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Provide day-to-day client services for commercial insurance accounts including processing policies, endorsements, certificates, billing, and audits. Advise clients on coverage, support producers with proposals and meetings, maintain agency management records, and ensure timely, accurate servicing while managing multiple priorities in a team-focused, fast-paced environment.

Serve as primary client contact for benefits consulting: analyze client data, conduct market comparisons, obtain quotes, negotiate premiums, develop benefit strategies, ensure compliance, support marketing and new business, lead enrollment communications, and maintain agency documentation.

Support producers and practice leaders in business development and client service for employee benefits: research prospects, maintain CRM data, prepare proposals and sales materials, coordinate meetings and events, assist onboarding and renewals, track deliverables, and provide administrative support to service teams.

Support Client Executive/Manager with benefits account maintenance and day-to-day service: prepare RFPs and marketing spreadsheets, draft open enrollment materials, assist enrollments and health fairs, process BORs and invoices, update client/internal systems, collect contracts and data, resolve billing/claims issues, and provide administrative support.

Support day-to-day operational aspects of commercial insurance accounts: client communication, certificates, policy changes, renewals, invoicing, audits, document posting, reporting, and administrative tasks using company portals and systems.

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.

Coordinate life insurance product and case design, consult with clients and advisors, analyze policies, recommend tailored solutions, manage applications and policy administration, maintain carrier product knowledge, support multiple projects, ensure compliance, and use technology (AI/Claude, CRM, illustration systems) to deliver client-centric planning and implementation.

Support advisors and clients by designing and analyzing life insurance solutions, managing policy illustrations and applications, conducting market research, and coordinating deliverables. Provide client consultations, ensure compliance, maintain carrier product knowledge, prepare meeting materials, and collaborate across teams to implement strategy and improve processes.

Support advisors and clients by designing life insurance solutions, analyzing policies, preparing client materials, and managing policy illustrations and applications. Coordinate projects, maintain carrier product knowledge, ensure compliance, and use AI and insurance software to improve processes and client outcomes.

The Brand Manager oversees brand governance, supports brand activation initiatives, manages brand assets, and partners with teams to ensure consistent brand application and successful campaigns.