A Healthier Future Starts With You

As a Head Coach (General Manager), you're the leader, strategist, and mentor of your store. You'll inspire your team, drive operational excellence, and deliver exceptional guest experiences using data-driven insights to build healthier communities through real food.

What You’ll Do

Lead your team by balancing people, operations, and business performance. Build an inclusive culture while coaching talent, using technology to optimize operations and drive profitability. Maintain high standards of food quality, safety, and cleanliness while adapting to a dynamic environment.

Essential Functions

• People + Team Leadership: Lead the full employee lifecycle while fostering a culture of trust, transparency, and inclusion. Ensure compliance, deliver timely feedback, and develop a strong, diverse talent pipeline.
• Food Safety + Operations: Maintain high standards for food safety, cleanliness, and equipment maintenance, resolving facility, supply, and food quality issues while prioritizing team safety.
• Customer Experience: Deliver clean, hospitable, and brand-aligned experiences, acting on guest metrics and making data-informed business decisions.
• Financial + Business Acumen: Drive sales and profit by analyzing reports, managing costs, executing strategic plans, and creating effective schedules aligned with business goals.
• Systems, Process + Technology: Operate and support all systems, troubleshoot issues, and prioritize daily operations to ensure smooth business and guest experiences.
• Execute Head Coach Career Path Duties: Perform all essential functions outlined in the Assistant Coach role, including those from the Shift Leader, Kitchen Lead, and Team Member roles.

What Makes You Stand Out

• Experience in high-volume, fast-paced restaurants.
• Hands-on experience with local, organic, and sustainable products
• ServSafe Manager or Regional Manager Food Safety Certification
• Tech-savvy and comfortable using digital tools for operations, reporting, and team communication
• Strong financial acumen: managing budgets, labor, and P&L effectively
• Proven experience hiring, coaching, and developing high-performing teams
• Exceptional adaptability and problem-solving in fast-paced, dynamic environments
• Data-driven mindset with curiosity to identify and implement operational improvements
• Commitment to operational excellence, hospitality, and team engagement
• Experience in fast-casual or retail operations is a plus

Minimum Requirements

• Meet all physical requirements of all roles within the career path of the Head Coach including Assistant Coach role, Shift Leader, Kitchen Lead, and Team Member.
• 3+ years in food service, with at least 2 years in hands-on management
• Experience hiring, developing, training, and motivating team members
• Skilled in planning, managing, and forecasting financials, labor, and inventory
• Hands-on experience managing and optimizing processes in a fast-paced environment
• Proven ability to lead and mentor teams collaboratively

What Perks You’ll Get

• Competitive base salary + 20% bonus potential
• Medical, dental, + vision plans
• Paid vacation + wellness time
• 401(k) program
• Paid family leave
• Complimentary greens and Sweetgreen swag
• Opportunities to impact your team, community, and business
• A collaborative team that lives our core values
• Clear career path for personal and professional development

Who We Are

Sweetgreen is a national restaurant brand dedicated to building healthier communities by connecting people to real food. Since 2007, Sweetgreen has reimagined fast food to be fresh, flavorful, and rooted in relationships with farmers and communities. As we grow, we are committed to developing our people in our restaurants and at our support center, so that everyone can be part of the movement. When you join Sweetgreen, you not only invest in your own future but help create spaces where food, people, and purpose come together.

Retail Store Associate - Full Time

Type of Work: Full-Time 
Shift Availability: Open availability including weekdays, evenings, weekends, and holidays is required.
Hourly Pay Rate: $15.00/hr
Location: 3811 Tyrone Blvd N, St. Petersburg, FL 33709

About the Role:

As a Retail Sales Associate at Curaleaf, you’ll be the face of our brand and the go-to expert for our customers, helping them explore our cannabis products and delivering top-tier service with every interaction.

You’ll play a key role in creating a welcoming, informative, inclusive, and engaging experience, helping guests explore our products and find the right fit for their needs. Whether you’re recommending new items, handling purchases at the register, or chatting with a first-time shopper, you’ll be building trust and showcasing what makes Curaleaf special. If you’re passionate about cannabis, love working with people, and enjoy a fast-paced retail environment, this is the place for you.

What You’ll Do:

• Customer Experience & Teamwork

  • Greet and assist all guests in a warm, professional manner to ensure an exceptional customer experience.

  • Build strong and genuine connections with customers, ask thoughtful questions, and offer personalized product advice.

  • Address concerns with professionalism and resolve issues to ensure customer satisfaction.

  • Encourage loyalty by signing guests up for rewards programs.

  • Work closely with your team to ensure a respectful, inclusive, and upbeat atmosphere.

• Operations & Store Standards

  • Help open and close the store, handle cash, and follow all procedures and regulations.

  • Check IDs, update customer profiles, and process transactions accurately.

  • Keep the store clean, organized, and fully stocked, from the sales floor to the backroom.

  • Support inventory tasks like restocking, fulfilling online orders, and counting products.

• Sales & Performance

  • Consistently meet (and beat!) daily sales goals by upselling, building trust, and using your product knowledge.

  • Highlight deals and complementary items at checkout to boost customer satisfaction.

  • Stay on top of promotions and product updates to give customers a seamless experience.

  • Stay agile and adaptable in a fast-paced, ever-changing retail environment.

  • Take on extra duties as needed to support the team and store success.

What You’ll Bring:

• A high school diploma or GED.

• At least 6 months of experience in a customer-facing or sales role, with a strong focus on service and satisfaction.

• A minimum of 6 months of experience using point-of-sale (POS) systems and handling cash transactions accurately.

• The ability to thrive both independently and as part of a team in a fast-paced, compliance-driven environment.

• Flexibility to work various shifts, including evenings, weekends, holidays, and occasional overnights.

• Excellent communication skills, with the ability to connect with customers and team members alike.

• Strong multitasking abilities and the agility to shift priorities as needed.

• Comfort with technology and a willingness to learn new tools to support daily operations and customer engagement.

• Solid time management and organizational skills to stay on top of tasks and responsibilities.

• Effective de-escalation techniques and a calm, solution-oriented approach to handling customer concerns.

• Basic proficiency in math and computer applications to support transactions and reporting.

• A positive, proactive mindset when resolving customer issues, always aiming for a great guest experience.

• Strong conflict resolution skills and the ability to remain composed under pressure.

• Initiative and a team-first attitude, with a readiness to support store leadership and contribute to overall success.

• A natural ability to build rapport and maintain lasting customer relationships.

• A collaborative spirit and a commitment to working well within a team environment.

Even Better If You Have:

• A background in a sales role with a focus on tracking KPIs and meeting sales targets.

• Familiarity with e-commerce systems and order fulfillment processes.

• Previous experience within a regulated retail setting.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this Job, the employee is regularly required to stand for extended periods of time, walk, talk or hear, stoop, kneel, crouch or crawl, use hands and fingers to feel, reach with hands and arms, and lift up to 25 pounds. The employee is occasionally required to climb, balance, and lift up to 50 pounds.  This position requires close vision (clear vision at 20 inches or less).

Work Environment:

This position has allergen warnings including potential exposure to dust, pollen, and plant pathogens, and requires the ability to work in confined spaces, have a high stress tolerance, adaptability, and be flexible to work in an ever-changing environment.

The SSL Store Introduction
The SSL Store, a subsidiary of DigiCert, Inc., is a fast-growing distributor of cybersecurity products located right in the heart of beautiful downtown St. Petersburg. The SSL Store™ is a global leader in the SSL/PKI industry, helping more than 250,000 businesses around the world protect their websites, employees, and customers against cybercrime. We’re always seeking fun, exciting and creative individuals who want to help us deliver the best cybersecurity tech that keeps people safe online.

Job summary
At The SSL Store, owned by Rapid Web Services, LLC, the IT Administrator is more than just some back-end support staffer. Responsibilities include supporting 3rd party and proprietary software and hardware implementation and maintenance. Of course, your primary focus is to keep the office running seamlessly, this includes resolving issues with employees’ workstation computers, phones and our internal network but you may also be called on to perform a variety of moderately complex support duties including but not limited to: implementation and maintenance of Laptops, Desktops, Computer Peripherals, Active Directory domain controllers and servers, application servers, file servers, phone systems, software (i.e.. Office 365, Windows OS, Mac OS, Email / Phone administration). A working knowledge of web-hosting environments and/or AWS configuration is a plus.

What you will do

• Providing assistance in the use, installation, and maintenance of workstation and domain computers and printers.
• Setting up and configuring desktop, laptop and mac hardware as well as peripherals to ensure smooth daily workflows.
• Installing and configuring software and accounts assigned to employees with respect to their department.
• Administering employee accounts (i.e.: Active Directory, VPN, Office 365, Email accounts, Phone accounts, Support Desk Tools, etc.…).
• Assisting with Password and Security Credential assignment, safe-keeping, and maintenance.
• Conducting inventory and asset management.
• Documenting existing and future business processes.
• Creating scripts for automated internal processes.
• Providing basic troubleshooting, repair and maintenance of computer and phone equipment in a timely fashion.
• Staying up to speed with modern technologies, techniques, and methodologies.
• Providing guidance and insight on latest technologies and methodologies to help the team learn and adapt so that we collectively become more productive, work smarter and more efficiently.
• Monitoring internal network performance and provide suggestions and solutions to issues.
• Working with software developers to configure web hosting environments in-house and in the cloud.

What you will have

• 2+ years of experience in IT administration.
• Strong computer & Microsoft Office skills.
• Experience in networking infrastructure and configuration.
• Great oral and written communication.
• Thrives in a fast-paced environment.
• Ability to quickly context switch between different platforms, infrastructures, etc.
• Satisfactory passing of a background check.

Benefits

DigiCert offers a competitive benefits package for all of our full-time employees. 

DigiCert is an Equal Opportunity employer and is committed to diversity in its workforce. In compliance with applicable federal and state laws, DigiCert prohibits discrimination on the basis of race or ethnicity, religion, color, national origin, sex, age, sexual orientation, gender identity/expression, veteran’s status, status as a qualified person with a disability, or genetic information. Individuals from historically underrepresented groups, such as minorities, women, qualified person with disabilities, and protected veterans are strongly encouraged to apply.

#LI-KK1

Retail Sales Associate - Part Time

Shift Availability: 10 - 25 hours - availability on weekends strongly preferred
Hourly Pay Rate: $15.00/hr.
Location: 3811 Tyrone Blvd N, St. Petersburg, FL 33709

About the Role:

As a Retail Sales Associate at Curaleaf, you’ll be the face of our brand and the go-to expert for our customers, helping them explore our cannabis products and delivering top-tier service with every interaction.

You’ll play a key role in creating a welcoming, informative, inclusive, and engaging experience, helping guests explore our products and find the right fit for their needs. Whether you’re recommending new items, handling purchases at the register, or chatting with a first-time shopper, you’ll be building trust and showcasing what makes Curaleaf special. If you’re passionate about cannabis, love working with people, and enjoy a fast-paced retail environment, this is the place for you.

What You’ll Do:

• Customer Experience & Teamwork

  • Greet and assist all guests in a warm, professional manner to ensure an exceptional customer experience.

  • Build strong and genuine connections with customers, ask thoughtful questions, and offer personalized product advice.

  • Address concerns with professionalism and resolve issues to ensure customer satisfaction.

  • Encourage loyalty by signing guests up for rewards programs.

  • Work closely with your team to ensure a respectful, inclusive, and upbeat atmosphere.

• Operations & Store Standards

  • Help open and close the store, handle cash, and follow all procedures and regulations.

  • Check IDs, update customer profiles, and process transactions accurately.

  • Keep the store clean, organized, and fully stocked, from the sales floor to the backroom.

  • Support inventory tasks like restocking, fulfilling online orders, and counting products.

• Sales & Performance

  • Consistently meet (and beat!) daily sales goals by upselling, building trust, and using your product knowledge.

  • Highlight deals and complementary items at checkout to boost customer satisfaction.

  • Stay on top of promotions and product updates to give customers a seamless experience.

  • Stay agile and adaptable in a fast-paced, ever-changing retail environment.

  • Take on extra duties as needed to support the team and store success.

What You’ll Bring:

• A high school diploma or GED.

• At least 6 months of experience in a customer-facing or sales role, with a strong focus on service and satisfaction.

• A minimum of 6 months of experience using point-of-sale (POS) systems and handling cash transactions accurately.

• The ability to thrive both independently and as part of a team in a fast-paced, compliance-driven environment.

• Flexibility to work various shifts, including evenings, weekends, holidays, and occasional overnights.

• Excellent communication skills, with the ability to connect with customers and team members alike.

• Strong multitasking abilities and the agility to shift priorities as needed.

• Comfort with technology and a willingness to learn new tools to support daily operations and customer engagement.

• Solid time management and organizational skills to stay on top of tasks and responsibilities.

• Effective de-escalation techniques and a calm, solution-oriented approach to handling customer concerns.

• Basic proficiency in math and computer applications to support transactions and reporting.

• A positive, proactive mindset when resolving customer issues, always aiming for a great guest experience.

• Strong conflict resolution skills and the ability to remain composed under pressure.

• Initiative and a team-first attitude, with a readiness to support store leadership and contribute to overall success.

• A natural ability to build rapport and maintain lasting customer relationships.

• A collaborative spirit and a commitment to working well within a team environment.

Even Better If You Have:

• A background in a sales role with a focus on tracking KPIs and meeting sales targets.

• Familiarity with e-commerce systems and order fulfillment processes.

• Previous experience within a regulated retail setting.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this Job, the employee is regularly required to stand for extended periods of time, walk, talk or hear, stoop, kneel, crouch or crawl, use hands and fingers to feel, reach with hands and arms, and lift up to 25 pounds. The employee is occasionally required to climb, balance, and lift up to 50 pounds.  This position requires close vision (clear vision at 20 inches or less).

Work Environment:

This position has allergen warnings including potential exposure to dust, pollen, and plant pathogens, and requires the ability to work in confined spaces, have a high stress tolerance, adaptability, and be flexible to work in an ever-changing environment.

Retail Sales Associate - Part Time

Shift Availability: 20 - 30 hours - availability on weekends strongly preferred
Hourly Pay Rate: $15.00/hr.
Location: 5935 4th St N, St. Petersburg, FL 33703

About the Role:

As a Retail Sales Associate at Curaleaf, you’ll be the face of our brand and the go-to expert for our customers, helping them explore our cannabis products and delivering top-tier service with every interaction.

You’ll play a key role in creating a welcoming, informative, inclusive, and engaging experience, helping guests explore our products and find the right fit for their needs. Whether you’re recommending new items, handling purchases at the register, or chatting with a first-time shopper, you’ll be building trust and showcasing what makes Curaleaf special. If you’re passionate about cannabis, love working with people, and enjoy a fast-paced retail environment, this is the place for you.

What You’ll Do:

• Customer Experience & Teamwork

  • Greet and assist all guests in a warm, professional manner to ensure an exceptional customer experience.

  • Build strong and genuine connections with customers, ask thoughtful questions, and offer personalized product advice.

  • Address concerns with professionalism and resolve issues to ensure customer satisfaction.

  • Encourage loyalty by signing guests up for rewards programs.

  • Work closely with your team to ensure a respectful, inclusive, and upbeat atmosphere.

• Operations & Store Standards

  • Help open and close the store, handle cash, and follow all procedures and regulations.

  • Check IDs, update customer profiles, and process transactions accurately.

  • Keep the store clean, organized, and fully stocked, from the sales floor to the backroom.

  • Support inventory tasks like restocking, fulfilling online orders, and counting products.

• Sales & Performance

  • Consistently meet (and beat!) daily sales goals by upselling, building trust, and using your product knowledge.

  • Highlight deals and complementary items at checkout to boost customer satisfaction.

  • Stay on top of promotions and product updates to give customers a seamless experience.

  • Stay agile and adaptable in a fast-paced, ever-changing retail environment.

  • Take on extra duties as needed to support the team and store success.

What You’ll Bring:

• A high school diploma or GED.

• At least 6 months of experience in a customer-facing or sales role, with a strong focus on service and satisfaction.

• A minimum of 6 months of experience using point-of-sale (POS) systems and handling cash transactions accurately.

• The ability to thrive both independently and as part of a team in a fast-paced, compliance-driven environment.

• Flexibility to work various shifts, including evenings, weekends, holidays, and occasional overnights.

• Excellent communication skills, with the ability to connect with customers and team members alike.

• Strong multitasking abilities and the agility to shift priorities as needed.

• Comfort with technology and a willingness to learn new tools to support daily operations and customer engagement.

• Solid time management and organizational skills to stay on top of tasks and responsibilities.

• Effective de-escalation techniques and a calm, solution-oriented approach to handling customer concerns.

• Basic proficiency in math and computer applications to support transactions and reporting.

• A positive, proactive mindset when resolving customer issues, always aiming for a great guest experience.

• Strong conflict resolution skills and the ability to remain composed under pressure.

• Initiative and a team-first attitude, with a readiness to support store leadership and contribute to overall success.

• A natural ability to build rapport and maintain lasting customer relationships.

• A collaborative spirit and a commitment to working well within a team environment.

Even Better If You Have:

• A background in a sales role with a focus on tracking KPIs and meeting sales targets.

• Familiarity with e-commerce systems and order fulfillment processes.

• Previous experience within a regulated retail setting.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this Job, the employee is regularly required to stand for extended periods of time, walk, talk or hear, stoop, kneel, crouch or crawl, use hands and fingers to feel, reach with hands and arms, and lift up to 25 pounds. The employee is occasionally required to climb, balance, and lift up to 50 pounds.  This position requires close vision (clear vision at 20 inches or less).

Work Environment:

This position has allergen warnings including potential exposure to dust, pollen, and plant pathogens, and requires the ability to work in confined spaces, have a high stress tolerance, adaptability, and be flexible to work in an ever-changing environment.

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.   

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.    

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients. The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, provide sound financial planning advice and counsel, and work closely with all members of the Waverly team to exceed client expectations. You will be expected to help grow Waverly’s business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.  

A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency, flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities. 

Wealth Advisor Responsibilities: 

• Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations. 

• Develop and manage existing client relationships, including ongoing client contact and communications. 

• Actively participate in the development of new business and networking opportunities. 

• Implement financial plans for clients including coordination of estate, insurance and tax strategies.  

• Work with the firm’s investment team to incorporate clients’ investment strategies with their planning objectives.   

• Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.  

• Communicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks.  

• Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team.  

• Adheres to Waverly policies to maintain compliance with SEC regulations. 

Travel:  

• Periodic travel to client meetings or events, occasionally out-of-state.  

Required Qualifications and Skills:  

• Minimum 5-7 years’ experience in financial services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities. 

• Ability to work in-office 4-5 days a week for the first 2 years of employment.  

• A self-motivated, highly driven and entrepreneurial personality.  

• Proven ability to network with prospective clients and centers of influence. 

• Possess active listening and critical thinking skills.  

• Demonstrate a client-first attitude.  

• Act as a team player, with strong coaching and leadership skills.  

• Desire to work successfully in an intimate, fast-growing, entrepreneurial organization. 

• Bachelor’s Degree from an accredited college or university.  

• CFP designation strongly preferred. 

• Series 65, CFP, or CFA required. 

Physical Requirements:  

• Prolonged periods of sitting or standing at a desk and working on a computer. 

• Must be able to access and navigate each department at the organization’s facilities. 

Benefits:   

• Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.  

• 401(k) retirement plan with match and profit sharing to help you invest in your future.  

• Twelve paid holidays each year.  

• An extra vacation day during your birthday week—so you can celebrate you!  

• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.    

• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.   

• Compensation commensurate with experience.  

Legal:   

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.  

Job summary

DigiCert is seeking a Marketing Manager to lead go-to-market strategies for our SMB-focused cybersecurity SaaS products. You’ll be joining a small, agile team operating within a larger brand—expect to wear multiple hats, get hands on with the products, and have real ownership over your work.

This is a hybrid role requiring 2 days/week in-office (lunch provided), with the flexibility and encouragement to come in more often as your schedule allows.

This role is a good fit for marketers who have:

• Strong aptitude for working with technical products and technical audiences (web hosting, cybersecurity, web development, etc.)
• Ability to build deep product/customer/market knowledge and translate that into compelling positioning and messaging.
• Experience driving revenue/growth through digital marketing channels such as conversion rate optimization (CRO), upselling/cross-selling, email marketing/automation, search engine optimization (SEO), search engine marketing (SEM), and digital advertising (PPC).

What you will do

• Build a deep understanding of our products, the problems they solve, how customers use them, and how they compare to competing products.
• Plan marketing campaigns/tactics to achieve our current goals (eg. SaaS signups).
• Work with our creative resources (in-house and freelance) to create stand-out marketing campaigns with clear, compelling messages and engaging visuals.
• Launch, manage, and iterate marketing campaigns to efficiently achieve their KPIs.
• Use analytics to measure and optimize key metrics, including conversion rate, free-trial upgrade rate, retention rate, CLV, etc.
• Work together to test and iterate new tactics to continue meeting our goals in a new world of zero-click searches, generative AI, and link-free social media feeds.

What you will have

• 5+ years of relevant marketing experience, with an emphasis on driving measurable revenue.
• Experience working in website technology (web hosting, web development, etc.) and/or cybersecurity—able to understand, use, and converse fluently about products in the space.
• Relevant education (for example: bachelor’s degree in marketing; industry certifications such as CXL, Hubspot, MECLABS Institute, DigitalMarketer; or other relevant professional certifications or education).
• Experience working with several digital marketing channels such as email, SEM, digital advertising, ABM, SEO, etc.
• Proven ability to develop and communicate marketing messages that drive conversions (product positioning, copywriting, value proposition development, etc.)
• Experienced working with analytics tools such as Google Analytics, PowerBI, Google Looker Studio, etc.
• Proven ability to learn technical topics and understand/communicate with highly technical audiences.

Nice to have

• Experience in B2B SaaS / cybersecurity / web hosting industries
• Experience in entrepreneurial/startup environments
• Hands-on experience related to websites, web hosting, servers, etc.

Benefits

• Generous time off policies
• Top shelf benefits
• Education, wellness and lifestyle support

DigiCert offers a competitive benefits package for all of our full-time employees. 

DigiCert is an Equal Opportunity employer and is committed to diversity in its workforce. In compliance with applicable federal and state laws, DigiCert prohibits discrimination on the basis of race or ethnicity, religion, color, national origin, sex, age, sexual orientation, gender identity/expression, veteran’s status, status as a qualified person with a disability, or genetic information. Individuals from historically underrepresented groups, such as minorities, women, qualified person with disabilities, and protected veterans are strongly encouraged to apply.

#LI-KK1

Are you the type of paralegal who takes ownership of your cases and ensures every detail is handled correctly the first time?

Do you thrive in a fast-paced legal environment where strong drafting, organization, and accountability make the difference between a case running smoothly and falling apart?

Are you someone who takes pride in your craft — someone who notices issues before they become problems and solves them without needing constant direction?

Final question: When faced with a challenge, do you get excited or run away?

** IMPORTANT: TO APPLY **

If you have any questions, please email recruit@crisp.co only.

• Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

**RECRUITERS DO NOT CONTACT**

At Lopez Law Group, we are committed to providing top-tier legal services with a focus on integrity, professionalism, and client empowerment. Based in St. Petersburg, Florida, our team is dedicated to delivering exceptional and affordable legal solutions to individuals and families facing a wide range of legal challenges. We take pride in offering comprehensive support and personalized guidance to help our clients navigate even the most complex matters with confidence.

With that being said, we are looking for a dedicated Paralegal to join our team. As a vital member of our firm, you will work closely with our lead attorneys—reporting directly to senior management—to manage case files, draft legal documents, and perform comprehensive legal research. This role is critical in ensuring that our legal operations are executed with precision and consistency.

We are seeking not only a skilled professional but also someone who is committed to a long-term career with our organization. If you are looking for a stable opportunity where you can grow and contribute over the years, we want to hear from you.

Case Management:

• Maintain accurate case activity, deadlines, and task management within PracticePanther, ensuring all filings, communications, and case milestones are properly documented.
• Support attorneys in managing civil litigation matters by preparing filings, organizing discovery materials, coordinating deadlines, and ensuring cases move forward without unnecessary delays.
• Manage cases from early stages through resolution by maintaining organization, documentation, and workflow discipline.
• Track and enter billable time consistently and accurately, maintaining disciplined timekeeping practices aligned with the firm’s performance expectations.
• Coordinate with attorneys, clients, opposing counsel, and court personnel to ensure filings, deadlines, and case developments are properly communicated and documented.

Legal Drafting & Documentation:

• Draft pleadings, motions, discovery requests and responses, subpoenas, and other litigation documents with a strong attention to detail.
• Prepare exhibits, affidavits, and supporting documentation required for filings and hearings.
• File documents through the Florida E-Filing Portal accurately and in compliance with court requirements.

Legal Research:

• Conduct legal research using tools such as LexisNexis or similar legal research platforms.
• Properly cite legal authority and summarize relevant case law to assist attorneys in case preparation and litigation strategy.

Client Communication & File Support:

• Maintain consistent communication with clients to gather documentation and provide updates as needed.
• Ensure case files remain organized, current, and easily accessible for attorneys and staff.

Deadline & Workflow Management:

• Track and manage litigation deadlines, hearings, discovery responses, and case milestones.
• Maintain strong organization across multiple active files and ensure nothing falls through the cracks.

Professional Ownership & Accountability:

• Take responsibility for the quality and accuracy of your work product.
• Identify potential issues in case files, deadlines, or documentation early and bring solutions or corrective actions forward before problems escalate.
• Approach your work as a steward of the firm’s reputation and legal standards.

What We’re Looking For:

Experience:

• 3–5 years of experience working as a paralegal in a law firm environment.
• Experience working within legal case management systems such as PracticePanther or similar and Lead Docket or similar, with the ability to manage tasks, deadlines, and case information accurately.
• Experience supporting civil litigation matters (including discovery, motion practice, and court filings) is strongly preferred but not required for the right candidate.
• Ability to manage a high-volume caseload (often 40–80 active matters) while maintaining organization, accuracy, and deadline discipline
• Documented paralegal certification strongly preferred.

Litigation Drafting Ability:

• Strong legal writing skills with experience drafting pleadings, motions, discovery responses, and other litigation documents.

Attention to Detail:

• Exceptional attention to detail and the ability to maintain accuracy across multiple case files and deadlines.

Ownership Mentality:

• A self-starter who takes initiative, works independently, and does not require constant direction.

Analytical Thinking:

• Strong ability to review case materials, identify important facts, and ensure documentation is accurate and complete.

Organization & Time Management:

• Ability to manage a high-volume caseload while maintaining organization, prioritization, and accuracy.

Communication Skills:

• Clear and professional written and verbal communication with clients, attorneys, and court personnel.

Professional Discipline:

• Calm, focused, and reliable under pressure, with a commitment to producing high-quality legal work.

Why You Should Work Here:

• Comprehensive Benefits: Enjoy health insurance, 401(k) matching up to 4%, three weeks of PTO annually, and more.
• Ownership and Responsibility: We trust our team members to take ownership of their work. As a Litigation Paralegal, you will have the autonomy to manage case files, maintain deadlines, and contribute meaningfully to the success of the legal team.
• A Professional, Growth-Oriented Environment: Join a firm that values professionalism, accountability, and continuous improvement. You will work alongside experienced attorneys in an environment that encourages strong work ethic, skill development, and pride in producing high-quality legal work.
• Meaningful Legal Work: At Lopez Law Group, your work directly impacts real cases and real clients. You will play an active role in managing litigation files, drafting critical legal documents, and helping attorneys move cases forward with precision and discipline.

Joining The Lopez Law Group means becoming part of a firm that values professionalism, accountability, and pride in the craft of legal work. As a Litigation Paralegal, you will play a key role in ensuring cases are managed with precision, discipline, and attention to detail. This is an opportunity to take real ownership of your work while contributing meaningfully to the success of the legal team and the outcomes achieved for clients.

POSITION SUMMARY: The Employee Benefits Client Executive is responsible for delivering high-quality and efficient service to both internal and external clients through day-to-day account management of an assigned group of accounts. Builds and solidifies relationships with existing clients by providing exceptional ongoing service. In partnership with the Production Team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner:

JOB DUTIES:

• Strategic Planning and Consultation
  • Lead both long-term and short-term strategic consultation and planning efforts for client benefit programs.
  • Ensure programs and plan design are aligned with all applicable regulatory requirements.
  • Utilize intermediate knowledge of underwriting practices to analyze claims data and provide applied explanations to the client and internal team.

• Renewal and Coverage Management
  • Plan and direct the renewal process for all lines of coverage, including negotiating rate renewals and recommending carrier changes or alternative funding arrangements.
  • Direct and oversee the service teams' work assignments related to project management, claims escalation and resolution.
  • Collaborate with a Client Service Associate to verify the accuracy of presentation spreadsheets by comparing carrier proposals and assist in assembling formal proposals for clients.

• Relationship Development and Management
  • Develop strong carrier and vendor relationships to support and lead negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary
  • Coordinate with internal subject matter experts and leadership to identify current and emerging markets and products, delivering solutions aligned with clients' goals through ongoing commitment to ongoing learning and development.

• Client Communication and Education
  • Develop and deliver client communications, including presentations at client meetings, to inform and educate on benefits legislation, compliance, industry trends, and new products.
  • Field telephone inquiries as needed from both clients and their employees about their current coverage and insurance contracts, as well as general questions about insurance or benefits and regulations pertaining to insurance and benefits such as COBRA, HIPAA, and S125.
  • Make routine service calls to the client's workplace as needed within their team structure to address service issues and proactively demonstrate our high level of commitment to superior service.

• Reporting and Enrollment Management
  • Complete annual Stewardship Reports and quarterly Claims Utilization Reviews.
  • Provide technological support and conduct annual open enrollment meetings, including employee presentations.
  • Plan annual client enrollments, including the development of enrollment strategies and educational materials to help employees understand and effectively utilize their benefits.

• Process Management and Documentation
  • Adhere to established departmental and agency procedures by tracking activities, client history, communications, and accurately documenting all information within the agency system.
  • Maintain knowledge of and comply with Agency guidelines, policies, and procedures.

• Professional Development and Compliance

• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.

• Accept and apply coaching from supervisors and managers in alignment with the Agency's policies and procedures.

• Workplace Standards

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 2-15 Life & Health License Required
• Bachelor’s degree, and 5 to 7 years relevant agency experience or equivalent combination of education and experience
• Demonstrates above average business acumen related to strategy execution, interdependencies, and decision consequences
• Demonstrates positive mindset and ability to optimize performance through collaboration
• Demonstrates consistent ability to adapt in stressful situations and develop strategies for improvements in organizational effectiveness
• Demonstrates advanced skills with MS Office Suite
• Demonstrates strong ability and commitment to excellence in communication, both written and oral, through active listening, information sharing, and a focus on solutions

#LI-RH1

Primary Care Physician (MD/DO) - Job Description 

Employment Type: Full Time, Exempt (30-40 hours per week) 
Location: Tampa-St. Petersburg, FL
Total Rewards Package: Base salary, quality bonus and comprehensive benefits/leave package 

About Us:

At Herself Health, our mission is simple: “We Help Women Get More Life Out of Life, Together.” The “together” is intentional - We have built a new, collaborative model of value-based primary care for women 50+ to solve long-standing problems: Rushed appointments, long wait times, and care that's generalized, rather than specialized, to women’s preferences and concerns.  

We are thrilled to expand our whole-person clinic model to the state of Florida in 2027. Our team of colleagues is on a mission to innovate the primary care landscape for women 50+. We’re seeking passionate, mission-driven clinicians to join our growing team. Will you join us? 

About You: 
 
Our clinicians are what make Herself Health great and we have a special DNA – A passion for patient experience, clinical innovation and quality outcomes that empower women to live their best lives. We foster a culture of collaboration, excellence and the willingness to roll up our sleeves and learn as we grow. We are seeking clinicians who resonate with our mission and core values:  

Her, First. Curious, Always Learning. Own it, Act. Together, Unstoppable.     
 
The Primary Care Physician’s Role: 
 
The Primary Care Physician (MD/DO) is a key member of our interdisciplinary care team. In the role, you will evaluate our patients’ acute and chronic conditions, manage their multiple medications, mental health, socio-emotional needs, and provide empathetic patient education. The PCP will work closely with fellow clinical teammates to provide comprehensive primary care. While direct patient care is the primary focus of the position, our PCPs also assist with development, implementation, and achievement of key organizational objectives and metrics. Functioning as a value-based care model, our team of clinicians proactively and strategically manage our population’s health in accordance with IHI’s Quintuple Aim, adopt best practices in coding compliance and achieve our HEDIS quality metrics.  
 
We are also on the hunt for future talent, so Residents and Fellows at all levels are encouraged to apply! 

Core Qualifications: 

• Licensed MD/DO with board certification in Family Medicine (ABFM) or Internal Medicine (ABIM)
• Experience managing complex diseased longitudinally over time including diabetes, cardiovascular disease, menopause, thyroid disease, osteoporosis, weight management, etc. 
• Understanding or willingness to learn how to practice in a value-based care (VBC) model, including managing the cost and quality of care
• Experience managing overall patient care and devising individualized care plans
• Experience educating and counseling patients on health maintenance and disease prevention
• Experience with geriatric medicine, particularly women
• Experience with poly-pharmacy management and appropriate medication reduction
• Experience with physical and gynecological/well-woman examinations in the elderly population
• Experience working in clinical situations that required adaptability
• Strong problem-solving and critical thinking skills
• Up-to-date knowledge of medical advancements and technologies
• Alignment to Herself Health mission and dedication to providing high-quality patient care

Preferred Qualifications: 

• Experience in performing clinical procedures within scope of practice (skin biopsies, joint injection, endometrial biopsies)
• Value-based Care experience and/or VBC training
• Previous experience in a start-up or new clinic environment
• Strong technical skills with EMR (Athena preferred) and Microsoft Suite
• Experience in mentoring, precepting and/or supervision of other provider staff 

Other Qualifications: 

• Eligibility to obtain or holder of a DEA License and an NPI number
• Regular maintenance of board certification and CME requirements
• Passage of the pre-employment background check
• Eligibility and completion of registration/credentialing with Medicare and private payers
• Valid state-issued Driver’s License
• Proof of US Citizenship or Eligibility to Work in the US with a permanent resident card
• Employees in direct patient care are expected to be fully vaccinated for all communicable diseases including Hepatitis B, MMR, influenza and COVID in accordance with CDC guidelines. 

We support Equal Employment Opportunities (EEO). We are committed to an inclusive workplace. We do not discriminate based on race, religion, color, national origin, gender identity or expression, age, marital status, veteran status, disability status, parental status, political affiliation, or any other status protected by federal, state, or local laws. 

All employees of Herself Health are expected to fully understand and abide by the practice's compliance policies and procedures. Employees are provided training upon hire and annually and regularly notified of changes as needed. It is expected that all employees will report any suspected violations of any federal or state laws to their direct supervisor, Human Resources, or the Compliance Officer. 

CHEF DE CUISINE

As we prepare to reopen our St Pete location in March 2026, we are seeking a highly driven and operationally excellent Chef de Cuisine (CDC) to lead the culinary execution from day one with our new team. This role is responsible for rebuilding and developing the kitchen team, upholding our standards for clean, high-quality ingredients, and ensuring flawless execution in a fast-paced, open-kitchen environment. The CDC will play a critical leadership role in reestablishing the tone, culture, and performance standards that define this restaurant’s next chapter of success.

Location: 200 Central Ave #150 St. Petersburg, FL 33701

Naked Farmer is a pioneering farm-to-table restaurant group with multiple locations across Florida, cooking and serving scratch-made, healthy, and affordable meals. Our restaurants celebrate the seasonality of vegetables and the spirit of innovation, striving to create a sustainable food system that strengthens the connection between farmers and the community.

ABOUT THE ROLE:

As Chef De Cuisine, you will lead the culinary team in our scratch kitchen, acting as the culinary nuts-and-bolts of our restaurant. Your role will be to manage and guide your team of chefs to run an efficient kitchen where chefs love to work. With a talent for balancing culinary excellence with operational savvy, you will lead and inspire others, demonstrating both leadership and culinary skills. Your ability to maintain strong relationships with farmers, partners, and suppliers is essential, as is your oversight of daily kitchen operations, adherence to sanitation standards, and maintenance of kitchen equipment. You will be responsible for supervising food preparation, menu planning, staffing, and ensuring that every kitchen station operates smoothly.

BENEFITS:

• Competitive salary and a vibrant work culture
• Profit-sharing incentives
• Annual paid vacation
• Affordable health, dental, and vision insurance
• Opportunities for career progression within our rapidly growing company
• A complimentary Naked Farmer meal daily
• Flexible work schedule
• Parking Reimbursement

At Naked Farmer, we are cultivating the next generation chefs. Our scratch-based kitchens are a hub for individuals passionate about real, good food. Your passion for cooking delicious food will be evident as you are a farmer of people who enjoys helping other chefs master various cooking stations, ensuring each recipe is prepared consistently to showcase the best of the season. You will inspire and lead those eager to share their love for cooking and transform others into skilled chefs. If you are driven by a sense of purpose and a craving for shaping the future of food, join us on our mission to build a better food system.

YOU WILL:

• Cultivate a kitchen culture that embodies our best practices and standards, inspiring your team through every service.
• Lead and mentor the chef trainees, setting an example of culinary expertise and positivity to consistently deliver exceptional food.
• Guarantee the quality and presentation of food across all business channels, treating dine-in, pick-up, and delivery orders with equal dedication.
• Act as the go-to resource for the kitchen staff on recipe inquiries, preparation checklists, and food quality, maintaining order and consistency.
• Manage the receipt and quality control of fresh ingredients from our farm partners, and oversee inventory, supplies, and quality assurance processes.
• Organize prep lists and collaborate with the Chef Operator on food inventory and ordering to ensure the kitchen is well-prepared and organized.
• Setup your team for success on each service by managing the deployment board and prep schedules effectively.
• Perform line checks, assess readiness of food, anticipate needs, and manage potential waste to ensure seamless service.
• Set the kitchen up for success, completing all tasks with timeliness and a focus on safety.
• Introduce and test food preparation techniques that enhance kitchen efficiency, and remain open to innovative systems and processes.
• Uphold stringent kitchen operations, including storage, labeling, preparation, and safety protocols, ensuring compliance with health standards and guidelines.
• Lead in placing orders and managing kitchen facilities, and collaborate with the Chef Operator on labor and food costs.
• Grow your kitchen team through active recruitment, training, performance management, mentorship, and disciplinary procedures when necessary.

YOU HAVE:

• A minimum of 2 years' experience leading a culinary team in a high-volume setting.
• A deep passion for quality food and a desire to constantly improve.
• Strong culinary expertise with a willingness to learn and adapt.
• A proven work ethic and the ability to perform the job's physical demands, such as lifting up to 50 pounds.
• A collaborative spirit and readiness to contribute as needed.
• Respect and appreciation for your team and a commitment to fostering a positive work environment.
• Exceptional communication skills.
• A vision for mentoring and developing chefs into future restaurant leaders.
• Reliability and a consistent performance record.
• Adaptable interpersonal skills and the ability to meet new challenges with agility.
• An unwavering attention to detail.

ABOUT NAKED FARMER:

Born during a global pandemic, Naked Farmer quickly adapted, delivering fresh food directly from farm to doorstep. Our ethos is founded on resilience, transparency, and telling the story of the farmers behind our local food supply. With a commitment to becoming 100% locally-sourced, we are now embarking on an expansion phase, opening new locations and furthering our mission of transparency in sourcing and cooking while supporting local farmers, communities, and chefs. Currently operating six restaurants in Tampa Bay and South Florida, we are in the process of adding six more across the state over the next 18 months.

And yes, all employees enjoy complimentary Naked Farmer meals every day—don't miss out on the sweet potatoes.

Join us as we build the future of food together.

POSITION SUMMARY:

The successful candidate will provide client service assistance and support to specified producers and their commercial clients by telephone and E-mail. Provide ongoing support to clients in person including on-site visits to the client Assist with both new client presentations and renewals by performing the following duties:

JOB DUTIES:

• General Duties
• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept coaching and direction from supervisors and managers, in compliance with the Agency's policies and procedures.
• Ability to field telephone inquiries from clients about their current coverage and insurance contracts as well as general questions about insurance.
• Assist in the resolution of claims issues with carriers.
• Provide ongoing, in-person consulting with assigned clients to maximize our retention of accounts. This may entail coordinating service issues with the account service manager assigned to the account and, if needed, assisting personally with the resolution of complex service and billing issues Follow established departmental and agency processes and procedures, tracking activities, client history, and communication with client and documenting them in agency system.
• When requested, monitor specified producer email inbox so general and time-sensitive client service requests can be handled while they are out of the office.
• Assist CSMs with technical coverage and contract reviews.
• Renewal Clients
• Ability to work with producer to determine client's needs at renewal and then coordinate the data collection and proposal preparation of appropriate proposals from insurance carriers to meet those needs within a specified timeline.
• Work with producers on renewals and coordinate internal functions so that the producer receives all necessary renewal information and proposals on a timely basis.
• Lead the Renewal Timeline process, including:
• Assist producer and often times lead the marketing effort of commercial accounts to the carriers at renewal including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client's needs and negotiation of final rates and coverage with carriers and other vendors as appropriate.
• Work with marketing team or Client Service Manager to prepare renewal for submission to marketplace.
• Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis.
• Work with marketing team/CSM to review for accuracy the quotes and proposal to client.  Where necessary, compare and illustrate coverage options for internal or external presentation.
• Coordinate the preparation of renewal presentation package with internal staff and assist producer with the presentations of the renewal to major clients.
• Coordinate client renewals and provide other services as required so that producer can maximize time for new business production.
• New Business
• Provide analysis assistance to producer for new prospects related to W3 Advantage Services.
• Assist the producer and often times lead the marketing effort of commercial accounts to carriers, including gathering of the necessary data from the client, analysis of carrier proposals for suitability to the client’s needs and negotiation of final rates and coverage with carriers and other vendors as appropriate.
• Follow up marketing team/CSM and/or carriers to make sure that proposals are received on timely basis.
• Work with marketing team/CSM to review for accuracy the quotes and proposal to client.  Where necessary, compare and illustrate coverage options for internal or external presentation.
• Coordinate the preparation of insurance proposal with internal staff and assist producer with the presentation to prospect/client.
• Actively pursue referral opportunities to other departments.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
• Be familiar with and follow Agency guidelines, policies and procedures.
• Other duties may be assigned, based on Agency needs.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED EDUCATION & QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• A Bachelor’s degree; 3 to 5 years of related experience and/or training, or equivalent combination of education and experience.
• Working knowledge of Microsoft Word & Excel.
• Florida 220 Property & Casualty license.
• Insurance designation equivalent to AAI or CIC, preferred.
• Experience with Epic software, preferred

#LI-RH1

POSITION SUMMARY:

The Employee Benefits Client Service Manager is responsible for delivering high quality and efficient service to both internal and external clients through day-to day account management of an assigned group of accounts. The Client Service Manager contributes to key business outcomes such as client retention, client satisfaction, enhancing W3’s value to our clients and prospects and fostering a culture of performance and continuous improvement. Builds and solidifies relationships with existing clients by providing exceptional ongoing service. In partnership with the Production Team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner:

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and coaching from team lead and manager, in compliance with the Agency's policies and procedures.
• Proactively demonstrate our high level of commitment to superior customer service, including claims resolution, to group clients and their employees by telephone (preferably) and E-mail on all group insurance products sold by W3.
• Provide ongoing support to clients in person including on-site visits to clients, as needed.
• Initiate pre-renewal meetings to determine client's needs for renewal within the specified department timeline. Coordinate with assigned producer.
• Partner with producer to assist and coordinate new client presentations and renewals.
• Work with marketing specialist to prepare groups’ request for proposal (RFP).
• Follow up on RFP with marketing specialist and/or carriers to make sure that proposals are received on timely basis.
• Analyze numerous carrier proposals, select benefits and rates from each carrier proposal, ensuring regulatory compliance. Choose appropriate options for client presentation.
• Review for accuracy the final renewal marketing presentation spreadsheets comparing carrier proposals, as needed. 
• Coordinate and conduct employee meetings.
• Act as a liaison between client and carrier to complete all necessary renewal or new business paperwork.
• Record transactions and document as required in EPIC.
• Finalize new carrier contracts and policies.
• Maintain and update knowledge on relevant compliance requirements for benefit-related regulations (i.e. ACA, ADA, FMLA, COBRA, FSA, etc.).
• Advise clients and their employees with issues pertaining to benefit-related federal and/or state compliance.
• Independently manage and renew insurance contracts for small house non-VIP tier accounts, as assigned.
• Learn and become proficient with benefits administration software supporting W3 clients.
• Assist with the implementation of employee benefits administration software for W3 clients.
• Build and maintain a positive, trusted relationship with each member of our clients’ HR team.
• Responsible for completing a network provider search and comparing carrier networks for our clients.
• Actively pursue referral opportunities to other departments.
• Maintain electronic (EPIC) and/or paper files in an orderly, up-to-date manner.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend company sponsored and online classes as necessary.
• Be familiar with and follow Agency guidelines, policies and procedures.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 2-15 Life & Health License Required
• Bachelor’s degree, and 3 to 5 years relevant agency experience or equivalent combination of education and experience
• Knowledge of Applied "EPIC" Agency Management System, preferred
• Proficient with Microsoft Office Suite
• Excellent communication skills

COMPETENCIES:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

#LI-RH1

We are W3, an independent insurance agency founded in 1925. We have a rich history of providing quality service and unwavering commitment to our clients and community. Our agency represents an extensive list of "A rated" insurance companies to provide the best coverage, at the most affordable rates available.  We have insurance products to fit the specific needs of both businesses and individual, offering commercial, homeowners, auto, boat and life insurance.

POSITION SUMMARY:

The successful candidate will be responsible for supporting the advisors in the client service aspect of managing a personal lines book of business as assigned, and consistently provide excellent customer service and leadership to accounts, as well as represent client needs and goals within the organization to ensure quality by performing the following duties:

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Take and process premium payments from clients.
• Rate policies and be familiar with carrier underwriting guidelines (marketing, quoting, binding of personal insurance products).
• Check new and renewal policies for accuracy in rating, typing, coverage, signatures.  Ensure that these items are delivered and/or mailed to client.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request.
• Analyze policy transactions and correct company records to adjust errors.
• Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.
• Input customer applications into the agency management system from the carrier rating applications.
• Assist Personal Insurance Advisors with all customer service responsibilities.
• Update computer for cancellations, reinstatements. Send out form letter to clients as applicable.
• Provide superior customer service to clients. 
• Report issues and follow up for resolutions with carriers and clients.
• Assist in completion of Underwriting audits as required.
• Assist in data entry, projects, creating client portfolios as similar tasks.
• Handle routine correspondence between carriers, agency and insured.
• Maintain a working knowledge of the insurance marketplace, including specific coverage and industry targets.
• Maintain electronic files in an orderly, up-to-date manner and with our current status guidelines.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
• Provide backup support to the CSR team and Advisors.
• Become familiar with and follow Agency guidelines, policies and procedures. 

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED EDUCATION & QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 4-40 or 2-20 License Required
• High School Diploma/GED Required
• 3 or more years experience in personal lines insurance
• Solid understanding of all lines of Florida Personal insurance
• Ability to build rapport with each customer through active listening
• Experience dealing the multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word and Excel

COMPETENCIES:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands, speak and hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

We have a rich history of providing quality service and unwavering commitment to our clients and community. Our agency represents an extensive list of "A rated" insurance companies to provide the best coverage, at the most affordable rates available.  We have insurance products to fit the specific needs of both businesses and individual, offering commercial, homeowners, auto, boat and life insurance.

POSITION SUMMARY:

The successful candidate will be responsible for retention by managing the client service aspects of a marine book of business, and support assigned advisors and current clients by performing the following duties:

JOB DUTIES:

• Work collaboratively and cooperatively with others, maintaining a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and constructive criticism from supervisors and managers, in compliance with the Agency's policies and procedures.
• Provide rating, marketing, and retention support to advisors, including new business marketing tasks such as quoting, summarizing quote results, and preparing proposals for advisors to present.
• When a marine advisor(s) is out of office, contact new prospects for application information, market to carriers, and present quotes. Perform data entry into the agency management system and procure the bind order on their behalf. May include issuing binders, extensions, certificates, etc., and ensure documentation is maintained, including underwriting, marketing, and application information.
• Remarketing renewals as requested and delivering quotes and summaries to advisors for review. If proceeding, present the quote and obtain necessary documentation to bind and issue policies. May include issuing binders, extensions, certificates, etc., and ensure documentation is maintained, including underwriting, marketing, and application information.
• Prepare coverage comparisons as requested and interpret policy provisions to determine methods of effecting desired changes to quotes, coverage, or type of insurance
• Work closely with company underwriters to negotiate the best possible coverage options and premiums and assist in negotiating sales and service-related items on behalf of the client. Develop and maintain professional relationships with carrier representatives and underwriters.
• Find opportunities to create/enhance SOI relationships and participate in scheduled events (e.g., boat shows).
• Complete service-related tasks for marine clients by providing superior client service.
• Provide support tasks for renewals as requested to ensure property delivery to clients.
• Process incoming mail/tasks in accordance to department workflows and prioritize daily tasks.
• Process transactions to generate billing invoices and prepare premium finance contracts as necessary.
• Seek referral opportunities for account rounding as well as new prospects.
• Maintain up-to-date status with assigned activity tasks and responding/attaching emails in our agency management system.
• Monitor continuing education requirements to ensure compliance with licensing requirements by enrolling in online CE courses.
• Follow Agency guidelines, policies, and procedures.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED EDUCATION & QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 2-20 License Required;
• Bachelor's degree from four-year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience;
• An insurance designation, equivalent to CPCU, AAI or CIC is preferred;
• Ability to build rapport with each customer through active listening;
• Experience dealing the multiple insurance carriers;
• Knowledge of Applied "EPIC" Agency Management System beneficial;
• Proficient with Microsoft Word and Excel.

COMPETENCIES:

To perform the job successfully, an individual should demonstrate the following competencies and qualifications:

• Analytical
• Organizational & time management skills
• Dependable
• Team Player
• Professional demeanor
• Superior customer service skills
• Open to diversity
• Ethical
• Supportive of organizational efforts and policies
• Mindful judgment
• Motivation
• Dependable
• Show initiative

  PHYSICAL DEMANDS:

  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

  WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

  OTHER QUALIFICATIONS:  Regular travel required. 

POSITION SUMMARY:

The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 5 to 7 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position.

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Manage a Book of Business.
• Collaborate with producer to develop an insurance program that will adequately respond to the client’s total risk management needs.
• Assist Producer in servicing and remarketing existing accounts for commercial lines.
• Keep producer informed regarding client issues.
• Visit clients outside the office with the producer if needed.
• Coordinate expirations with producer to obtain renewal information. Maintain expiration control log.
• Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier.
• Work closely with company underwriters in negotiating sales and service related items on behalf of the client.
• Develop and maintain professional relationships with company representatives and underwriters.
• Cross-sell and round out existing accounts within assigned Book of Business.
• Determine premiums, prepare proposals for clients.
• Prepare coverage comparisons as needed.
• Issue binders, extensions and certificates as needed with assistance from CSR.
• Maintain all underwriting, marketing, applications, and other information essential for documentation purposes.
• Review incoming mail, route appropriate items to CSR for processing and prioritize daily workflow.
• Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client.
• Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR.
• Receive phone calls from clients and companies regarding insurance matters or administrative issues, and comply with the request.
• Search company records to obtain information requested by customer.
• Analyze policy transactions and correct company records to adjust errors.
• Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.
• Maintain paper and electronic activity system and documentation to follow up on outstanding orders, correspondence, reports, and follow up on overdue and activity items.
• Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
• Actively pursue referral opportunities to other departments.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 2-20 License Required
• Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training; or equivalent combination of education and experience required.
• Experience working with multiple insurance carriers and varied policy forms and coverages.
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word & Excel
• Strong written & oral communication skills
• Organizational & time management skills
• Dependable and Team Player

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT:

This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

#LI-RH1

POSITION SUMMARY:

The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 2 to 3 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position.

JOB DUTIES: Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Process incoming mail in your electronic inbox.
• Assist with issuing binders, extensions, certificates, auto identification cards, and other proofs of coverage.
• Process endorsement requests and endorsements and send follow up requests to carriers.
• Input transactions in billing system to generate invoices.
• Process confirmed cancellations and audits as well as reinstatements.
• Input and update Acord applications in system as directed.
• Assist with policy rating and process changes on carrier websites.
• Retrieve and process documents from carrier websites.
• Check carrier communication logs and process as needed.
• Checks policies for accuracy in rating and typing and assure they are issued as requested and conform to application and proposal.
• Prepare policy books for large clients.
• Handle routine correspondence between carriers, agency, and insureds.
• Input and follow up on system activities as directed.
• Assist with data entry projects.
• Provide customers service to clients as directed and fill-in for Client Service Manager as needed.
• Seek advice from Client Service Manager when problems arise on accounts.
• Perform special projects at the Client Service Manager's request.
• Be available to assist services department with phones and mail if needed.
• Assist in the training and growth of newer and less experienced team members.
• Actively pursue referral opportunities to other departments.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
• Be familiar with and follow Agency guidelines, policies and procedures. 

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 4-40 or 2-20 License Required
• High school diploma or general education degree (GED); or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
• Experience dealing with multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word & Excel
• Strong written & oral communication skills
• Organizational & time management skills
• Dependable
• Team Player

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands and fingers. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

#LI-RH1

POSITION SUMMARY:

Shared Services is a program that focuses on preparing associates for a servicing career in the insurance industry. The associate is hired for the role that they will eventually assume upon graduation after completing the following:

• Obtaining the appropriate insurance license within 60 days of hire
• Training within Shared Services and the designated department
• Demonstrating mastery of task and industry knowledge throughout the program
• A capstone project that showcases their knowledge gained throughout their time in the department and the program itself

The end goal of SST is to promote associates into a servicing position where they will be prepared and successful – and already have a head start on their continued growth within the industry. The successful graduates will be responsible for supporting their advisors/producers in a client service role by managing a book of business as assigned, consistently providing excellent customer service techniques, and demonstrating soft skills taught during the duration of the program.

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations;
• Become familiar with Agency guidelines, policies and procedures;
• Accept coaching from supervisors and managers, in compliance with the Agency’s policies and procedures;
• Create and maintain commercial and personal lines client accounts through EPIC (client/account management system);
• Implement policy change requests and endorsements;
• Order Loss Runs;
• Assist with creating and preparing insurance proposals;
• Learn the elements of a Certificate of Insurance (COI) and prepare COIs for distribution in all different types of coverage on personal and commercial accounts. Communicate with entities requesting COIs;
• Import client employee information (Employee Benefits);
• Assist with coordination and preparation of seminars and various client events throughout the year;
• Assist with Business Development and Marketing Research;
• Assist with quoting and account rounding projects;
• Maintenance and client setup on risk management and benefits software;
• Participate as a member of CAT (Catastrophic) Team;
• Perform other client service administrative tasks with increasing complexity;
• Attend and participate in various online and in-person seminars to increase knowledge of technical and soft skills;
• Work with our various value-added software we provide to our clients;
• Answer phone calls from clients and companies, and route them to the appropriate contact;
• Participate in various auditing projects for quality assurance purposes;
• Printing various proposals, open enrollment booklets, and other items for clients;
• Data entry projects within our client management system, EPIC;

And much more! This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned.

REQUIRED QUALIFICATIONS:

• Florida 4-40, 2-15, or 2-20 License within 60 days of hire.
• High School degree; bachelor's degree preferred, but not required.
• Strong desire to learn and grow as an insurance professional.
• Minimum of 6 months of prior employment.
• Ability to maintain strict confidentiality.
• Proficient with Microsoft Word, and Outlook.
• Intermediate knowledge of Excel required.

COMPETENCIES:

• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Respond to requests for service and assistance; Meets commitments.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
• Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.
• Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.
• Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

#LI-RH1

The National Healthcare Practice Leader is responsible for advancing IMA’s national presence, growth, and expertise across the healthcare industry. This leader brings deep technical knowledge of healthcare risk, sophisticated carrier relationships, and a strategic mindset oriented around complex healthcare delivery models and regulatory environments. They serve as a highly visible resource across geographies.

Essential Responsibilities:

Growth, Production & Market Impact

• Drive national new business growth within hospitals, physician groups, senior living, behavioral health, healthcare staffing, managed care organizations, and other care‑delivery sectors.
• Actively support producers on complex healthcare opportunities, including underwriting strategy, program structure, clinical risk insights, and differentiating IMA in competitive RFP environments.
• Provide direct involvement on high‑value pursuits, including large health systems, multi‑state operators, and organizations with sophisticated risk financing needs.
• Participate in internal business reviews, prospect meetings, and client presentations, representing IMA’s national healthcare expertise.
• Bring forward timely insights on healthcare industry trends—such as consolidation, regulatory changes, professional liability climate, staffing challenges, and reimbursement pressures—and apply them to client strategy.

Healthcare Specialty Strategy & National Alignment

• Develop and execute the national strategic plan for the Healthcare & Social Services Practice, ensuring alignment with IMA’s enterprise goals.
• Align service standards, technical expectations, and client delivery models across all IMA markets to ensure consistency for healthcare clients nationwide.
• Identify emerging risks (e.g., cyber, EPL, medical professional liability, managed‑care E&O, regulatory fines/penalties) and build practice capabilities to address them.
• Represent IMA in healthcare associations, national groups, and specialty forums involving hospital leadership, senior living executives, physician enterprise leaders, and nonprofit providers.

Carrier and Market Relationships

• Build and maintain deep relationships with healthcare‑specialized carriers—particularly medical professional liability carriers, alternative risk partners, programs/MGUs, and managed‑care insurers.
• Lead national carrier strategy for healthcare placements, program design, alternative risk financing, and market‑facing positioning.
• Collaborate with key carrier partners to develop innovative solutions in response to industry shifts such as staffing shortages, litigation trends, senior living acuity levels, or physician practice consolidation.
• Facilitate carrier engagement to bring new programs, benchmarking data, and thought leadership to IMA’s clients and internal teams.

Talent Development & Team Leadership

• Mentor and develop healthcare‑specialized talent across production, account management, analytics, and claims—ensuring deep vertical expertise throughout the practice.
• Oversee healthcare‑specific training programs, including MPL fundamentals, loss‑sensitive program structures, captive and RRG strategies, regulatory compliance exposures, and post‑acute risk trends.
• Partner with Market Presidents on specialty‑focused hiring, promotions, and team alignment.
• Build a sustainable national bench of healthcare experts and maintain a succession plan for healthcare leadership roles.

Collaboration & Internal Integration

• Coordinate closely with Market Presidents, Commercial Lines Leaders, producers, claims teams, and analytics resources to ensure seamless delivery for healthcare clients
• Lead national healthcare practice calls and cross‑market collaboration, uniting healthcare experts across IMA’s footprint.
• Promote knowledge sharing, including emerging case law, medical professional trends, carrier appetite changes, and risk‑management best practices.
• Partner with Marketing to elevate IMA’s brand in the healthcare space through conferences, association involvement, and thought leadership.
• Identify and support M&A opportunities that expand IMA’s healthcare capabilities or geographic reach.

Required Experience & Skills

• Extensive healthcare‑related brokerage, underwriting, or risk‑management experience, with deep technical mastery of healthcare exposures.
• Strong knowledge across key healthcare verticals such as hospitals, senior living, behavioral health, physician groups, ambulatory surgery centers, managed care organizations, and social services.
• Demonstrated excellence in developing and maintaining senior‑level relationships with healthcare executives, carrier leaders, and strategic partners.
• Proven ability to lead national pursuits, design complex insurance programs, and support sales initiatives.
• Experience managing or advising on large healthcare books of business, including loss‑sensitive and alternative risk structures.

#LI-JS1

POSITION SUMMARY:

This position's primary duty is personal lines sales.  The ideal candidate will be motivated and extremely customer service oriented and will represent the agency with the highest ethical standards.  The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must desire compensation consistent with contribution and be able to work independently in this position.

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.

• Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Establish new client relationships through prospecting, networking events, realtors, mortgage brokers, social media, friends and family to grow sales and increase earnings.
• Build relationships with Spheres of Influence and clients to build trust and earn name specific referrals for new business opportunities.
• Develop leads to quote and sell personal insurance policies face to face and over the phone: Auto, Life, Home, Renters, Condo, Umbrella, and additional personal lines.
• Help protect new and existing customers by offering agency products to meet their insurance needs.

• Round out existing accounts within assigned book of business.
• Contribute to marketing campaigns that target new business sales.
• Survey prospect clients to determine insurance needs, provide quotes and make sales appointments.
• Collect detailed risk and underwriting information including loss history. 
• Maintain insurance expiration log.
• Work with underwriters to negotiate sales on behalf of clients.
• Develop and maintain professional relationships with carrier representatives.
• Prepare coverage comparisons and present and explain proposals to clients.
• Maintain up-to-date account information essential for documentation purposes.
• Check policies for accuracy.
• Process transactions to generate billing invoices and prepare premium finance contracts. 
• Respond to requests from clients and companies regarding insurance, claims, or administrative problems, as applicable.
• Maintain electronic activity system and documentation to follow up on outstanding items.
• Keep informed of industry developments.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 2-20 License Required
• High school diploma or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
• Experience dealing with multiple insurance carriers
• Knowledge of Applied "EPIC" Agency Management System, preferred
• Proficient with Microsoft Outlook, Excel, and Word
• Strong written & oral communication skills
• Organizational & time management skills

COMPETENCIES:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

OTHER QUALIFICATIONS:  Regular travel is required.  

REPORTS TO:  Personal Insurance Manager

POSITION TYPE:  Exempt

OTHER:  The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.

GREAT REASONS TO WORK AT WALLACE WELCH & WILLINGHAM:

• Competitive compensation plan;
• Great benefits including medical, dental, vision, life & disability;
• Paid Time Off;
• Paid Holidays;
• 401(k) with employer match;
• Paid Continuing Education;
• A culture that emphasizes respect for every individual;
• Proud to be a EOE/DFWP/SFWP.