Jobs at Risk Strategies

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.

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.

Manage and retain a public-sector employee benefits book of business. Lead implementations, renewals, compliance alignment, Open Enrollment strategy, wellness initiatives, and carrier/vendor relationships. Serve as a strategic client advisor, facilitate stakeholder decisions, resolve escalated issues, anticipate risks, and coordinate internal teams to deliver strong client experiences and support retention.

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.

Support the account management team by assisting client communications, coordinating project timelines, gathering and analyzing account data, preparing reports and presentations, and helping implement account strategies to maintain client satisfaction.

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.

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.

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.

Perform high-level reviews of aggregate stop loss and accommodation claims, validate eligible expenses under stop loss contracts, evaluate enrollments and attachment calculations, produce audit reports and exhibits within company timeframes, and support process improvements and implementation.

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.

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.

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.

Lead actuarial support for reinsurance and healthcare clients by developing proformas, evaluating new products, conducting rate and reserve analyses, supporting reinsurer negotiations, monitoring regulatory impacts, and providing ad-hoc actuarial and underwriting analysis across medical and supplemental health products.

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 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 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.

Manage day-to-day commercial insurance accounts including policy processing, endorsements, invoicing, certificates, claims reporting, renewals, coverage analysis, client consultation, compliance reviews, documentation in agency systems, and support business growth through account rounding and referrals.

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.