Teams at People Corporation

Drives growth through advisor and MGA prospecting, opportunity qualification, pipeline development, and sales conversion. Identifies Integrated Solutions opportunities within existing business, leads smaller sales opportunities, supports larger pursuits, and facilitates introductions among advisors, clients, and internal teams. Builds strategic relationships across the insurance and group benefits industry, maintains opportunity reporting and market intelligence, and collaborates to increase advisor acquisition, retention, and revenue.

Nationally leads Client Operations across regions, developing scalable operating models, governance, service standards, performance frameworks, retention strategies, workforce planning, and continuous improvement initiatives. Oversees client growth, risk management, operational efficiency, talent development, executive reporting, and cross-functional collaboration to improve client experience, advisor productivity, profitability, and business performance.

Manage the onboarding and financial integration of acquired companies. Responsibilities include developing transition plans, converting forecasts into budgets, integrating payroll, benefits, banking, accounts payable, and revenue tracking, preparing financial reports and variance analyses, calculating post-close payments, coordinating cross-functional integration workstreams, communicating project progress, maintaining project systems, resolving challenges, and identifying process improvements. The role requires accounting and finance expertise, project management, stakeholder communication, and CPA completion or near completion.