Provide onsite loss control consulting to assess site conditions, regulatory compliance, and exposures; analyze loss data; produce written reports; develop client-specific safety policies and training; present solutions to clients and prospects.

Greet visitors, manage lobby and mail, maintain customer files, triage complex requests to service teams, assist account managers, order supplies, and engage clients proactively while supporting company culture and office operations.

Support a Managing Director's book by managing renewals and new-business marketing, tracking service timelines, claims and retention initiatives, coordinating underwriting/marketing efforts, and maintaining account data to drive client retention and growth.

The Strategic Account Executive manages complex benefit accounts, ensuring client satisfaction through strategic planning, technical expertise, and relationship development, while overseeing account management tasks and client interactions.

The Senior Account Manager manages client relationships, supports sales, handles service requests, and ensures compliance in employee benefits accounts.

The Commercial Lines Account Manager provides exceptional service to clients while managing commercial accounts, including insurance program design and carrier negotiations.

The Commercial Lines Account Manager delivers exceptional service while managing commercial accounts, implementing insurance programs, negotiating with carriers, and collaborating with team members. They ensure compliance with regulations and maintain client relationships through effective communication and support.

Provide administrative support for commercial and personal lines: carrier logons, preparing and compiling proposals, copying jobs per instructions, printing, binder assembly, and other clerical tasks supporting internal and external stakeholders.

The Senior Commercial Lines Account Manager provides exceptional service and support to clients, manages insurance programs, and ensures compliance with laws while maintaining relationships with carriers and producers.

The Commercial Lines Account Manager provides service to clients and maintains insurance programs while supporting producers and managing accounts. Responsibilities include implementing insurance plans, investigating proposals, renewing policies, and providing client education.

The Personal Lines Insurance Account Manager manages a book of insurance business, maintains client relationships, processes renewals, and educates clients on coverages.

Lead and advise account managers on commercial P&C client accounts: design insurance programs, negotiate with carriers, prepare proposals, manage renewals, support producers, and ensure compliance and client service.

The Account Manager builds client relationships, manages service requests, coordinates marketing efforts, conducts enrollments, and ensures compliance in employee benefits.

The Commercial Lines Account Executive leads client accounts, manages insurance programs, negotiates terms with carriers, and provides technical support, ensuring client satisfaction and timely processing of transactions.

The Account Coordinator provides administrative support to account managers, assists in client relations, prepares reports, and ensures accurate billing and enrollment materials. Responsibilities include data entry, customer service, and maintaining agency files while collaborating with team members.

The Account Coordinator provides support to account managers, maintains client relationships, processes data, and assists with client meetings. Responsibilities include data entry, preparing reports, auditing billing statements, and ensuring client satisfaction.

The Association Insurance Advisor will represent an insurance agency within a trade association, focusing on member engagement, insurance account management, and compliance with regulatory standards, while building relationships and driving program adoption.

The Certificate Processor issues new and renewal certificates, provides customer service, processes documents, and communicates with stakeholders to deliver critical insurance information.

The Commercial Lines Account Manager provides support in managing commercial insurance accounts, maintaining client relationships, and ensuring accurate processing of insurance transactions.

The Association Insurance Advisor operates within a trade association to engage members with insurance offerings, drives adoption, handles commercial placements, and ensures compliance while building relationships and trust within the organization.