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Manage new business and renewal workflows for high-net-worth personal lines: conduct exposure analysis, prepare submissions and quotes, negotiate coverage, present proposals, maintain carrier relationships, and use agency/carrier systems and rating tools to deliver tailored coverage solutions.

Drive new business and client relationships, utilizing data-driven insights and technology. Collaborate to deliver tailored solutions and maximize revenue growth.

Manage client surety bond needs by preparing bid and final bonds, maintaining financial and bond files, liaising with surety companies and clients, processing billing and close-outs, and providing administrative support.

Serve as primary client contact managing team operations, renewals, and service delivery. Coach Account Associates, coordinate with Producers, ensure accurate insurance processing, review quotes, complete renewal bind processes, and maintain documentation to minimize E&O exposure while improving retention and client satisfaction.

The Client Advisor is responsible for driving new business, deepening client relationships, and utilizing technology and data insights to enhance sales performance while achieving revenue goals.

The Senior Auditor will develop risk-based audit programs, assess internal controls, conduct audits, and ensure compliance with internal KPIs while managing multiple projects in a team environment.

Manage lost-time workers' compensation claims from assignment to resolution: investigate coverage and liability, maintain reserves, oversee medical and litigation activity, negotiate settlements, process payments, document claims, and communicate with employers, claimants, attorneys, medical providers, and clients while ensuring compliance with state statutes.

Manage new business and renewal placement for mid-to-large commercial insurance accounts. Conduct exposure and financial analysis, prepare submissions and quote specs, negotiate coverage terms, develop market strategies (including captives and large deductibles), and present proposals. Collaborate with client advisors, account teams, and carriers while maintaining licensing and carrier relationships.

Design, build, test, and maintain application and data integrations (APIs, file transfers, services, SQL). Collaborate with business and IT to analyze requirements, document designs, develop services and data extracts, troubleshoot integration errors, and support deployments and testing across ERP/HCM/EPM systems.

Manage and service a range of surety bonds, maintain client and bond files, prepare bid/final bonds, liaise with surety carriers and clients, assist advisors and team members, and perform administrative and agency management tasks.