• Ensure contractual obligations to clients including time worked and deliverables are met • Communicate regularly, proactively, and effectively with leadership, internal staff, prospects, and clients • Identify additional client needs, and offer solution based services • Maintain strict client, company, and staff confidentiality • Accurate timekeeping of both billable and non-billable work • Year-End Collaboration with CPA • Year-End Financial Reporting • Production vs Income Reporting • Due Diligence/Pro Forma Reporting • Expense Analysis • General Ledger Review • Comprehensive Sales and Production Reports • Producer Commission Management • Trust Banking Management • Trending P&L Statements • Budgeting • Carrier volume management