Jobs at Risk Strategies

Lead development and execution of scalable regional and select national B2B marketing programs to drive new business, retention, cross-sell, pipeline growth, and ROI. Partner with regional leadership and sales to localize national initiatives, establish frameworks for adoption, analyze campaign performance and KPIs, and align budgets and priorities across regions.

Analyze financial data, prepare reports, assist with month-end close and reconciliations, ensure GAAP compliance and internal controls, and support budgeting, forecasting, and process improvements.

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.

Evaluate commercial property & casualty policies, analyze loss runs and claims history, develop renewal positions and quotes, conduct underwriting calls, complete policy intake forms, submit files for actuarial pricing, coordinate with claims, and provide client-facing underwriting documentation and recommendations.

Own strategic client relationships for public sector employee benefits programs, lead implementations, renewals, open enrollment, compliance, and vendor/carrier management to drive retention and long‑term value.

Lead advanced financial and renewal analyses for complex public‑sector employee benefit programs. Manage RFPs and carrier evaluations, produce client reporting, present findings, ensure compliance (ACA, COBRA, OPEB), mentor analysts, and partner with consultants, client services, carriers, and vendors to optimize benefits strategy and cost management.

Conduct detailed audits of high-complexity stop-loss claims to ensure accuracy, compliance, and adherence to procedures. Document findings, recommend corrective actions, identify trends, collaborate with departments, and support audit reporting and analytics.

Lead data-driven initiatives to analyze complex datasets, build dashboards, present insights to leadership, and drive continuous improvement projects to improve operational performance and inform strategic decisions.

Provide hands-on support for integrations, data flows, and day-to-day application operations. Monitor, troubleshoot, and maintain SFTP- and API-based integrations, validate data via SQL queries, assist with platform administration (user access, configurations), monitor jobs/pipelines, perform initial root-cause analysis, document processes, and collaborate with business and IT teams to improve reliability and data quality.

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.

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.

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.

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.