- – Manage and review compilation and tax filings, ensuring compliance and quality.
- – Build strong client relationships by providing proactive and responsive service.
- – Mentor and develop team members, offering technical guidance and performance feedback.
- – Manage client relationships, ensuring 95%+ retention and contract renewals.
- – Identify and close new business opportunities, owning the full sales cycle.
- – Analyze market trends to deliver data-driven workforce solutions and strategies.
- Build and maintain strong relationships with clients and brokers.
- Achieve sales targets and manage a portfolio of group benefits.
- Collaborate with teams to deliver tailored solutions and client support.