ExpertHiring

Client Partner

• Provide service to clients in conjunction with the Risk Advisor and/or Executive Client Manager
• Become familiar with all assigned clients and ensure they are well serviced
• Manage the new business and renewal process, review risk management surveys
• Identify exposure to loss and advise clients on appropriate coverages
• Understand complex coverages and class code assignments
• Conduct proactive analysis of underwriting data, including Loss Ratios, Experience Modification Ratings, and Audit Dispute Resolution
• Develop marketing plans with Risk Advisor, Executive Client Manager, and/or insured
• Complete submissions to market new and renewal accounts to insurance carriers
• Prepare proposals, negotiate coverage terms, pricing, and commissions
• Work with underwriters to obtain additional information from clients
• Create and manage client and insurance company facing documents, including Statement of Values, Schedules, etc.
• Work with Risk Control Department to monitor complex or significant risk control and claims issues
• Conduct contract and lease reviews to advise clients on risk and compliance issues
• Review Certificates of Insurance for compliance with Contracts, Leases, etc., and provide guidance/training to clients on these tasks
• Maintain positive client and insurance company relationships
• Explain payment requirements to new and existing clients
• Maintain positive relationships with appropriate personnel at client firms to assure retention of accounts
• Oversee, direct, plan, schedule, and mentor the work of your HPT
• Train and give technical supervision to the HPT members
• Demonstrate exceptional negotiating, decision-making, advanced knowledge of coverages, and sales skills
• Maintain high-level relationships with underwriters
• Support and communicate with the Risk Advisor to develop and retain accounts
• Independently conduct client meetings, trainings, and deliver proposals to clients
• Demonstrate exceptional attention to detail and the technical insurance knowledge necessary to identify discrepancies, coverage issues, and documentation errors
• Inform Supervisor/Manager of all matters that may give rise to an E&O claim.

Senior Client Manager – Property & Casualty

• Lead and review preparation of complex tax returns for corporations, partnerships, and individuals.
• Provide strategic tax planning and advisory services to minimize client tax liabilities.
• Research and analyze complex tax issues, ensuring compliance with evolving regulations.
• Supervise and mentor staff, ensuring quality and development of team members.
• Collaborate with clients to understand business needs and deliver tailored tax solutions.
• Support tax accounting, compliance, and consulting engagements.

Tax Manager

Attorney

• Argue contested hearings, temporary orders hearings, and family law trials
• Lead mediations and adversarial settlement negotiations
• Conduct depositions and prepare clients and witnesses for testimony
• Develop litigation strategies and take over matters when negotiations fail
• Review and revise motions, pleadings, and responses prepared by the drafting/paralegal team
• Guide clients through court appearances with a trauma-informed and client-centered approach
• Serve as the lead courtroom advocate while leveraging internal support teams for drafting, intake, and trial preparation
• Collaborate with dedicated paralegals responsible for exhibit binders, trial notebooks, and hearing preparation

Senior Client Manager – Property & Casualty

Tax Manager

Family Law Litigation Attorney