Job Postings
Registered Client Associate
General Job Description: The Registered Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide account management, client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Registered Client Associate provides operational assistance through practice management (organizes Financial Services team logistics, maintains contact management information systems, and
LD&B Insurance and Financial Services
Business Insurance Agent
General Job Description The Business Insurance Agent is a confident and self-motivated individual responsible for identifying and soliciting prospective new clients, preparing and presenting insurance options and proposals to prospective and existing clients, and responding to client needs throughout the client lifecycle. The Business Insurance Agent will establish, build and maintain business relationships with clients, carrier partners, vendors and centers of influence in the community. This individual
LD&B Insurance and Financial Services
Personal Lines Account Representative (Bilingual Preferred)
*This position may be offered as an Associate Account Representative depending on experience and qualifications.General Job Description The Personal Lines Account Representative is an energetic professional interested in helping our business grow through constructive, empathetic conversations and by providing remarkable customer service. This individual must be a self-starter who thrives in a fast-paced, team environment and who exhibits exceptional interpersonal relationship skills. The successful
LD&B Insurance and Financial Services