• Prepare correspondence, reports, and coordinate special projects • Oversee projects, administration of various programs, and processing functions as needed • Drive client facing activity in the practice by scheduling meetings with clients • Update Salesforce with client contact and preference information • Assist Lead Advisors with preparation and follow up for client meetings • Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on • Research products, product pricing and contacting carriers for information • Answer basic questions for clients • Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve • Set up and retrieve reports in the portfolio management system • Other responsibilities as assigned by the Lead Advisor

The Area Manager serves as the operational leader for a designated TEiC area, responsible for establishing and maintaining area customers, preparing estimates and proposals, and providing cradle-to-grave project leadership. This position plays a pivotal role in driving business growth and ensuring project success through strategic decision-making, effective communication, and leadership. Essential Roles and Responsibilities: Technical Acumen - Utilize estimating templates to prepare estimates and review all area estimates for accuracy. - Approve and facilitate the transition of estimates to proposals, ensuring alignment with company standards and strategies.   Project Execution - Submit proposals through internal TEiC commercial processes, ensuring compliance and accuracy. - Monitor TEiC project activities to ensure adherence to company procedures and policies. - Lead internal and external reviews of area projects from sales identification through project closeout. Collaboration - Collaborate with stakeholders to align bid decisions with short and long-term business objectives. - Cultivate and maintain relationships with new and existing customers, in alignment with sales strategy and partnering with BPI sales staff.   Customer Focus - Lead internal RFQ evaluation process, recommending bid or no-bid decisions based on area, region, and company strategies. - Provide project status updates to senior leadership, communicating challenges and recommending timely corrective actions.   Critical Thinking - Lead risk analysis for project issues, recommending solutions that align with TEiC's short-term and long-term strategies. - Proactively identify and address project risks to mitigate potential impacts on project outcomes. -   Organizational Leadership - Evaluate the effectiveness of TEiC project leadership, providing coaching and mentorship to facilitate positive change and recommending personnel changes when necessary. - Effectively communicate project status, challenges, and recommendations to senior leadership, fostering transparency and accountability.   Continuous Improvement - Complete all commercial, operational, and company reporting requirements within assigned deadlines.

The Area Manager serves as the operational leader for a designated TEiC area, responsible for establishing and maintaining area customers, preparing estimates and proposals, and providing cradle-to-grave project leadership. This position plays a pivotal role in driving business growth and ensuring project success through strategic decision-making, effective communication, and leadership. Essential Roles and Responsibilities: Technical Acumen - Utilize estimating templates to prepare estimates and review all area estimates for accuracy. - Approve and facilitate the transition of estimates to proposals, ensuring alignment with company standards and strategies.   Project Execution - Submit proposals through internal TEiC commercial processes, ensuring compliance and accuracy. - Monitor TEiC project activities to ensure adherence to company procedures and policies. - Lead internal and external reviews of area projects from sales identification through project closeout. Collaboration - Collaborate with stakeholders to align bid decisions with short and long-term business objectives. - Cultivate and maintain relationships with new and existing customers, in alignment with sales strategy and partnering with BPI sales staff.   Customer Focus - Lead internal RFQ evaluation process, recommending bid or no-bid decisions based on area, region, and company strategies. - Provide project status updates to senior leadership, communicating challenges and recommending timely corrective actions.   Critical Thinking - Lead risk analysis for project issues, recommending solutions that align with TEiC's short-term and long-term strategies. - Proactively identify and address project risks to mitigate potential impacts on project outcomes. -   Organizational Leadership - Evaluate the effectiveness of TEiC project leadership, providing coaching and mentorship to facilitate positive change and recommending personnel changes when necessary. - Effectively communicate project status, challenges, and recommendations to senior leadership, fostering transparency and accountability.   Continuous Improvement - Complete all commercial, operational, and company reporting requirements within assigned deadlines.

The Area Manager serves as the operational leader for a designated TEiC area, responsible for establishing and maintaining area customers, preparing estimates and proposals, and providing cradle-to-grave project leadership. This position plays a pivotal role in driving business growth and ensuring project success through strategic decision-making, effective communication, and leadership. Essential Roles and Responsibilities: Technical Acumen - Utilize estimating templates to prepare estimates and review all area estimates for accuracy. - Approve and facilitate the transition of estimates to proposals, ensuring alignment with company standards and strategies.   Project Execution - Submit proposals through internal TEiC commercial processes, ensuring compliance and accuracy. - Monitor TEiC project activities to ensure adherence to company procedures and policies. - Lead internal and external reviews of area projects from sales identification through project closeout. Collaboration - Collaborate with stakeholders to align bid decisions with short and long-term business objectives. - Cultivate and maintain relationships with new and existing customers, in alignment with sales strategy and partnering with BPI sales staff.   Customer Focus - Lead internal RFQ evaluation process, recommending bid or no-bid decisions based on area, region, and company strategies. - Provide project status updates to senior leadership, communicating challenges and recommending timely corrective actions.   Critical Thinking - Lead risk analysis for project issues, recommending solutions that align with TEiC's short-term and long-term strategies. - Proactively identify and address project risks to mitigate potential impacts on project outcomes. -   Organizational Leadership - Evaluate the effectiveness of TEiC project leadership, providing coaching and mentorship to facilitate positive change and recommending personnel changes when necessary. - Effectively communicate project status, challenges, and recommendations to senior leadership, fostering transparency and accountability.   Continuous Improvement - Complete all commercial, operational, and company reporting requirements within assigned deadlines.