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Serve as primary contact for employee benefits clients, develop coverage strategies, manage renewals and enrollments, ensure compliance (ACA, ERISA, HIPAA, COBRA), negotiate with carriers, oversee implementations, mentor junior staff, and use agency tools to deliver strategic benefits advice and client service.

Manage a portfolio of payroll clients: collect and enter payroll data, meet processing deadlines, assist with reports and issues, provide phone/email customer support, learn payroll software, and collaborate with internal teams to promote products and services.

Manage and grow a portfolio of commercial transportation clients by delivering tailored insurance solutions, meeting sales targets, negotiating with carriers, preparing ACORD applications and proposals, handling binders and certificates, and providing ongoing client support and technical expertise.

Lead end-to-end Workday Financials implementations and optimizations, managing scope, schedule, budgets, integrations, data migrations, testing, cutover, and hypercare. Partner with Finance, IT, and business stakeholders to embed controls, drive change management (communications, training), ensure adoption, and continuously improve financial systems.

Serve as primary client contact for complex employee benefits accounts, lead service delivery, mentor account teams, coordinate renewals and placements, negotiate with carriers, identify coverage gaps and risks, drive retention and growth, and ensure accurate documentation to minimize E&O exposure.

Manage client relationships, provide strategic benefits guidance, ensure compliance with health regulations, and lead renewal processes for benefits plans.

Manage new business and renewal placement processes for property & casualty accounts: maintain timelines, prepare submissions, analyze exposures, negotiate coverage, produce proposals, and collaborate with client advisors, account teams, and carriers to deliver tailored insurance solutions.

The Associate Client Advisor will drive business growth, develop client relationships, and leverage technology for sales effectiveness across multiple lines of business.

The Client Advisor will focus on revenue growth and client acquisition by building relationships and utilizing data-driven insights and technology to deliver tailored solutions and achieve sales objectives.

The Client Advisor delivers insurance and advisory strategies to clients, focusing on reducing dependency and boosting performance through consultative selling and client presentations.