NewAccount Executive, Business Development/Client Services (Finance & Accounting Staffing) Vaco LLCAccount Executive, Business Development/Client Services (Finance & Accounting Staffing)Milwaukee, WI$60,000–$100,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewAccounting Operations Specialist Kforce Inc.Accounting Operations SpecialistCaledonia, WI$70,000–$80,000This role ensures accurate billing, timely collections, and vendor payments while supporting production operations, inventory flow, and supply chain continuity. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewAccounts Receivable Specialist Kforce Inc.Accounts Receivable SpecialistMilwaukee, WI$52,000–$54,000By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewAccounts Receivable - Cash Applications Kforce Inc.Accounts Receivable - Cash ApplicationsMilwaukee, WI$52,000–$54,000Research and resolve unapplied cash, short pays, overpays, duplicate payments, and other variances; Coordinate with customers and internal stakeholders to obtain remittance details. This role will be responsible for the accurate and timely application of customer payments to open receivables, resolving payment discrepancies, and supporting month-end close.
NewDeli Associate SpartanNash Associates, LLCDeli AssociateMilwaukee, WIOur braggingly happy team members — ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists — create braggingly happy customers spanning national accounts, independent and chain grocers, e-commerce retailers, U.S. military commissaries and exchanges, and the Company’s own brick-and-mortar grocery stores, pharmacies and fuel centers. A distributor, wholesaler and retailer with a global supply chain network, SpartanNash distributes grocery and household goods, including fresh produce and the Our Family® portfolio of products, to locations in all 50 states.
NewMeat Associate SpartanNash Associates, LLCMeat AssociateMilwaukee, WIOur braggingly happy team members — ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists — create braggingly happy customers spanning national accounts, independent and chain grocers, e-commerce retailers, U.S. military commissaries and exchanges, and the Company’s own brick-and-mortar grocery stores, pharmacies and fuel centers. A distributor, wholesaler and retailer with a global supply chain network, SpartanNash distributes grocery and household goods, including fresh produce and the Our Family® portfolio of products, to locations in all 50 states.
NewBakery Associate SpartanNash Associates, LLCBakery AssociateMilwaukee, WIOur braggingly happy team members — ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists — create braggingly happy customers spanning national accounts, independent and chain grocers, e-commerce retailers, U.S. military commissaries and exchanges, and the Company’s own brick-and-mortar grocery stores, pharmacies and fuel centers. A distributor, wholesaler and retailer with a global supply chain network, SpartanNash distributes grocery and household goods, including fresh produce and the Our Family® portfolio of products, to locations in all 50 states.
NewAccounting Clerk Green Bay Packaging IncAccounting ClerkNew Berlin, WIExecute accurate reporting and data verification, enabling senior staff to analyze options and make financial decisions aligned with company objectives. Maintain confidentiality regarding sensitive employee data when recording payroll transactions.
NewStrategic Account Executive MSCStrategic Account ExecutiveKenosha, WI$51,401–$80,773 / yearStrategic Accounts Executive is responsible for driving sales growth, managing and retaining select key account locations across portfolios exceeding $250K in potential revenue, driving profitable growth through customer analysis, strategic account planning, and value realization. With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions.
NewSls Consultant, Public Sector Key Account MSCSls Consultant, Public Sector Key AccountMenomonee Falls, WI$45,177–$70,993 / yearWorking knowledge of compliance requirements and continuous education to be up to date on industry and market events • Proficient in Microsoft Word, Excel and PowerPoint, Salesforce.com experience Bonus Points If You Have: • Capable of driving up to several hours per day to customer location(s) within an assigned territory or region is required • The ability to lift up to 50 lbs. BRIEF POSITION SUMMARY: Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential).
NewWarehouse Associate SMX, LLCWarehouse AssociateKenosha, WI$17–$18 / hourJob Types: Assembly, Distribution, General Labor, General Production, General Warehouse, Hand Packaging, Material Handler, Picker/Packer, Production, Warehouse. With Staff Management | SMX, you'll get a weekly paycheck, learn new skills, meet new people, and work with a great management team in a clean and safe environment.
NewWarehouse Order Pickers and Shipping Associates SMX, LLCWarehouse Order Pickers and Shipping AssociatesWaukesha, WI$15.50–$23 / hourShipping: You will be responsible for organizing, stacking, and shrink-wrapping customer orders on pallets, loading trucks manually, lifting, lowering, and carrying product in a fast-paced environment, and stacking empty pallets while maintaining a safe and clean workspace as you go. Warehouse Bulk/Material Handling Equipment Operator: You will be operating material handling equipment such as forklifts, cherry pickers, turrets, or electric pallet jacks to pick up product up to 100 lbs.
NewInvestment Associate - Private Debt & Equity Northwestern MutualInvestment Associate - Private Debt & EquityMilwaukee, WINorthwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. The Pre-MBA NMC Associate position provides an outstanding opportunity to engage with NMC’s Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.
Production Associate - Move to Warroad, MN MarvinProduction Associate - Move to Warroad, MNOconomowoc, WI$18.50–$21.50With operations in 19 cities across North America, we manufacture Marvin’s quality products, including Infinity Replacement Windows and Doors, and TruStile Doors. As a Production Associate at Marvin, you’ll help craft products that make homes better, all while working in a clean, bright, temperature-controlled facility.
NewController Vaco LLCControllerWaukesha, WI$115,000–$120,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewMutual Fund Administration Consultant Northwestern MutualMutual Fund Administration ConsultantMilwaukee, WI$89,440–$134,160 / yearOversees and evaluates the work of third-party service providers, including fund accounting and custodial services, ensuring adherence to SLAs, internal controls and regulatory requirements. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Product Cost Accounting Associate RehlkoProduct Cost Accounting AssociateMilwaukee, WisconsinOur product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. We empower every team member to actively participate in our Zero Is Possible safety culture by encouraging open communication, proactively reporting hazards, following protocols, and suggesting improvements.
Senior Associate- Client Accounting Services, Real Estate Baker Tilly Virchow KrauseLLPSenior Associate- Client Accounting Services, Real EstateMilwaukee, WIBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate- Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate- Client Accounting Services, Real EstateMilwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate - Client Accounting Services, Real EstateMilwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Fund Accounting & Operations Associate U.S. BancorpFund Accounting & Operations AssociateMilwaukee, WI$66,640–$78,400 / yearFund Accounting & Operations Associates work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewFund Accounting & Operations Associate U.S. BankFund Accounting & Operations AssociateMilwaukee, WisconsinFund Accounting & Operations Associates work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Account Manager or Account Manager Associate - Milwaukee NW Applied Medical Resources CorpAccount Manager or Account Manager Associate - Milwaukee NWMilwaukee, WI$50,000–$75,000 / yearBoth the Account Manager and Account Manager Associate positions require the following skills and attributes: • 3+ years of professional sales experience with formal sales training • Demonstrated performance record with clear documentation of success • Excellent written, verbal and interpersonal communication skills • Proven goal-oriented self-starter with strong entrepreneurial drive • Must live in the geographical location of the position or be willing to relocate • Ability to travel to Southern California for a 2-week training class • 4 year degree. As an Account Manager or Account Manager Associate in the Milwaukee area, you will be responsible for working within the framework of a team and performing the following activities: • Exceed quota expectations as established by management • Manage the full breadth of products in your territory • Establish and maintain strong relationships and contacts in assigned accounts • Provide the highest levels of support and service to your accounts.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Family OfficeMilwaukee, WisconsinResponsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LPAssociate, Client Accounting Services (CAS) - Not-for-ProfitMilwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services (CAS) - Not for ProfitMilwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Milwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Accounts Payable Associate PPC Partners IncAccounts Payable AssociateWIThis role works closely with branch support personnel, project teams, and the accounting department to ensure effective communication with vendors, resolve invoice issues, and support accurate financial records. As such the following values guide our behaviors: A Servant's Heart -- Focus on the Needs of Others, Wisdom -- Insightful, Integrity -- Honesty and Trustworthy, Courage -- Decisive and Confident in Others, Humility -- Modest and Respectful, Passion -- Unfailing Dedication.
Senior Associate, Client Accounting Services-Real Estate Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services-Real EstateMilwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewAccounts Payable Associate (Temporary Assignment) The Wagner Companies - R & B WagnerAccounts Payable Associate (Temporary Assignment)Milwaukee, WIAs an Accounts Payable Associate, you'll play an important role in ensuring vendors are paid accurately and on time by:Processing vendor invoices and matching them to purchase orders. If you're organized, accurate, and enjoy problem-solving while building positive relationships with vendors and internal teams, we'd love to hear from you.
Account Associate - State Farm Agent Team Member Steven Paddock - State Farm AgentAccount Associate - State Farm Agent Team MemberOak Creek, WIROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Steven Paddock - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
NewAccounts Receivable Associate - Part-Time UlineAccounts Receivable Associate - Part-TimeKenosha, WI$25–$26 / hourJoin Uline as an Accounts Receivable Associate, where you'll team to identify account issues and work with our customers to find successful resolutions! Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.
Account Associate Zero Zone, Inc.Account AssociateWIUnder the direction of the Customer Operations Manager, the Account Associate oversees and provides sales support to our customers, account managers, field representatives, internal project team, and Regional Sales managers from our North Prairie, WI location. Regularly required to sit, stand, and walk throughout the office and production areas; have use of hands and fingers to use a computer, telephone, and other office equipment; reach with hands and arms; and talk or hear.
Sr Manager, Financial Systems, Accounting Fiserv IncSr Manager, Financial Systems, AccountingMilwaukee, WIManager primarily supports the accounting user community, including the areas of balance sheet account reconciliations, revenue accounting and close related processing, including GL interfaces, journals, valuation and translation. Experience with enterprise resource planning systems, financial reporting tools, and related financial applications, such as Oracle, SAP, Workday, BlackLine, Hyperion, or similar platforms.
Account Associate - State Farm Agent Team Member Joe Woelfle - State Farm AgentAccount Associate - State Farm Agent Team MemberDelafield, WIAs a Account Associate - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. If you thrive in a fast-paced environment, value personal accountability, and want to be part of a high-performing team that’s as focused on growth as it is on culture, we’d love to connect.
Account Associate - State Farm Agent Team Member Brian Brecklin - State Farm AgentAccount Associate - State Farm Agent Team MemberWaukesha, WIROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Brian Brecklin - State Farm Agent, you are vital to our daily business operations and customers’ success. Brian, our agency leader, is a long-time resident of Southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003.
Account Associate - State Farm Agent Team Member Andy Lesar - State Farm AgentAccount Associate - State Farm Agent Team MemberHales Corners, WIROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Andy Lesar - State Farm Agent, you are vital to our daily business operations and customers’ success. Before becoming an agent, I worked as a State Farm team member, which gave me a clear understanding of what it takes to build a successful office and support a team effectively.
Account Associate - State Farm Agent Team Member Andrew Stark - State Farm AgentAccount Associate - State Farm Agent Team MemberBrookfield, WIWith a background from UW Madison and valuable experience working under a State Farm agent, Andrew understands the ins and outs of running a successful business and is dedicated to providing his team members with similar growth opportunities. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Andrew Stark - State Farm Agent, you are vital to our daily business operations and customers’ success.
Account Associate - State Farm Agent Team Member Dawn Jackson - State Farm AgentAccount Associate - State Farm Agent Team MemberSturtevant, WIROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Dawn Jackson - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Account Associate - State Farm Agent Team Member Tim Werwie - State Farm AgentAccount Associate - State Farm Agent Team MemberEast Troy, WIROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Tim Werwie - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Account Associate - State Farm Agent Team Member Jon Fernandez - State Farm AgentAccount Associate - State Farm Agent Team MemberGreenfield, WIROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Jon Fernandez - State Farm Agent, you are vital to our daily business operations and customers’ success. If we are named Agency of the Month twice, we celebrate with a team outing—past activities have included bowling, axe throwing, and karting.
Account Associate - State Farm Agent Team Member Lisa Ramlow - State Farm AgentAccount Associate - State Farm Agent Team MemberWind Lake, WIROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Lisa Ramlow - State Farm Agent, you are vital to our daily business operations and customers’ success. For our team, we offer a Simple IRA, licensing reimbursement, quarterly bonuses, and quarterly team celebrations, along with an excellent work-life balance.
Account Associate - State Farm Agent Team Member Norberto Matos-Soto - State Farm AgentAccount Associate - State Farm Agent Team MemberSaukville, WIROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Norberto Matos-Soto - State Farm Agent, you are vital to our daily business operations and customers’ success. From weekly team luncheons to a snack room stocked with everyone’s favorite treats, we prioritize connection, laughter, and support while doing meaningful work for our customers.
Account Associate - State Farm Agent Team Member Nate Ladsten - State Farm AgentAccount Associate - State Farm Agent Team MemberGlendale, WIROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Nate Ladsten - State Farm Agent, you are vital to our daily business operations and customers’ success. We are located in Fontana, WI and help customers with their insurance and financial services needs, including: Auto insurance.
Account Associate - State Farm Agent Team Member Brian Bartz - State Farm AgentAccount Associate - State Farm Agent Team MemberWales, WIROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Brian Bartz - State Farm Agent, you are vital to our daily business operations and customers’ success. Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you! www.walessf.com.
Account Associate - State Farm Agent Team Member Neil Vranak - State Farm AgentAccount Associate - State Farm Agent Team MemberRacine, WIROLE DESCRIPTION: As an Account Associate for Neil Vranak State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Account Associate - State Farm Agent Team Member Joe Tamm - State Farm AgentAccount Associate - State Farm Agent Team MemberGreenfield, WIBeyond the office, my wife Shelly and I are actively involved in the Mukwonago and Greenfield communities, volunteering at Section Elementary School, St. John’s Church, and the Salvation Army Food Pantry with our three sons. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Joe Tamm - State Farm Agent, you are vital to our daily business operations and customers’ success.
Manager, Accounting Advisory - Manufacturing Industry Clients Wipfli Advisory LLCManager, Accounting Advisory - Manufacturing Industry ClientsMilwaukee, WisconsinRemoteFull timeWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.
NewSenior Account Associate - Commercial Lines (Eastern / Central Time Zones) Insurance Office of AmericaSenior Account Associate - Commercial Lines (Eastern / Central Time Zones)Milwaukee, WIRemote$50,000–$56,000 / yearFull timeTask Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.