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Overview: KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities. Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation. KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life. Job Type: Full Time Job Description: The Senior Claim Specialist will be responsible for managing the claims process for clients from start to finish with an exceptional ability to achieve the best possible outcome for Kore’s internal and external clients. This position requires an experienced claim professional who needs minimal supervision and can deliver exceptional service to our clients. Exposure to a wide variety of claims is a plus. Must be a quick learner and able handle significant volume and competing demands. Timeliness and accuracy in managing responsibilities is required, despite competing demands. This position will be a claims advocate for assigned accounts across multiple lines of business, which may include handling personal lines claims for high-net worth individuals. Key Responsibilities: • Support the Head of Claims and manage the claims process for all assigned responsibilities., • Ability to proactively identify and work through intermediate to complex coverage issues., • Complete Desk Reviews to include detailed facts, liability and damages analysis, and status in connection with renewal process., • Coordinate and conduct both carrier-led and Kore-led claim reviews., • Establish and maintain good working relationships with both internal and external stakeholders – internal: Account Executive Teams, etc.; external: adjusters, Claim Account Executives, wholesalers, etc., • Autonomously manage specific accounts with minimal supervision from Head of Claims., • Maintain claim file documentation and claims diaries in accordance with Best Practices on all assigned claims., • Create independent relationships with clients with oversight only from Head of Claims., • Be able to negotiate favorable results for clients in all aspects of claims disposition., • Access and utilize data obtained from various carrier systems to achieve the best possible claim outcomes, • Ad hoc projects to support the Claims Department., • Minimum of 15 years’ experience of relevant claims experience, • Bachelor’s degree required, • Proficiency in Applied Epic strongly preferred, • Proficiency in Microsoft Suite (Word, Excel, PowerPoint) required, • Ability to travel occasionally as business needs require, • Flexibility to work outside of regular business hours when necessary to support claim activity and client needs., • Must be able to handle competing demands and unpredictability., • Must be able to handle high-pressure situations, maintaining composure with challenging claims., • Must be a pleasant individual, that can work well with others in a team environment and understand that their contribution and collaboration is essential to the success of the department and broader organization., • Must have sound technical proficiency in one or more of the following types of claims: Auto, General Liability, Property and Workers Compensation. Having only Property experience is not acceptable., • Must have commercial lines experience, personal lines experience is a plus., • Must be staunchly “solution oriented” with an ability to think outside the box., • $125k-$150k + Discretionary Bonus, • Further Education Opportunities with Certification Reimbursement, • Health, Dental, Vision, and Life Insurance Benefits, • 401(k) Plan, • 20 Days of PTO + 9 Holidays, • Hybrid Work Flexibility (1-day WFH), • Free Onsite Gym and Café on Premises Compensation and Benefits Disclosure: Kore Insurance Holdings, LLC offers a competitive total rewards package, including base salary, incentives, and benefits. Compensation is based on job responsibilities, relevant experience, skills, education, and location. Individual pay is determined by market data, internal equity, and performance. The stated pay range may be adjusted based on business needs and market conditions. Equal Opportunity Employer Statement: Kore Insurance Holdings, LLC is an equal opportunity employer. We value diversity and prohibit discrimination or harassment based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected status under federal, state, or local law. Employment decisions are based on qualifications, merit, and business needs. Agency Disclaimer: Unsolicited resumes from agencies will not be accepted. Kore is not responsible for fees without a signed agency agreement in place.

General Manager — New Jersey MotorEnvy | Clifton, NJ | Full-Time | On-SiteCompensation: $50,000 – $150,000 base + performance bonus + equity participation About MotorEnvy MotorEnvy is not a dealership. We are not a rental company. We are not a traditional lease shop. We are a luxury vehicle subscription and acquisition platform built for clients who want the best — a McLaren 720S, a Mercedes G-Wagon, a Porsche 911 — without the friction, the depreciation, or the 36-month commitment that comes with conventional ownership. Our clients are high-net-worth individuals, executives, and enthusiasts who expect a concierge-level experience from first inquiry to white-glove delivery at their door. We source, finance, deliver, and manage exceptional vehicles across New York, New Jersey, Florida, and beyond. We are growing fast, our model is working, and the North East is one of our most important markets. We are now looking for the person who will run it. The Role This is a General Manager position — but if the word "manager" makes you think of someone who maintains what already exists, this is not the role for you. We have two talented junior salespeople in New Jersey and a market we know can be significantly larger. What we need is a leader who will build the operation, develop the team, and own the results. You will report directly to the CEO, operate with genuine autonomy, and be held to genuine accountability. There is no layer of middle management between you and the decisions that matter. What you will own: You will be responsible for the full commercial performance of MotorEnvy's North East market. That means driving revenue, managing the P&L, developing your sales team, and building the B2B partnerships — with exotic car clubs, concierge services, wealth managers, and high-net-worth networks — that will define how far this market can go. You will collaborate closely with our Florida team on marketing, campaigns, and strategy, and you will have a direct line to the CEO at all times. This is a role for someone who thinks about the business constantly — not because they have to, but because they cannot stop themselves. What You Will Do Lead and Develop the NJ Sales Team. You will be the day-to-day leader for two junior salespeople who need coaching, structure, and a standard to rise to. You will set the culture, model the behavior, and grow the team as the market grows. Drive Revenue and Own the P&L. You will be responsible for New Jersey's top-line revenue and bottom-line results. You will know the numbers cold, understand the levers, and make smart decisions about where to invest time and resources. Build B2B Partnerships. Some of the highest-leverage growth in this market will come from relationships — with luxury and exotic car clubs, private wealth managers, family offices, corporate travel programs, and lifestyle management services. You will identify, approach, and develop these partnerships personally. Manage the Client Experience. MotorEnvy's reputation is built on a concierge-level experience. You will ensure that every client interaction — from first inquiry to vehicle delivery to ongoing service — reflects that standard. Collaborate on Strategy. You will work closely with the CEO and the Florida team on marketing campaigns, inventory strategy, pricing, and market positioning. Your voice will matter in how the company grows. Who You Are You have spent meaningful time in the automotive world — at a luxury dealership, an independent brokerage, a leasing operation, or somewhere adjacent — and you have been quietly frustrated that the place you work does not run the way you know it could. You have the instincts, the relationships, and the drive. What you have been missing is the platform and the autonomy to use them fully. You do not need to be told what to do next. You see the opportunity, you make a plan, and you execute. You hold yourself to a high standard and you hold your team to one as well — not through pressure, but through example and expectation. You are comfortable with accountability because you are confident in your ability to deliver. You likely have: 5+ years of experience in automotive sales, sales management, or business development — with meaningful exposure to luxury, exotic, or premium segments A track record of growing revenue, building client relationships, or opening new channels — not just managing existing ones Experience leading or developing others, formally or informally An existing network in the New Jersey or tri-state area that you can activate quickly The financial literacy to understand a P&L and make decisions based on it A genuine passion for exceptional vehicles and the clients who love them What We Offer A real leadership role with real ownership. This is not a position where you execute someone else's playbook. You will build the playbook for New Jersey. Competitive compensation with meaningful upside. The base salary is competitive. The performance bonus is tied directly to market results — your results. And for the right candidate, there is a path to equity participation in the NJ market's growth. Direct access to the CEO. No bureaucracy. No politics. A founder who will invest in your success, get out of your way, and share meaningfully in what you build together. A brand worth representing. MotorEnvy has been featured in Road & Track, Motor Authority, NorthJersey.com, and beyond. Our clients trust us with their most significant automotive decisions. That reputation is yours to build on. A market with real runway. New Jersey is one of the wealthiest states in the country. The demand is there. The infrastructure is there. The team is there. What has been missing is the right leader. A Note on Who Should Apply We want to be honest about what this role is and is not. If you are looking for a stable, structured position with clear processes and predictable days, this is probably not the right fit. MotorEnvy is a growing company, and this market is in a build phase. There will be ambiguity. There will be challenges. There will be days where you have to figure things out without a manual. If that sounds like a problem, this is not the role for you. If that sounds like exactly the kind of environment where you do your best work — welcome. We have been looking for you. How to Apply Apply directly through LinkedIn, or reach out to us at with a brief note on your background and why this resonates. We read every message. We respond to the ones that show us you have actually thought about it. We are not looking for a resume that checks boxes. We are looking for a person who sees what this could be. MotorEnvy is an equal opportunity employer. We evaluate candidates on the basis of their ability to do the job — nothing else. Keywords for LinkedIn Algorithm: General Manager | Automotive | Luxury Vehicles | Sales Leadership | Business Development | New Jersey | Exotic Cars | High Net Worth | Concierge Automotive | P&L Management | Team Leadership | Luxury Sales | Car Subscription | Vehicle Acquisition

Overview: KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities. Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation. KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life. Job Type: Full Time Key Responsibilities: Client Service and Management • Serve as a trusted risk management partner to a portfolio of large commercial clients, many with premiums up to $15-20M, • Ensures complete delivery of all client service activities by leading all aspects of service, such as renewals, coverage analysis, policy endorsements, audits, and claims coordination, • Maintains a deep understanding of complex coverages, including General Liability, Property, Auto, Workers’ Compensation, Umbrella/Excess, Cyber, and Specialty lines, • Established relationships with key carriers and collaborating with underwriters to negotiate optimal terms, • Stay focused on market trends, industry regulations, and emerging risks relevant to operations, • Consistent mentorship of junior team members while contributing to departmental best practices, • Coordinate with and often lead internal teams, including Producers, Account Executives, and the Claims group, to ensure a seamless client service Qualifications and Experience • 10+ years’ experience in managing large commercial accounts within a brokerage, • Proficiency in Applied Epic (preferred), • Additional Certifications (i.e., CIC, AINS, CPCU, AU, ARM, CRM, CRIS, TRIP, CISR, etc.) (preferred), • Valid Property & Casualty Insurance license within the state of New Jersey (required), • Exceptional organizational and prioritization skills, with the ability to manage complex accounts and competing demands with precision and calm, • Highly self-directed professional who thrives with autonomy and takes full ownership of responsibilities and outcomes, • Proactive, service-oriented mindset, anticipating client needs and addressing issues before they escalate, • Uncompromising commitment to professional ethics and confidentiality, earning trust at the highest levels of client relationships What We Offer: • $130k-$200k + Discretionary Bonus, • Further Education Opportunities with Certification Reimbursement, • Health, Dental, Vision, and Life Insurance Benefits, • 401(k) Plan, • 20 Days of PTO + 9 Holidays, • Hybrid Work Flexibility (1-day WFH), • Free Onsite Gym and Café on Premises If you are a driven and results-oriented Senior Account Executive who leads by example through delivering exceptional client service, please connect with us today! Compensation and Benefits Disclosure: Kore Insurance Holdings, LLC offers a competitive total rewards package, including base salary, incentives, and benefits. Compensation is based on job responsibilities, relevant experience, skills, education, and location. Individual pay is determined by market data, internal equity, and performance. The stated pay range may be adjusted based on business needs and market conditions. Equal Opportunity Employer Statement: Kore Insurance Holdings, LLC is an equal opportunity employer. We value diversity and prohibit discrimination or harassment based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected status under federal, state, or local law. Employment decisions are based on qualifications, merit, and business needs. Agency Disclaimer: Unsolicited resumes from agencies will not be accepted. Kore is not responsible for fees without a signed agency agreement in place.

Overview: KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities. Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation. KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life. Job Type: Full Time Job Description: The Claim Specialist will be responsible for managing the claims process for clients from start to finish with an exceptional ability to achieve the best possible outcome for Kore’s internal and external clients. This position requires a professional who will bring a positive attitude and can deliver exceptional service to our clients. Exposure to a wide variety of claims is a plus.Must be a quick learner and able handle significant volume and competing demands. Timeliness and accuracy in managing responsibilities is required, despite competing demands. This position will have a focus on handling diverse lines of business including personal lines claims for high-net worth individuals. Key Responsibilities: • Manage the claims process for all assigned responsibilities with a sense of urgency., • Ability to proactively identify and work through moderate to intermediate coverage issues., • Complete Desk Reviews/Large Loss Reviews & coordinate and conduct claim reviews., • Complete Desk Reviews to include detailed facts, liability and damages analysis, and status in connection with renewal process., • Coordinate and conduct both carrier-led and Kore-led claim reviews., • Establish and maintain good working relationships with internal and external business partners Maintain proper documentation on all claims and claims diaries in EPIC in accordance with Best Practices., • Create independent relationships with clients with oversight from Director of Claims., • Conduct Claim Closure Projects., • Ad hoc projects to support the Claims Director., • Minimum of 7-10 years’ experience of relevant claims experience, • Bachelor’s degree required, • Proficiency in Applied Epic strongly preferred, • Proficiency in Microsoft Suite (Word, Excel, PowerPoint) preferred, • Ability to travel occasionally as business needs require, • Flexibility to work outside of regular business hours when necessary to support claim activity and client needs., • Must be able to handle competing demands and unpredictability., • Must be able to handle high-pressure situations and keep composure., • Must be a pleasant individual, that can work well with others in a team environment and understand that their contribution and collaboration is essential to the success of the department., • Technical proficiency in one or more of the following types of claims: Auto, General Liability, Property and Workers Compensation is preferred., • Must be staunchly “solution oriented”., • Must be tenacious in handling difficult and frustrating situations until resolved in a positive manner. What We Offer: • $80K-$90K+ Discretionary Bonus, • Further Education Opportunities with Certification Reimbursement, • Health, Dental, Vision, and Life Insurance Benefits, • 401(k) Plan, • 20 Days of PTO + 9 Holidays, • Hybrid Work Flexibility (1-day WFH), • Free Onsite Gym and Café on Premises Compensation and Benefits Disclosure: Kore Insurance Holdings, LLC offers a competitive total rewards package, including base salary, incentives, and benefits. Compensation is based on job responsibilities, relevant experience, skills, education, and location. Individual pay is determined by market data, internal equity, and performance. The stated pay range may be adjusted based on business needs and market conditions. Equal Opportunity Employer Statement: Kore Insurance Holdings, LLC is an equal opportunity employer. We value diversity and prohibit discrimination or harassment based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected status under federal, state, or local law. Employment decisions are based on qualifications, merit, and business needs. Agency Disclaimer: Unsolicited resumes from agencies will not be accepted. Kore is not responsible for fees without a signed agency agreement in place.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Claims Assistant to their C&H Agency team in Fairfield, NJ.

Real estate agents are independent contractors. Are you an accomplished agent weary of diminishing returns from traditional brokerage fees? CapMark Realty offers a robust ecosystem specifically crafted for high-achievers determined to elevate their net income. CapMark Realty is a leading multi-state

Knowledge of DOT, FMCSA, and brokerage compliance standards. Maintain accurate load documentation and brokerage compliance requirements. The in-house broker provides flexible, scalable transportation solutions by leveraging a vetted network of trusted carrier partners.

Commercial Lines Account Manager, Real Estate & Construction.A premier boutique brokerage in North Jersey is seeking a seasoned Account Executive to take ownership of a large real estate and construction-focused book.This role is ideal for a senior professional who thrives in a sophisticated, fast-m

Job DescriptionJob Title: Real Estate Agent Recruiter Job Description: We are seeking a dynamic and driven recruiter to grow our team of real estate professionals. In this role, you will identify, attract, and onboard top real estate talent to join our brokerage. Youll build relationships with potential agents, leverage networking strategies, and help our organization continue to thrive. Key Responsibilities: • Actively source and recruit experienced and new real estate agents., • Conduct interviews, present the benefits of joining our brokerage, and guide candidates through the onboarding process., • Build and maintain a pipeline of prospective agents through networking, cold outreach, social media, and industry events., • Develop and execute recruitment campaigns and outreach strategies to attract top talent., • Collaborate with management to understand talent needs and goals., • Ensure a smooth onboarding experience for new agents. Qualifications: • Previous experience in recruiting, talent acquisition, or real estate is strongly preferred., • Strong interpersonal and communication skills., • Familiarity with real estate licensing processes and industry trends., • Self-motivated, organized, and able to manage multiple recruitment pipelines simultaneously., • Ability to work independently while aligning with broader team goals. Benefits: • Competitive salary with performance bonuses., • Opportunities for professional growth in a thriving real estate environment., • Flexible work arrangements.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their team in Fairfield, NJ.

Employment Type: 1099 / Independent Contractor Location: Remote (U.S. Based Only) This is a performance-based dispatch role working with owner-operators under their own authority. Earnings are commission-based, and income depends on efficiency, negotiation skill, and carrier volume. Book loads through broker networks and load boards Negotiate competitive rates Coordinate pickups, deliveries, tracking, and paperwork Communicate professionally with both drivers and brokers Manage your workflow independently Must currently reside in the U.S. Laptop or desktop computer High-speed internet connection Professional phone / headset Organized, dependable, and self-motivated Experience in dispatching, brokerage, customer service, or similar communication-based roles is beneficial but not required. Training resources and support systems Workflow templates and operational guidance Options for sourcing owner-operators to dispatch Structured performance incentive program based on results (not a guaranteed or upfront bonus) People who: Prefer commission-based income with high earning potential Can stay organized without supervision Want to control their schedule and growth Submit your application or response through the platform where this listing is posted. A brief screening will follow to confirm fit and onboarding readiness.

Job Description ABOUT THE ROLE Manage and grow assigned territory by directing their team to maximize client’s sales goals, maintaining a positive business relationship with distributors and customers, and striving for additional product introductions. Act as a liaison between client’s strategic goals and the distributor’s needs. Manage a territory with volume size of over $500k annually. Achieve assigned KPIs, manage, oversee, and coach daily activity of sales team to ensure they achieve theirs. RESPONSIBILITIES Sales Focus: 1. Achieve specific KPIs assigned using CRM to plan and properly report daily sales call activities., 2. Drive company sales by aggressively marketing and presenting client’s product to customers, while focusing on maximizing commission opportunities. 3. Call-on assigned list of Large Leverage Operators (LLO’s) setting up sales presentations, building relationships and providing solutions to increase our business with each customer., 4. Follow ride-with guidelines, plan and perform sales calls adhering to company standards with our clients, distributor sales reps, or independently with customers in the field showing product., 5. Manage client marketing plans with distributor to maximize sales potential making sure manufacturer receives appropriate amount of marketing activities., 6. Prepare reports for senior management and clients to provide information regarding sales, business activity and market trends., 7. Coordinate and work directly with Regional Sales Assistants, (RSAs) to prepare for food shows, marketing contracts, program renewals, sales meetings, and customer events to ensure product and staff are at events., 8. Focus on competitive situations understanding the entire competitive landscape, communicate information to clients and maintain awareness at the distributor and customer levels. RESPONSIBILITIES Team Management Function: 9. Manage day-to-day activities of sales team communicating goals and objectives and address any performance issues with needed coaching to ensure individual team members achieve assigned KPIs., 10. Conduct formal yearly performance reviews with team members to ensure company goals and objectives and specific assigned KPIs are met and achieved., 11. Ensure Operator Specialist are reporting consistently in CRM., 12. Ensure Operator Specialists are current with all KeyImpact provided training and company policies. Distributor Focus: 13. Manage annual, bi-annual, quarterly sales numbers and objectives to ensure distributor and company goals are being met., 14. Manage daily distributor functions such as answering customer phone calls, reviewing respective buyers, verifying daily activities of team, scheduling, and preparing for meetings to help meet company objectives., 15. Build and maintain distributor relationships by analyzing and reacting to distributor needs, introducing new products, and taking a proactive response to customers concerns and needs., 16. Prepare and present at sales meetings and training to introduce products, allow distributor sales representatives to taste and see product, and educate distributor sales teams on features and benefits., 17. Conduct sales blitzes and competitive conversions as needed to increase sales by acquiring leads and visiting prospective customers to convert their business gaining sales/commissions for our company., 18. Conduct marketing reviews with distributors and clients to discuss business activity, new opportunities and address any competition issues to gain an understanding of our overall business with client. SKILLS/QUALIFICATIONS • Must maintain a current and valid driver’s license and adhere to all Motus requirements., • Abilities: Excellent communication skills, both verbal and written., • Ability to work independently to prioritize/plan your schedule considering achievement of assigned KPIs., • Able to provide superior customer service., • Good decision and negotiating skills., • Effective time-management skills., • Maintain a high level of professionalism., • Must be able to lift 30 lbs., • Able to drive vehicle for long periods of time to and from accounts., • Prefer college degree in business or related field or equivalent experience., • Culinary and/or operations experience preferred., • Must have 2-5 years of previous sales experience., • Knowledge of brokerage business in relationship to Clients, Distributors and Customers., • Experience with Microsoft Office including Word, Excel, & Outlook., • Product and Sales Training, CRM software training, • Frequent on the road driving., • Highly concentrated mental and visual alertness., • A major portion of the day is spent talking either in-person or by telephone dealing with clients, distributors, and customers., • Frequent up/down motion to perform duties., • Moderate typing, calculating or otherwise working with fingers., • Visual acuity., • Ability to hear and receive detailed information., • Calculator, iPad, computer, telephone., • Must have reliable transportation to get to and from accounts. PLEASE NOTE: Acxion Foodservice, Inc. reserves the right to change, modify or add to the duties and essential functions at any time.

Job Description At BSI, we are dedicated to providing exceptional service to our clients. As a rapidly growing firm, we pride ourselves on advocating for our clients on both a human and financial level. Our team is expanding, and we are looking for a passionate and dedicated Account Director to join us on this exciting journey. While BSI is headquartered in Bethlehem, PA, this role is focused on the Northern New Jersey market and requires regular in-market presence for client activities. Award-Winning Culture, Expertise, and Service Excellence • Inc. Best in Business - (2022), • The Chamber Business of the Year - (2022), • Lehigh Valley Community Service Award PICPA & Lifepath - (2020), • Inc. Best Workplaces - (2021 - Present), • Lehigh Valley Business Fastest Growing Companies - (2014 - Present), • Who's Who in Business - (2021 - Present), • Inc. 5000 Fastest Growing Privately Held Company - (2020 & 2021), • Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present) What Makes this Job So Unique? As an Account Director, you will have a unique opportunity to make a significant and meaningful contribution to the success of BSI and its clients through the following core job responsibilities: • Manage Key Accounts within BSI's Book of Business, including strategic planning, long-term relationships, and analyzing current plans as well as future opportunities, • Establish strategic goals for all key accounts, • Ensure the Account Management team successfully meets all established goals for key accounts, • Manage and execute the complete Strategic Renewal Process, including compiling data for RFP, negotiating with carriers, meetings with the internal team on marketing, coordinating Open Enrollment meetings, and all necessary follow-up by verifying correct rates/plans are implemented by the carrier, • Prepare and execute presentations related to Pre-Renewal, Renewal, Year-End Review, Multi-Year Planning, etc., for each key account, • Prepare and deliver client monthly and quarterly reports in coordination with the data team., • Provide a comprehensive understanding of the issues and laws pertinent to the industry, including the Affordable Care Act and Consolidated Appropriations Act, • Communicate with EVP of Client Retention regularly on all accounts, • Provide outstanding customer service to all current and prospective clients, • Strategize with the EVP of Client Retention to make decisions on the needs and growth of the agency as it relates to your assigned book of business, • Build on BSI value-added products and services to produce organic growth within your assigned book of business, • Support new business team and Producers with new business proposal developments, • Prepare and attend prospect meetings with new business team and/or Producers, • Conduct transition meetings from new sales to account management with new clients Qualified Candidates Should Possess: • Bachelor's degree in business administration, finance, human resources, marketing communications or another related field is preferred., • The ideal candidate will have 5-8 years of business experience and knowledge of Group Employee Benefits or Account Management., • The desired individual will have demonstrated project management skills and ability to participate in business development activities, as well as understanding of health and welfare underwriting, analytics and modeling., • Prior experience managing an Account Team is a plus., • Knowledge of and familiarity with current Health, Life, Dental, Vision, Long-Term Disability (LTD), Short-Term Disability (STD) and Long-Term Care products., • Insurance Licenses (Life, Accidental & Health) required or completed within 90 days from date of hire., • Comprehensive understanding of insurance rating processes for fully-insured, experience rated, and self-funded plans (underwriting background is a plus)., • Experience spread-sheeting rates and interpreting reports from insurance carriers., • Superior oral and written communication skills and the ability to present professionally via in-person, online, over the phone and written communications., • Ability to establish a rapport and build relationships with clients and carrier representatives, • Exceptional active listening skills., • Strong computer skills including MS Office Suite and Google. Prior experience with Salesforce and Zywave Brokerage Builder is a plus., • Ability to manage multiple projects while working in a fast-paced, high-intensity work environment., • Excellent organizational skills and the ability to prioritize tasks appropriately., • Self-starter with the willingness to learn and work independently., • Represent BSI by attending client-sponsored events, fostering strong relationships and brand presence., • Bilingual candidates (English/Spanish) are encouraged to apply; bilingual proficiency is a plus but not required. What We Offer You BSI engages in an employee-first approach as part of our team-oriented and supportive culture. We offer a variety of benefits and perks, including: • Comprehensive medical, dental, and vision benefits, • Employer-paid STD, LTD, and life insurance; voluntary supplemental life and AD&D insurance options provided, • Telemedicine and employee wellness program, • 401k plan with a generous company match, • Profit-sharing plan, • Tuition assistance and student loan repayment benefits, • Generous PTO plan and paid holidays (including your birthday!), • Hybrid work model, • Free coffee/tea at the local coffee shop located near our office, • Healthy snacks in the office, • Summer Flex Fridays, • Fun, team-spirited work environment with company events, cultural activities, and team bonding Is this the job for you? If not, feel free to share this link with someone who might be interested. Please be advised that per company policy, BSI is unable to consider candidates employed by current BSI clients. We appreciate your understanding. We continually celebrate the diverse community that different individuals cultivate. As an equal opportunity employer, we stay true to that by ensuring our workplace is anyone's workplace.

Job DescriptionDescription: Position Overview The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smooth communication between departments, and providing timely support to both clients and advisors. Key Responsibilities 1. Client and Advisor-Facing Communications o Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally. o Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service. o Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed. • CRM Maintenance:, • Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date., • Track interactions, manage contact details, and log important notes regarding client preferences or needs., • Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively., • Compliance and Documentation, • Submit weekly compliance memo to ensure accurate documentation of activities, • Maintain and track client annual meeting calendar., • Review and log all correspondence related to client interactions and ensure compliance regulations, • Monitor and report all gifting activities, ensuring they align with compliance guidelines., • Track and report non-discretionary trades, • Maintain an updated Client Relationship Summary (CRS) logRequirements: Skills & Qualifications • Education:, • Bachelor’s degree in finance, Business, or related field, or equivalent experience in the financial services industry., • Experience:, • 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm., • Knowledge of financial products, account types, and investment industry terminology., • Experience with account opening, transfer processing, and move money transactions is highly desirable., • Technical Skills:, • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)., • Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus., • Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement., • Soft Skills:, • Strong attention to detail and ability to handle sensitive client information with discretion., • Excellent communication skills, both verbal and written., • Strong problem-solving skills and the ability to troubleshoot issues independently., • Client-focused with a high level of professionalism and service orientation., • Series 65, or other relevant financial industry certifications, are a plus but not required. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.