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Manage and grow an Employee Benefits insurance client portfolio through relationship building, prospecting, cross-selling, needs assessments, customized proposals, negotiations, and policy binding. Serve as a technical client contact, collaborate with advisors and account managers, gather underwriting and claims information, ensure regulatory compliance, resolve complex issues, and support policy changes and account service. The role requires insurance sales expertise, strong communication, analytical skills, technology proficiency, and an appropriate Life and Health Insurance license.

Manages commercial insurance accounts and serves as a primary client contact. Responsibilities include quoting and issuing policies, processing endorsements and certificates, supporting claims and renewals, collecting account data, developing coverage strategies, reviewing policy accuracy, maintaining client records in Applied Systems EPIC, coordinating with producers and internal departments, and staying current on underwriting requirements, insurance provisions, industry trends, and licensing compliance.

Manages a portfolio of group health plans and maintains an assigned employee benefits book of business. Ensures plan sponsor compliance, prepares new and renewal submissions, obtains carrier quotes, reviews policies and invoices, develops client action plans, and presents proposals. Coordinates resources, negotiates agreements, monitors account performance, documents activities, and maintains quality control. The role also supports sales efforts and requires an active Health and Life license, benefits account management experience, and strong communication and organizational skills.

Manages a book of large and complex commercial insurance accounts, serving as the primary client contact. Oversees renewals, exposure analysis, marketing, carrier negotiations, policy documentation, audits, certificates, endorsements, and new business placements. Maintains accurate records in Applied EPIC, advises clients on coverage, supports producers and account executives, monitors industry and underwriting trends, and mentors junior staff. The role requires strong commercial property and casualty insurance expertise, organizational and communication skills, an active P&C license, and on-site collaboration.

Manages a high-net-worth personal lines insurance book of business, conducting annual reviews, evaluating exposures and coverage, negotiating with carriers, and recommending risk management solutions. Provides responsive client service, monitors policy issuance and claims handling, communicates exclusions and policy changes, maintains accurate records in agency systems, and collaborates with producers to develop appropriate coverage plans. The role requires strong organization, communication, relationship-building, insurance knowledge, and attention to detail.

Manages day-to-day employee benefits account servicing, including policy transactions, renewals, claims support, client inquiries, endorsements, certificates, and correspondence. Maintains accurate client records in Applied Systems EPIC, coordinates with internal departments, supports insurance marketing and sales, monitors carrier underwriting requirements, and keeps producers informed of account activity. The role also requires compliance with licensing requirements and ongoing insurance education.

Manages commercial insurance accounts and serves as the primary client contact. Responsibilities include processing quotes, policies, endorsements, certificates, renewals, claims support, client correspondence, renewal data collection, coverage planning, policy review, and maintaining accurate records in Applied Systems EPIC. The role also supports insurance marketing and sales, communicates account activity to producers, maintains carrier and underwriting knowledge, and ensures licensing compliance.

Manages a high-net-worth personal lines insurance book of business, conducts annual account reviews, evaluates coverage and carrier fit, recommends risk management solutions, negotiates with carriers, monitors policy and claims handling, addresses client questions, and maintains accurate coverage records. Requires strong client relationship, communication, organization, insurance industry knowledge, and policy administration skills.

The Commercial Lines Client Advisor will deliver insurance strategies to medium to large companies through face-to-face meetings, focusing on reducing insurance dependency. Responsibilities include lead generation, client presentations, and maintaining sales tracking.

The Client Advisor drives business growth by developing client relationships, utilizing data-driven insights and technology for sales, and optimizing revenue strategies.