- Manage client portfolio and develop business opportunities.
- Deliver professional, compliant insurance solutions.
- Meet licensing and compliance requirements.
- – Serve as trusted financial advisor, providing insights for long-term decisions.
- – Lead budgeting, forecasting, and financial reporting for operational alignment.
- – Manage cash flow and inventory financing, ensuring compliance and accuracy.
- – Review budgets and financial reports to ensure accuracy and accountability.
- – Advise on cost controls, forecasting, and financial risk management strategies.
- – Provide insights on revenue strategy and participate in quarterly advisory meetings.