NewTax Senior Manager, M&A Real Estate KPMGTax Senior Manager, M&A Real EstateBoston, MA$133,095–$295,665 / yearBachelor's degree from an accredited college/university; licensed Certified Public Accountant (CPA), Enrolled Agent (EA) or Juris Doctor/Master of Laws (JD/LLM), in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Structure the tax aspects of multinational global private equity real estate investments, including with respect to strategic mergers, acquisitions, joint ventures, dispositions, and Initial Public Offerings (IPOs), along with drafting tax opinions, memos, structure decks and Excel models illustrating the tax benefits of alternative structures.
NewTax Manager/Tax Senior Manager, Real Estate KPMGTax Manager/Tax Senior Manager, Real EstateBoston, MABachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Additional Qualifications for Senior Manager: Minimum eight years years of recent experience as a tax manager with a public accounting firm; must have recent partnership tax experience in the financial services industry specific to real estate and real estate private equity funds.
NewCommercial Real Estate Portfolio Accounting Manager: Hybrid Boston. $135150K + 15% bonus. ProPivotalCommercial Real Estate Portfolio Accounting Manager: Hybrid Boston. $135150K + 15% bonus.Boston, MAYoull be the go-to for recoveries/CAM, escalations, caps/exclusions, base years, waterfalls, capital calls/distributions, loan/escrow draws, and covenant math. If your brain naturally goes to CAM reconciliations, JV waterfalls, lender covenants, tenant escalations, and audit footnotes, this is your lane.
NewSenior Associate Attorney- Commercial Real Estate JobotSenior Associate Attorney- Commercial Real EstateBoston, MA$200,000–$240,000 / yearThey provide legal counsel to pension funds, institutional investors and their investment managers, real estate operating and development companies, private equity investors, REITs, investment and commercial banks, for-profit and nonprofit developers, brokers, landlords, and tenants. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewCommercial Real Estate Leasing Attorney JobotCommercial Real Estate Leasing AttorneyBoston, MA$250,000–$320,000 / yearThis is an excellent opportunity for an attorney with substantial commercial leasing experience who is looking to take a leading role on complex transactions, work directly with sophisticated clients, and join a collaborative practice with a strong reputation in the real estate market. The attorney will represent both landlords and tenants in high-value and strategically important leasing matters across a range of asset classes, including office, industrial, life sciences, laboratory, retail, and mixed-use properties.
NewFund Controller - Real Estate ProPivotalFund Controller - Real EstateBoston, MA$140,000–$170,000 / yearThis is an excellent opportunity for an accounting leader who will own fund reporting, support investors, and partner closely with leadership on portfolio performance. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.
Accounting Manager Kforce Inc.Accounting ManagerBoston, MA$130,000–$145,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Investment Tax Manager - ASC 740 Kforce Inc.Investment Tax Manager - ASC 740Boston, MA$125,000–$150,000Kforce's leading organization is seeking an experienced Investment Tax Manager - ASC 740 professional to lead tax provision, compliance, and investment-related tax activities across a diversified portfolio. Oversee workflows across tax team members supporting various asset classes (fixed income, partnerships, derivatives, real estate).
NewConstruction Project Manager JobotConstruction Project ManagerMansfield, MA$85,000–$100,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a fantastic opportunity for a highly organized and detail-oriented individual who is passionate about the construction industry and is looking to make a significant impact within a fast-paced, innovative company.
NewAssistant Project Manager (Construction) JobotAssistant Project Manager (Construction)Mansfield, MA$80,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a fantastic opportunity for a highly organized and detail-oriented individual who is passionate about the construction industry and is looking to make a significant impact within a fast-paced, innovative company.
NewEstate Planning & Probate Attorney Martino Law Group, LLCEstate Planning & Probate AttorneyMelrose, MA$90,000–$150,000 / yearResponsibilities Include: A capable estate planning & probate attorney: confidently drafting and managing wills, trusts, and estate plans (Level I and Level II) and guiding families through probate and estate administration with clarity and compassion. Martino Law Group, LLC is a respected, growing multi-practice firm representing clients throughout Massachusetts in Real Estate, Family Law & Divorce, Personal Injury, Probate, and Estate Planning.
NewTax Manager JobotTax ManagerNewton, MA$125,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Based just outside of Boston, we are a team of Tax and Legal professionals, supporting clients through out the United States on matters related to tax planning.
Project Manager - Cambridge - Lab/Lifescience Construction Michael Page USAProject Manager - Cambridge - Lab/Lifescience ConstructionCambridge, MA$110,000–$150,000 / yearFull timeReputable OPM firm, based in Cambridge MA, offering Project & Real Estate services is looking for a Project Manager to join their team! The Project Manager is responsible for: Managing multiple projects in various locations, touring sites daily during construction.
Assistant Project Manager - Cambridge - Higher Ed Construction Michael Page USAAssistant Project Manager - Cambridge - Higher Ed ConstructionCambridge, MA$75,000–$100,000 / yearFull timeReputable OPM firm, based in Cambridge MA, offering Project & Real Estate services is looking for an Assistant Project Manager to join their team! The Assistant Project Manager is responsible for: Managing multiple projects in various locations, touring sites daily during construction.
NewSenior Group Sales Manager The Atlas HotelSenior Group Sales ManagerBoston, MACompensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen.
Owner's Project Manager - Complex Lab Projects Michael Page USAOwner's Project Manager - Complex Lab ProjectsBoston, MA$130,000–$150,000 / yearFull timeKnown for its collaborative culture, strong client relationships, and impressive project portfolio, the firm continues to experience significant growth and offers employees direct exposure to leadership and high-profile clients. The company manages projects across life sciences, higher education, multifamily, commercial interiors, and real estate development sectors throughout Greater Boston.
NewCondominium Attorney JobotCondominium AttorneyBoston, MA$165,000–$210,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our client is a well-established law firm dedicated to providing exceptional legal services in the areas of condominium, real estate, and community association law.
NewCommercial Facilities Engineer Hobbs Brook Real EstateCommercial Facilities EngineerWaltham, MA$30.88–$38.61Job Description: Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Performs various duties such as preventative maintenance and building repairs, completes tenant work orders, acts as a vendor escort in base building and tenant space.
Senior Accountant Kforce Inc.Senior AccountantFramingham, MA$95,000–$120,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
DC Maintenance Specialist III O'Reilly Automotive StoresDC Maintenance Specialist IIIDevens, MA$37.25–$41.25Responsible for daily maintenance and repair issues of all facilities and grounds systems, including structural components, electrical work, plumbing, roofing repairs, carpentry, painting, welding, parking lot maintenance, etc. Ensure ongoing preventative maintenance for all systems operational in the DC; including HVAC systems, electrical units, lighting, roofing system, generators, parking lots, fans, restrooms and other plumbing systems, etc.
NewWildlife Sales and Service Technician PEST END INCWildlife Sales and Service TechnicianFoxborough MA, MassachusettsThe Wildlife Sales & Service Technician must be able to manage a territory independently, build relationships with residential and commercial customers, accurately diagnose wildlife issues, present solutions, close service agreements, and complete high-quality exclusion, trapping, and repair work. The Wildlife Sales & Service Technician is a hybrid role responsible for generating wildlife service revenue through lead management, prospecting, estimating, and closing sales within an assigned territory, and then personally performing the wildlife services sold.
Retail Real Estate Manager Wayfair LLCRetail Real Estate ManagerMAPipeline Ownership: Accountable for active market analysis, conducting market tours, managing broker relationships to secure new sites and spearheading a deal pipeline that achieves Wayfair's market level growth goals and delivers against established financial targets and requirements. We are an experienced and fast-paced group focused on real estate, design and construction of stores for Wayfair and its portfolio of brands (Perigold, Joss & Main, AllModern, Birch Lane and Wayfair Outlets).
NewRetail Real Estate Manager WayfairRetail Real Estate ManagerBoston, MAPipeline Ownership: Accountable for active market analysis, conducting market tours, managing broker relationships to secure new sites and spearheading a deal pipeline that achieves Wayfair’s market level growth goals and delivers against established financial targets and requirements. We are an experienced and fast-paced group focused on real estate, design and construction of stores for Wayfair and its portfolio of brands (Perigold, Joss & Main, AllModern, Birch Lane and Wayfair Outlets).
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerBoston, MA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
NewAccounting Manager - Real Estate TAG EisnerAmper, LLC (Inactive)Accounting Manager - Real EstateBoston, MAOur team provides outsourced accounting and Controller services for a variety of clients including subsidiaries and joint ventures of Fortune 100 companies, public companies, professionally funded businesses and Fund management companies. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Senior Manager of Real Estate - Capital Projects Latham & Watkins LLPSenior Manager of Real Estate - Capital ProjectsBoston, MA$195,000–$215,000 / yearThis role will be responsible for the execution and delivery of complex capital projects across the firm's portfolio, with a primary focus on the United States (US), while leading the execution of office fit-outs, renovations, and strategic investments, primarily across US locations. Working closely with the broader Global Real Estate and Workplace Experience team, including leasing, workplace strategy and design, and data teams, to ensure integrated project delivery.
Senior Manager of Real Estate – Capital Projects Latham & Watkins LLPSenior Manager of Real Estate – Capital ProjectsBoston, Massachusetts$195,000–$215,000 / yearFull timeThis role will be responsible for the execution and delivery of complex capital projects across the firm’s portfolio, with a primary focus on the United States (US), while leading the execution of office fit-outs, renovations, and strategic investments, primarily across US locations. Working closely with the broader Global Real Estate and Workplace Experience team, including leasing, workplace strategy and design, and data teams, to ensure integrated project delivery.
Assistant Account Manager - Specialty Real Estate Hub International InsuranceAssistant Account Manager - Specialty Real EstateWilmington, Massachusetts$21.47–$41.11 / hourClient services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team. Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
Assistant Account Manager - Specialty Real Estate Hub InternationalAssistant Account Manager - Specialty Real EstateWilmington, MA$21.47–$41.11 / hourClient services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team. Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
Tax Manager - Real Estate Deloitte Touche Tohmatsu LtdTax Manager - Real EstateBoston, MA$100,350–$205,000 / yearSolid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators.
NewSenior Relationship Manager, Commercial Real Estate Finance NatWest Group PlcSenior Relationship Manager, Commercial Real Estate FinanceCambridge, MAYou'll also be providing effective business management skills through the management of existing client relationships, as well as serving as a liaison between the customer and business partners to make sure that all customer needs are met and updates are received by both parties. In this fast-paced role, you'll be building deep relationships with your customers and prospects, developing quantitative and qualitative business cases for their borrowing requests, using these to estimate lending and service needs and requirements.
Product Manager, Real Assets (Real Estate + Infrastructure) State Street CorpProduct Manager, Real Assets (Real Estate + Infrastructure)Burlington, MA$80,000–$140,000 / yearYou will work jointly with the product, engineering, and delivery teams to build and deliver the best possible experiences and value to customers within private markets investment management through the Charles River for Private Markets platform. Here, you can work alongside talented engineers and product managers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions to drive forward Charles River for Private Markets' mission to accelerate transparency, accuracy, and liquidity in private markets.
Assistant Project Manager - Owners Project Manager Michael Page USAAssistant Project Manager - Owners Project ManagerBoston, MA$72,000–$88,000 / yearFull timeThey manage projects across sectors including life sciences, commercial interiors, multifamily housing, assisted living, and real estate development, working with high-profile institutional and corporate clients throughout a major metropolitan market. The Assistant Project Manager will support construction projects within the property industry by coordinating tasks, managing schedules, and ensuring projects are completed on time and within budget.
Project Manager, Corporate Real Estate Hasbro, Inc.Project Manager, Corporate Real EstateBoston, MA$92,800–$139,200 / yearWhat You Will Do as a Project Manager, Corporate Real Estate: The Project Manager will be responsible for leading internal and third-party project teams to coordinate the design, permitting, and delivery of a variety of projects ranging from small office renovations to major, multi-phase construction projects. Develops project plans and coordinates cross-functional teams (internal and third party) through meetings and progress measurement activity which bring distinct, specific projects to completion both on time and within budget.
Commercial Real Estate Credit Manager Northeast BankCommercial Real Estate Credit ManagerBoston, MAThe Commercial Real Estate Credit Manager will be part of the Commercial Real Estate Credit Group and play an integral role in evaluating, underwriting, and monitoring credit risk across the Bank's real estate loan portfolio and new lending opportunities. POSITION SUMMARY: As a national commercial real estate lender with deep industry knowledge, the Bank purchases and originates traditional and transitional loans and other facilities for borrowers and non-bank lenders.
Senior Project Manager, Corporate Real Estate Manulife Financial CorpSenior Project Manager, Corporate Real EstateBoston, MA$92,475–$160,290 / yearThis role is accountable for managing end-to-end project delivery, aligning cross-functional stakeholders, overseeing budgets and vendors, identifying and mitigating risks, and ensuring projects are delivered on time, within scope, and in alignment with business expectations. The Senior Project Manager, Real Estate will lead the planning, governance, and delivery of complex corporate real estate projects that support Manulife's workplace strategy, operational priorities, and business transformation objectives.
NewFinancial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerBoston, MA$124,000–$335,000 / yearWithin our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
A/C/E Real Estate Project Manager AEW Capital Management LPA/C/E Real Estate Project ManagerBoston, MA$100,000–$150,000 / yearAbility to travel throughout the United States to evaluate properties, support due diligence activities, oversee capital and development projects, and engage with consultants, operators, and investment teams, generally averaging 20-35% of working time, with travel requirements varying based on transaction activity, project needs, and portfolio priorities. Evaluate proposals for new construction projects, including review of design teams, general contractors, JV developers, construction drawings, schedules, budgets, and other materials, highlighting risks, gaps, assumptions, and potential mitigation strategies.
NewSenior Client Manager - Commercial Real Estate Baldwin Group ColleagueSenior Client Manager - Commercial Real EstateBoston, MassachusettsLicense(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.
Senior Project Manager, Corporate Real Estate ManulifeSenior Project Manager, Corporate Real EstateBoston, MassachusettsThis role is accountable for managing end-to-end project delivery, aligning cross-functional stakeholders, overseeing budgets and vendors, identifying and mitigating risks, and ensuring projects are delivered on time, within scope, and in alignment with business expectations. The Senior Project Manager, Real Estate will lead the planning, governance, and delivery of complex corporate real estate projects that support Manulife’s workplace strategy, operational priorities, and business transformation objectives.
Business Systems Manager, Real Estate Bain Capital LPBusiness Systems Manager, Real EstateBoston, MA$155,000–$185,000 / yearThrough an in-depth knowledge of the business, this position will elicit the business processes, gather business and functional requirements, develop needs analysis, document functional / technical specifications and perform system / user acceptance testing around hardware and software implementations. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights.
Manager, Real Estate Development (New England) Shine Associates, LLCManager, Real Estate Development (New England)Boston, MAFull timeThis role will lead the market analysis, site identification, and early-stage development activities to ensure new locations throughout New England and greater Boston, align with our core customer, brand strategy, and long-term growth objectives. A successful individual has a high drive, is strategic, data‑driven, and entrepreneurial, with the credibility to represent the company internally and externally, and the judgment to recommend disciplined, high‑return growth opportunities.
Senior Account Manager - Specialty Real Estate Hub InternationalSenior Account Manager - Specialty Real EstateWilmington, MAWhen you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.
Account Manager - Specialty Real Estate Hub International LtdAccount Manager - Specialty Real EstateWilmington, MA$55,000–$106,666 / yearThe expected salary range for this position is $55,000 - $106,666 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team.
NewClient Manager, Commercial, Real Estate Baldwin Group ColleagueClient Manager, Commercial, Real EstateBoston, MassachusettsManage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance. The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients.
Senior Audit Manager, Real Estate AprioSenior Audit Manager, Real EstateBoston, MA$125,000–$228,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them.
NewSenior Manager, Client Development - Real Estate Industry Group Goodwin Procter LLPSenior Manager, Client Development - Real Estate Industry GroupBoston, MA$140,000–$205,000 / yearAs part of Goodwin's industry-led strategy, this individual will serve as a senior business partner to Real Estate Industry leadership and attorneys, helping execute integrated go-to-market initiatives that strengthen client relationships, identify growth opportunities, and enhance Goodwin's position as the premier legal advisor across the real estate investment lifecycle. The role requires deep knowledge of the institutional real estate ecosystem, strong leadership experience managing geographically dispersed teams, and the ability to work effectively across multiple functions including marketing, communications, competitive intelligence, client engagement, and practice development.
NewSenior Client Manager - Commercial Real Estate BRP Group, Inc.Senior Client Manager - Commercial Real EstateBoston, MALicense(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.
Tax Manager- Real Estate Ascend Partner Services LLCTax Manager- Real EstateBoston, MA$145,000–$175,000 / yearAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. We are seeking an experienced Tax Manager with deep expertise in real estate to oversee tax compliance, planning, and advisory services for real estate clients, including partnerships, funds, and high-net-worth investors.
NewClient Manager, Commercial, Real Estate BRP Group, Inc.Client Manager, Commercial, Real EstateKingston, MAManage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client's insurance. The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients.