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Manages high-net-worth personal insurance clients as a trusted advisor and primary contact. Reviews exposures, losses, and coverage; recommends appropriate products; manages renewals and retention; identifies cross-selling opportunities; and resolves complex service issues. Maintains accurate policy data in Applied EPIC, collaborates with carriers and internal teams, and delivers timely, professional client communication.

Analyze and report enterprise financial results, monitor revenue, expenses and KPIs, support budgeting, re-forecasting and outlook processes, prepare variance analysis and presentations versus budget/prior year, collaborate with operations and finance partners to improve reporting processes and KPIs, and ensure timely GAAP-aligned delivery of financial reporting.

Manage day-to-day service and policy maintenance for mid-size to large commercial accounts. Build client relationships, support renewals and retention, collaborate on risk management and proposals, handle claim reporting and carrier oversight, up-sell coverage, coach junior staff, and ensure compliance with licensing and agency procedures.

Manages employee benefits accounts as a primary client contact, handling policy transactions, renewals, claims support, endorsements, certificates, correspondence, and client inquiries. Develops coverage strategies, supports insurance marketing and sales, maintains accurate agency management system records, coordinates with internal departments, and stays current on carrier underwriting requirements, policy provisions, industry trends, and licensing compliance.

Manages employee benefits insurance accounts as the primary client contact. Responsibilities include servicing policies, preparing quotes and proposals, processing endorsements and certificates, supporting claims, collecting renewal data, reviewing policy accuracy, maintaining agency system records, communicating with clients and producers, supporting insurance marketing and sales, and staying current on underwriting requirements, policy provisions, and licensing compliance.

Manage lost-time workers' compensation claims from assignment to resolution: investigate liability, maintain reserves, manage litigation and medical activity, negotiate settlements, process payments, document claims, and communicate with stakeholders while ensuring compliance with state statutes.

Manages employee benefits client accounts, renewals, new business processes, insurance processing, service delivery, and client communications. Coordinates and coaches Account Associates, supports Producers and Account Executives, reviews quotes, negotiates coverage and pricing with underwriters, ensures accurate renewal documentation, and drives retention and process improvements.

Manages employee benefits client accounts, renewals, new business processes, service delivery, and day-to-day client relationships. Coordinates and coaches Account Associates, supports Producers and Account Executives, reviews quotes, negotiates coverage and pricing with underwriters, prepares renewal materials, ensures accurate documentation, and drives client retention and timely completion of insurance processes.

Leads four teams responsible for Applied Epic support, configuration, reporting, releases, and ancillary products. Oversees platform health, incident resolution, change management, vendor relationships, reporting quality, acquisition onboarding, and cross-functional projects. Establishes priorities, processes, documentation, capacity planning, and cross-training while serving as the escalation point for business-impacting issues. Translates business needs into system and process solutions and drives continuous improvement across application operations.

Manages employee benefits accounts as a primary client contact. Responsibilities include servicing policies, processing quotes, endorsements, certificates, renewals, claims, and correspondence; developing coverage strategies; supporting insurance marketing and sales; maintaining accurate agency management system records; coordinating with departments and producers; and staying current on underwriting requirements, policy provisions, industry trends, and licensing compliance.