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Marketing Specialist
Location: James Island, SC
Schedule: Hybrid (in-office on Wednesdays)
Compensation: $60,000–$80,000 annually
Employment Type: Full-Time
A local, well respected, and established insurance agency serving the South Carolina coast, is seeking a Marketing Specialist to join thier team. This position is opening due to an upcoming retirement, with a structured transition and training period in place through the end of the year.
Why Join This Agency
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Long-tenured, stable leadership team with deep regional expertise
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Opportunity to train directly with a retiring senior team member
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Exposure to complex, high-value accounts in the construction, hospitality, and property sectors
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Strong agency culture that values collaboration, mentorship, and professional development
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An environment that blends strategic marketing with relationship-building
Key Responsibilities
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Collaborate with Account Managers and Producers to market accounts across multiple carriers
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Strategically place intricate coastal accounts with appropriate insurance markets
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Use and manage AMS 360 (training available) and other quoting systems
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Support renewal and new business efforts in partnership with the internal team
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Represent the agency in professional settings including carrier meetings and networking events
Qualifications
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Bachelor’s degree required
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3–5 years of experience in a property & casualty insurance agency environment
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Experience with coastal accounts preferred (5+ years ideal)
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Familiarity with AMS 360 or similar management systems (can train)
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Strong organizational skills, attention to detail, and the ability to manage multiple carrier relationships
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Excellent communication and interpersonal skills; professional presence is essential
Position Details
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Account Types: Mid-to-large accounts (50–250), generalist focus (construction, hotels, restaurants)
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Software: AMS 360, manual quoting systems
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401(k): Eligible after one year (3% employer contribution regardless of employee contributions)
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Start Timeline: Targeting a hire within one month; training period available before year-end
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Interview Process: Initial screening followed by 2–4 weeks of interviews and onboarding
If you are looking for a long-term opportunity with a reputable agency, and you thrive in a strategic, client-service-focused marketing role, we encourage you to apply.
Please submit your resume through LinkedIn or reach out directly for more information.
#LI-PM1
Commercial Lines Account Executive | Raleigh, NC
Work with high-value clients at a bank-owned, relationship-driven insurance agency
A sophisticated, resource-rich insurance agency is seeking a Commercial Lines Account Executive to join their growing Raleigh, NC team. This is a strategic, client-facing role supporting a high-profile book of business across construction, manufacturing, and large commercial sectors.
Why Join This Agency?
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Bank-Owned Agency: Sophisticated client base with deep relationships from their banking division
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Growth & Support: Dedicated account management, claims, and marketing support teams
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Employee-Centric Culture: Focused on employee development, continued learning, and internal promotion
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Great Benefits: Comprehensive health coverage, 401(k), PTO, and more
The Role:
Title: Commercial Lines Account Executive
Location: Raleigh, NC
Reports To: Director of Client Services
Type: Full-time, Permanent
Responsibilities:
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Serve as a strategic lead for middle-to-large market commercial clients
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Manage ongoing insurance program execution, including renewals and service delivery
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Maintain strong communication with clients and producers
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Oversee coverage structure, marketing strategy (with internal support), and renewal cycles
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Focus on relationships — not just transactions — with long-term retention goals
Book & Clients:
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Industries include: Construction, Manufacturing, and Agriculture (plus standard commercial)
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Book value ranges from $750K to $1.2M
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Supported by an internal Account Manager, Claims Team, and Carrier Marketing
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Mix of new and renewal business responsibilities
What We’re Looking For:
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Active P&C license required
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5+ years of commercial insurance experience required
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Ideally 7–10 years and comfortable with large, complex accounts
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Strong strategic thinking and client relationship management skills
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Background with Applied Epic preferred
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Industry designations (CIC, CRM, etc.) are a plus
Compensation & Benefits:
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Base Salary: $90,000 – $120,000
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Comprehensive medical, dental, vision coverage
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401(k) with company match
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Generous PTO & paid holidays
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Opportunities for growth and ongoing education
Work Environment:
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Professional, team-driven, and client-first culture
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Access to strong internal resources — you’ll never be on an island
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High visibility and close partnership with leadership and producers
Looking to level up your career in a true Account Executive role supporting major accounts with the backing of a powerful internal team? Apply now or reach out for a confidential conversation.
#LI-PM1
Employee Benefits Producer | Baltimore, MD
Join a top-performing, indepedent agency with built-in referral pipelines
We are expanding and looking to add a full-time Employee Benefits Producer to our Baltimore team. This is a high-impact sales opportunity within a growing division where 45% of new business comes directly from bank referrals. You'll walk into a manageable book of business and be expected to grow it in a resource-rich, client-focused environment.
Why Join FNB Insurance?
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Bank-Owned Agency: Steady pipeline of referrals from banking partners
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Warm Leads: 45% of new business originates from internal referrals
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Strong Infrastructure: Marketing support, established processes, and consultative sales culture
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Professional Environment: Middle-market client base, no micromanagement
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Career Growth: This is a growth hire with opportunity to build a significant book
The Role:
Title: Employee Benefits Sales Executive
Location: Fully On-Site | Baltimore, MD
Reports To: Regional Director of Benefits
Start Date: August 2025
Type: Full-time, Permanent
Responsibilities:
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Manage and grow an existing book of group benefits business
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Leverage internal banking referrals to drive new sales
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Build strong client relationships through a consultative sales approach
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Collaborate with internal teams, including marketing and service support
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Focus on small to middle market group clients (targeting 50+ lives)
What We’re Looking For:
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3+ years of employee benefits sales experience
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Active Life & Health license
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Experience with Applied Epic preferred (working toward Navigator license)
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Proven success growing and retaining a book of group benefits business
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High EQ, consultative sales skills, and strong communication
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Background in larger firms preferred
Compensation & Benefits:
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First-Year Compensation: $100,000–$150,000+ (based on experience and sales history)
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Incentive Structure: (negotiable)
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Full benefits package including 401(k)
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Resources to support your success — you sell, they support
#LI-PM1
Commercial Insurance Account Executive - Hybrid
Summary:
Established agency seeking to hire a Commercial Insurance Account Executive.
Job Duties:
- Full Knowledge of insurance products and usages
- Ability to advise and consult with clients re: their insurance coverages
- Manage workflow of assigned book of business and delegate workflow
- Maintain accounts in accordance with organizational guidelines
- Service and monitor account activity.
- Call existing insured to compliment or “round out” personal accounts.
- Work strategically with sales staff to optimize relationships and protect client’s business.
- Perform special projects as directed by the VP, Commercial Lines.
- Review policies and coverage for accuracy and rating calculations.
- Process endorsements, placement requests and invoicing.
- Complete and prepare certificates, proposals, policy summaries and reviews.
- Develop and maintain excellent relationships with our partners, carriers and vendors.
- Responsible for marketing process & quoting new and renewal business
Qualifications:
- P&C licensed
- 10+ Years working with large market accounts in agency environment
- Ability to meet/w clients and discuss insurance mitigation strategies
- Must be organized
- Ability to delegate workflow
- Ability to multi task
- Strong math & technical skills
#LI-KD1
Senior Client Relationship Manager
(Includes Surety and Claims)
Division: Commercial Division
JOB SUMMARY:
The primary purpose of this job is to service the Property and Casualty insurance programs for assigned clients of the Commercial Insurance Division.
ESSENTIAL FUNCTIONS
Agency specific training will be provided.
- Maintain and enhance relationships with existing clients by being proactive, creative, and engaging.
- Collaborate with mid and senior-level client team members and coordinate daily administrative activities with the commercial lines department.
- Provide knowledge and experience needed to support the producers, WD management and commercial lines department.
- Identify opportunities to account round with existing clients.
- Assist in preparing RFP responses.
- Bind excess and surplus coverage as well as completing affidavits. This may include filing for WD’s excess license as well as uploading documents to ELANY website.
- Provide guidance, coaching, and mentoring to client service coordinators and client relationship associates.
- Cross train as needed.
- Adhere to the stated expectations of the E&O Plus Quality Management Program.
ADDITIONAL RESPONSIBILITIES
As a Client Relationship Manager, major responsibilities include but are not limited to:
- Independently analyze contracts, quoting and binding additional coverages if needed.
- Keep informed of industry information, new product information, coverage and technology to continuously improve knowledge and stay current.
- Interact with others effectively by utilizing good communication skills; cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency.
- Maintain required and additional continuing education for license and professional designations.
- Determine which insurance products best meet the client’s insurance needs and advise the client regarding the advantages and disadvantages of coverage options.
- Review policy terms and conditions and make independent determination with respect to appropriateness of insurance coverage.
- Maintain solid customer relationships by handling questions and concerns with efficiency and professionalism.
- Actively refer clients to Group Benefits and Personal Lines Insurance Department for solicitation of new business.
- Market, propose and complete renewal applications for insurance coverage.
- Independently develop a thorough understanding of insurance carriers’ business preferences as well as industry changes and determine which markets to approach for new business and how best to approach them based on that understanding.
- Prepare analysis of client’s program for presentation by utilizing insurance summaries or customized insurance proposals.
- Review and verify policies for requested coverage, correct information and proper pricing for new business, renewals, endorsements and audits.
- Accurately document conversations in agency management system with clients, sending confirmations to clients and adhering to all other agency procedures that are established.
- Provide accounting with invoices and activity reports every month. Assist employees and accounting with any billing questions.
- Develop and maintain knowledge of commercial coverage, systems and procedures, underwriting and risk management techniques and insurance products.
- Participate in training and seminar courses to maintain Property & Casualty license.
EDUCATION & EXPERIENCE
- 6 years of sales, marketing, or relationship management experience, required
- NYS Property & Casualty license, required
KNOWLEDGE, SKILLS AND ABILITIES
- Working towards a professional designation.
- Strong commitment to high quality service delivery.
- Ability to work independently.
- Ability to understand written and oral communication and interpret abstract information.
- Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately.
- Full knowledge of insurance products, usage, and markets.
- Ability to utilize computer systems and programs and understand functionality.
- Knowledge of insurance principles and procedures.
- Proficiency in Microsoft Office.
- Time management, analytics, problem solving and decision making.
- Ability to participate in a team environment.
Reports to/Department
Manager of Commercial Insurance Operations
FLSA Job Classification
Exempt (Full-Time)
#LI-TM1
Job Summary
As a Commercial Lines Account Executive, you will be responsible for maintaining and growing a portfolio of commercial insurance accounts. You will serve as the primary point of contact for clients, providing exceptional customer service and tailored insurance solutions. Your strong understanding of commercial insurance products and the ability to build and maintain relationships will be essential for success in this role.
Responsibilities
- Develop and maintain strong relationships with clients, understanding their insurance needs and providing appropriate solutions
- Collaborate with underwriters to negotiate terms and conditions with insurance carriers
- Analyze and assess commercial clients' risks and exposures, providing recommendations and options to mitigate these risks
- Prepare and present proposals, market new and renewal business, and facilitate the issuance of insurance policies
- Stay current with industry trends, regulations, and compliance requirements, and educate clients on relevant changes
Qualifications/Requirements
- At least 4 years of experience in an independent agency setting required; 5+ years preferred
- Strong knowledge of commercial insurance products, coverages, and markets
- Excellent communication and negotiation skills
- Ability to work independently and as part of a team
- Holds an active P&C (Property and Casualty) insurance license
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#LI-EL1
Job Summary
As an Employee Benefits Account Executive, you will be responsible for managing and maintaining relationships with the clients regarding their employee benefits packages. You will work closely with the clients to understand their needs and provide them with comprehensive employee benefits solutions.
Responsibilities
- Develop and maintain strong client relationships by being the primary point of contact for all employee benefits inquiries and requests
- Conduct regular meetings with clients to assess their needs and provide strategic guidance on benefit offerings
- Collaborate with internal teams to develop customized employee benefits packages that align with clients' needs and budgets
- Stay up-to-date on industry trends and changes in benefit regulations to provide informed advice to clients
- Monitor and track client satisfaction to ensure ongoing retention and growth of accounts
- Drive new business development through proactive outreach and networking efforts
Qualifications/Requirements
- Proven experience as an Account Executive or similar role, with a focus on employee benefits
- 4+ years of relevant insurance industry experience preferred
- Strong understanding of employee benefits products and services
- Previous mid- to large-market and large group experience
- Previous fully-funded and self-funded experience
- Excellent communication and presentation skills
- Ability to build and maintain relationships with clients
- Knowledge of benefit regulations and compliance
- Holds an active L&H (Life and Health) insurance license
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#LI-CH3
No Sales. Servicing Role. Client Facing. Good Insurance knowledge. Stable. Renewal process. 5 year minimum experience. Multi-family real estate- helpful. Communicate with clients. Manage the CSRs. Marketing submissions- Report to the AE. Need
Sophisticated client base. Target market is $250k premium and above. Experience working with $100k+ Middle Market.
Ideally these people are coming from Marsh, McGriff, Galleghar, Snellings, SSP. Willis, AON.
Hoping to fill within 90 days. Would love to hire within 90 days.
Salary $70-$85 sweet spot. $100k. Will send up to $150k.
we want candidates from these places and we want a minimum of 5 years
- Lockton
- Marsh
- Willis
- AON
- Gallagher
- Sterling Seacrest Pritchard
- Snellings Walter
- McGriff
- USI
- Ironwood
- Beecher/Brown and Brown
- Epic
- Palmer Cay
JOB DESCRIPTION POSITION: Account Executive DEPARTMENT: Commercial Lines POSITION REPORTS TO: Team Leader FLSA STATUS: Exempt Workday JOB CODE: CSPCACCTEXEC
514 Garden City Prepared: July 2020 NE TRAILS Approved by: JG June 2024
Purpose: Retain and grow business by servicing and managing client and prospective client relationships both internally and externally collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities. Essential Duties and Responsibilities:
1. Establish, cultivate and manage customer relations with client and prospective decision-makers; as well as carrier partners and internal resources throughout the organization.
2. Identify gaps in coverage and advise the client and prospective clients with options; as well as work through complex coverage needs.
3. Responsible for loss analysis, providing coverage comparisons, review of policy forms, claims reporting and resolution, and responding to coverage questions for assigned book of business.
4. Ensure matters are tended to in relation to the assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes.
5. Manage the renewal process for all assigned and prospective clients including loss trend analysis, the negotiation of renewal pricing, stewardship reporting, as well as preparing and delivering the renewal proposals and binders.
6. Grow book of business through networking and referrals to identify prospects, and cross-selling. 7. Support sales team with new business meetings and implementation of new clients. 8. Create and present educational materials for value-add services to clients and prospects. 9. Review and resolve client disputes regarding complex claims. 10. Ensure internal compliance and client disclosure requirements, policies, endorsements, and certificates meet
client expectations, legal requirements, and insurance operations. 11. Support training initiatives for new service and sales teammates. 12. Follow agency guidelines, policies, and procedures. 13. Promote teamwork within department and profit center through support, knowledge sharing and a positive
attitude. 14. Promote a commitment to achieve or exceed internal and external performance standards. 15. Participate in training opportunities to remain current on industry information, new product development,
legislation, coverages, technology, and continuing education required for valid licensing. 16. Attend internal and external meetings. 17. All other duties as assigned.
Competencies:
1. Resilience- Steps up to tackle tough assignments. 2. Drives Results – Consistently achieve results through problem solving. 3. Instills Trust– Gains the confidence & trust of others through honesty, integrity & authenticity. 4. Customer Focused – Builds strong relationships and delivers customer centric solutions. 5. Drives Engagement – Helps create a positive and engaging work environment. 6. Cultivates Innovation – Creates new and better ways for revenue growth and client retention. 7. Attracts & Develops Talent – Refer top talent and set a positive example for potential new hires. 8. Decision Quality – Make good and timely decisions that drive efficient workflows. 9. Communicates Effectively – Delivers communications that convey a clear understanding of the unique needs of
different audiences. 10. Mentorship – Support the growth and development of others through teamwork and knowledge sharing.
JOB DESCRIPTION POSITION: Account Executive DEPARTMENT: Commercial Lines POSITION REPORTS TO: Team Leader FLSA STATUS: Exempt Workday JOB CODE: CSPCACCTEXEC
514 Garden City Prepared: July 2020 NE TRAILS Approved by: JG June 2024
Education, Experience & Knowledge: Required:
Valid Property and Casualty Insurance Producer license in good standing. Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted. Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point,
and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc. Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding
machine, etc.) 7+ years’ experience in the insurance industry, or a related field.
Preferred:
College Degree in a business-related field. Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU)
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Physical Requirements Necessary on a Regular Basis: Ability to independently visit clients, prospects, and make related calls to others approximately 40%-50% of time. Ability to travel for industry and carrier events approximately 10-15% of time. Ability to perform 30% sedentary work, exerting up to 10 pounds of force occasionally, and exert negligible force
frequently; may be asked to exert up to 20 pounds of force periodically, as needed. Vision sufficient for use of a computer monitor. Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse and telephone on
a constant basis, 7-8 hour per day. Speech and hearing sufficient for phone and in-person communication. Physical efforts include repetitive small motor activity, grasping, verbally communicating detailed and important
information to others quickly and accurately, stooping, reaching, standing, lifting light objects less than 10 pounds frequently, and climbing occasionally.
I acknowledge that I have reviewed this job description and can perform the essential duties with, or without, reasonable accommodation. Employee Name:___________________________________________________ Employee Signature: _______________________________________________Date Reviewed: _________________ This job description is not meant to be an all-inclusive statement of the duties and responsibilities listed above. Other appropriate duties may be included from time to time.