specific offer will vary based on an applicant's education, qualifications, professional experience, skills, abilities, and any applicable designations/certifications. The posted pay range reflects our ability to hire at different position titles and levels depending on background and experience. The pay range may also be adjusted based on an applicant's geographic location. The base pay is just one component of Donegal's total compensation package for employees. This role may also be eligible to participate in a discretionary annual incentive program. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. Ongoing applications are being accepted. To apply, please submit your resume and online application Competitive Benefits Package Donegal Insurance Group offers a comprehensive benefits package for all full-time, permanent positions including: Medical, Dental, and Vision Coverage: Available to you and your dependents. Coverage begins the first of the month after start date. 401(k) with the first 3% matched at 100%: the next 6% is matched at 50% Paid Time Off: Paid vacation, sick days, paid holidays, & bereavement days Career Development: Including college partnership discounts and industry designation(s) reimbursements Additional benefits include company-paid basic life insurance; short & long-term disability insurance; employee stock purchase plan; and employee assistance program (EAP). Learn more about our full benefit offerings by visiting our Benefits page. Who We Are Donegal Insurance Group provides commercial and personal insurance products through a network of independent agents in 21 states and across several regions of the U.S. In Texas, Colorado, Utah, New Mexico and Arizona, business is conducted under the Mountain States Insurance Group name; and in Michigan, business is conducted under the Michigan Insurance name. Headquartered in Lancaster County, Pennsylvania, along with four (4) regional offices located in: Athens, GA, Grand Rapids, MI, Albuquerque, NM, and Glen Allen, VA , our steady growth and successes have allowed us to establish a culture of which we're proud. Check out our Glassdoor profile where our rating speaks for itself: By joining Donegal, you would be joining a team of dedicated, hard-working employees, all with a common goal of providing peace of mind to our policyholders and being There when it matters most.™ . Work Arrangement With each department and position being different, the work arrangement for a specific position will be reviewed with candidates during a initial phone screening. For a position not requiring an onsite expectation at one of our offices, the ideal candidate must live within our Donegal footprint. Current approved states are: AL, AZ, CT, DE, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, and, WV . (Please note, this list is subject to change without notice.) E-Verify Donegal Insurance Group participates in E-Verify in the following states: Alabama, Arizona, Florida, Georgia, Louisiana, Mississippi, Nebraska, North Carolina, South Carolina, Tennessee, and Utah . If you reside in one of the listed states, please review the "Notice of E-Verify Participation" and the "Right to Work Poster" on the links below: Notice of E-Verify Participation Poster (English and Spanish) Right to Work Poster (English and Spanish)

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Relationship Manager-Retirement Services to their Advus team in Winter Park, FL. Job Summary: In this role, you will provide comprehensive relationship management support to our Retirement Plan Advisors, ensuring the seamless delivery of high-quality 401(k) and other retirement plan services to our clients. Your expertise in 401(k) plan design, administration and compliance will be essential in maintaining regulatory standards and offering actionable insights to both advisors and plan sponsors. Essential Functions: ERISA Compliance and Guidance Serve as an internal ERISA and 401(k) expert, offering ongoing guidance to Retirement Plan Advisors on DOL, IRS, PBGC, and other regulatory standards. Research and analyze complex ERISA-related issues, developing clear and concise explanations for advisors and clients. Assist in the preparation and review of 401(k) plan documents, amendments, and other regulatory filings to ensure ERISA compliance. Support advisors in understanding and articulating fiduciary responsibilities to plan sponsors. Stay abreast of new and evolving ERISA legislation, regulations, and industry best practices, proactively communicating relevant updates to the team. Advisor Support and Collaboration Act as a trusted point of contact for Retirement Plan and 401(k) clients, addressing inquiries related to plan design, operations, and compliance. Assist advisors in preparing for client meetings, including gathering data, generating reports, and developing customized proposals. Collaborate with advisors to identify client needs and opportunities, contributing to the development of tailored retirement plan solutions. Support advisors in explaining complex retirement plan concepts, including investment options, fee structures, and withdrawal strategies, to clients. Facilitate communication and coordination between field advisors and internal departments (e.g., operations, legal, investment management). Client Service and Administrative Support Support the onboarding of new retirement plan clients, ensuring all documentation is complete and compliant. Support advisors in responding to client inquiries regarding plan administration, participant inquiries, and general retirement plan questions. Maintain accurate and organized client and plan records inside of Salesforce CRM. Assist in the preparation of client-facing materials and presentations. Accurately diagnoses issues and provide client driven solutions that also meet IRS regulatory requirements Qualifications: Bachelor's degree in Business, Finance, Accounting, or a related field. 2-5 years of experience working with retirement plans, particularly 401(k) plans, in a client-facing, compliance or administrative capacity. Experience supporting advisors and/or clients in a retirement plan or financial services environment. Strong interpersonal, written, and verbal communication skills. High attention to detail and ability to manage multiple projects simultaneously. Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite. ASPPA, CEBS, QKA, or other designations related to 401(k) plan administration or ERISA compliance are a plus. Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!