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The Senior Client Manager oversees client relationships in the insurance sector, manages service delivery, mentors teams, and develops business strategies, primarily for Charter Schools.

Provide administrative support for the Financial Services insurance team: data entry into Sagitta, renewals, certificates, billing/invoicing, policy issuance, surplus lines filings, filing in ImageRight, and liaising with accounting and carriers. Requires strong attention to detail and customer service skills.

Serve as primary client contact for senior living accounts: manage day-to-day service, renewals, policy changes, claims reporting, certificates, invoicing, applications, insurer submissions, negotiate terms, prepare proposals, and maintain account data in agency systems (Sagitta).

Manage new business pipeline and coordinate internal resources to deliver proposals and onboarding for Private Equity/M&A clients. Support producers, drive strategy sessions, oversee portfolio management and stewardship reporting, and service select PE firms. Maintain trackers and collaborate with placement and service teams to ensure coverage, renewals, and client deliverables.

Drive business growth by generating leads, meeting prospects, delivering presentations, attending industry events, partnering with senior financial professionals, and supporting client relationship development while completing training and obtaining insurance licenses.

Manage new business pipeline and coordinate internal teams to deliver proposals, onboard clients, and steward private equity portfolios. Support producers on strategy, renewals, and reporting while maintaining trackers and providing best-in-class P&C insurance service to clients.

As a Brand Ambassador, you will lead brand initiatives, engage with prospects, create social media content, and build relationships to drive brand awareness.

As a Lead Generation Specialist, you will create brand initiatives, connect with prospects, and develop campaigns to drive sales and brand awareness across various events and digital platforms.

The Senior Account Manager - M&A Insurance & Risk Advisory manages complex commercial insurance programs supporting M&A transactions, providing strategic risk guidance to clients.