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Manage Salesforce hygiene and pipeline operations, facilitate pipeline and renewal reviews, administer incentives and Salesforce system tasks, produce sales analyses and reports, and drive process improvements and accountability across sales, finance, and executive stakeholders to improve forecasting and revenue outcomes.

Act as primary client contact for employee benefits accounts, implementing benefits strategies with Producers/Client Executives. Manage open enrollment, COBRA, compliance, enrollment/eligibility, billing, basic claims coordination, CRM data, client communications, training, and ongoing service tasks.

Support client employee benefits programs by serving as day-to-day client contact, managing escalations, coordinating open enrollment and implementation, preparing RFPs and benefit analyses, maintaining client systems and communications, creating reports, and assisting Client Executives/Managers with strategy and project coordination.

Lead benefits analytics for private equity-backed clients: acquire and validate data, build financial models and projections, produce dashboards and executive reports, present insights to clients, manage projects, mentor junior analysts, and coordinate vendors and reconciliation efforts.

The Relationship Manager manages client relationships for Professional Liability policies, ensuring customer satisfaction, retention, and growth through account servicing and new business processing.

This role involves advising clients in life insurance, conducting consultations, analyzing policies, providing tailored recommendations, and collaborating on financial plans. Key responsibilities include client management, market research, and strategic execution.

The Client Manager supports Producers in managing client services in the Construction specialty, focusing on commercial property and casualty insurance. Responsibilities include managing renewals, responding to client inquiries, and preparing insurance documentation.

The Relationship Manager advises and manages relationships with private clients, ensuring exceptional service, handling renewals, and mentoring associates while promoting growth within the private client practice.

The Commercial Account Manager provides account services to small business clients, manages policy adjustments, conducts renewals, and collaborates with the sales team for optimal client solutions while maintaining high trust levels with clients.

As a SkillBridge Account Manager, you'll train in business insurance, manage policies, support client relationships, and pursue cross-selling opportunities.