• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team

• Investigate, gather, and prepare policy information requested by NY DFS auditors. • Research and locate policy records from active, dormant, legacy, and physical files. • Compile, review, and package audit response materials for submission within required timeframes. • Validate the accuracy and completeness of policy information and supporting documentation. • Coordinate with internal departments to obtain required records and supporting materials. • Maintain detailed records of audit requests, responses, and supporting documentation. • Monitor audit deadlines and ensure timely completion of all assigned requests. • Perform additional post-issue and policy administration activities as needed.

• Title Examiners are responsible for abstracting and examining documents from the public records and providing title opinions based on the facts and documentation. • Search public records and examine titles to determine legal condition of primarily residential subdivision and possibly some metes and bounds properties. • Examination of title of moderate complexity. • Analyze docs such as deeds, mortgages, judgments, liens, probates, guardianship, bankruptcy and foreclosure documents, and make appropriate title requirements to clear title. • Must be able to draw out basic metes and bounds legal descriptions. • Must have ability to explain the chain of title, exceptions and requirements to managers and underwriters.

• Title Examiners are responsible for abstracting and examining documents from the public records and providing title opinions based on the facts and documentation. • Search public records and examine titles to determine legal condition of primarily residential subdivision and possibly some metes and bounds properties. • Examination of title of moderate complexity. • Analyze docs such as deeds, mortgages, judgments, liens, probates, guardianship, bankruptcy and foreclosure documents, and make appropriate title requirements to clear title. • Must have intermediate knowledge of Florida probate and foreclosure. • Must be able to draw out basic metes and bounds legal descriptions. • Must have ability to explain the chain of title, exceptions and requirements to managers and underwriters. • Exercise good judgment within defined policies and procedures. • Participates in special projects and miscellaneous duties as assigned by management.