Jobs at Risk Strategies

Manage a personal book of business and build long-term client relationships for employee health & welfare plans. Provide day-to-day client service, prepare renewals/RFPs, coordinate vendors, analyze proposals, develop presentations, and support Team Leaders/Account Executives. Ensure data accuracy in benefits systems, coach Benefit Analysts, and drive client expansion while staying current on industry regulations and products.

Support client teams on employer-sponsored health & welfare plans by collecting and analyzing data, preparing reports and RFPs, managing project tasks, coordinating vendor implementations, reviewing SPDs/contracts, researching compliance, and maintaining benefit tracking tools. Provide client-facing support under moderate supervision and assist team leaders and account managers.

Manage end-to-end implementation and renewals of student health insurance plans for colleges and universities. Prepare project documentation, lead client meetings, coordinate cross-functional teams, track post-implementation improvements, ensure SOP and quality compliance, and maintain timely communications with internal and external stakeholders.

Manage day-to-day pretax administration for employer groups and partners, handle inbound calls and emails, resolve escalations, assist with billing and renewals, generate reporting, document activity in CRM, and liaise with IT and internal teams to ensure service and plan changes are communicated and resolved.

Provide administrative and facilities support for the NYC office: manage vendors and facilities, handle reception and phone coverage, maintain desk reservations and conference rooms, process vendor invoices and Concur expense reimbursements, assist with regional event planning and leader scheduling, and coordinate building safety and mail duties.

Manage day-to-day client service for a book of business: handle renewals end-to-end, prepare submissions and proposals, manage policy changes, billing and invoices, maintain accurate system records, coordinate with carriers/wholesalers and third-party vendors, and support retention and new business efforts.

Manage a large-market book of business for employer-sponsored health & welfare plans. Serve as subject-matter expert, handle day-to-day client inquiries, prepare renewals/RFPs, coordinate vendors, produce client deliverables and analytics, coach analysts, and drive client expansion while ensuring compliance with regulations and maintaining accurate account data.

Lead Commercial Lines expansion in Northern California by identifying growth markets, driving organic revenue, recruiting and mentoring producers, partnering cross-functionally to cross-sell, managing CRM and pipeline analytics, and maintaining carrier and community relationships to support complex commercial placements.

Support account management by assisting client communications, coordinating project timelines, gathering and analyzing account data, and preparing reports and materials to maintain client satisfaction.

Manage a high-net-worth personal lines/private client book, nurture client relationships, handle renewals/endorsements, assess client needs, prepare proposals, collaborate with underwriters, conduct account reviews, resolve inquiries, and maintain accurate client records while pursuing cross-sell opportunities.

Serve as a trusted advisor for standard personal lines clients: service accounts, retain and grow renewals, perform coverage analyses and quotations, maintain AMS/EPIC records, mentor assistants, collaborate with producers and carriers to recommend placements.

Manage a portfolio of 401(k)/retirement plan clients, serve as primary contact for plan sponsors, prepare reports and presentations, support enrollments, assist compliance testing, and ensure service delivery aligned with ERISA, IRS, and DOL regulations.

Serve as a trusted advisor for standard personal lines clients by servicing a high-volume book, advising on coverage and carrier placement, supporting renewals and retention, developing new business, maintaining AMS/EPIC records, and mentoring junior account specialists.

Manage day-to-day client service for an assigned P&C book, support renewals and placements, handle carrier interactions, maintain system records, process audits and accounting tasks, and coordinate with producers, vendors, and carriers to ensure policy accuracy and client satisfaction.

Manage daily client service for a book of commercial P&C accounts: handle renewals end-to-end, prepare submissions and proposals, manage policy changes, billing, claims support, maintain system records, and coordinate with carriers, wholesalers, vendors, and accounting teams.

Manage a portfolio of mid-market commercial insurance accounts by supporting renewals, preparing submissions and proposals, coordinating certificates, maintaining accurate agency records, producing loss exhibits, and ensuring quality control of policies, endorsements, audits, and claims while partnering with Account Executives to place and grow accounts.

Manage client relationships, develop and implement account plans, identify upsell/cross-sell opportunities, coordinate internal teams to deliver services, monitor account performance, and provide regular client reports to drive retention and revenue.

Lead enterprise insurance analytics initiatives supporting underwriting, claims, finance, and operations. Build reporting and dashboards, ensure data integrity across TPAs and systems, support captive program performance, partner with actuary and IT, and present actionable insights to leadership.

Serve as primary relationship and strategic lead for large/jumbo clients on life, disability, and LTC benefits. Develop benefit strategies, lead renewals/RFPs and carrier negotiations, interpret underwriting and funding, direct account teams, ensure SLA adherence, review customer materials, advise on plan design and enrollment, and identify opportunities to optimize programs.

Manage daily client service for a book of commercial P&C accounts: support renewals and placements, prepare submissions/proposals, handle certificates/invoices/audits, update system of record, coordinate with carriers/wholesalers and third-party vendors, assist with claims and client accounting, and support retention and compliance initiatives.