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Sell and renew commercial insurance accounts for middle-market clients. Build and maintain client and partner relationships, develop proposals, present coverages, finalize sales and paperwork, brief service teams, prospect via networking and referrals, and meet monthly new-business goals while ensuring accuracy and adherence to firm procedures.

Lead tactical and operational management of large client employee benefit plans, ensuring compliance, analyzing claims data, cultivating insurer relationships, managing renewals, and improving processes to meet long-term client objectives and regulatory requirements.

Support Account Executives and Producers on workers' compensation renewals and servicing: gather renewal specs and loss runs, complete ACORD applications, coordinate with carriers, prepare renewal documents, confirm binders and invoicing, assist with claims and RMIS access, monitor audits and expirations, perform data entry in Epic, and participate in client stewardship and claim calls.

Lead service delivery and carrier coordination for large employee-benefits accounts. Develop placement and renewal strategies, perform marketing and risk analysis, mentor colleagues, manage special projects, and seek process improvements while maintaining client relationships and regulatory licenses.

Define product vision and roadmap for digital insurance products, prioritize and manage backlog, lead Agile delivery, align stakeholders, validate iterations, and ensure operational readiness and successful product launches.

Lead the Employee Benefits business segment to achieve revenue, profitability, retention, and client satisfaction. Develop strategy, manage P&L and budgets, recruit/coach senior teams, maintain insurer relationships, improve service delivery, drive growth and operational efficiency, and represent the firm in industry and community fora.

Serve as frontline client contact handling inbound calls about payments, cancellations, policy changes, coverage questions, and service needs. Multitask across systems to process endorsements, audits, and policy updates in real time, document interactions accurately, and identify retention or upsell opportunities while maintaining professional, calm communication.

Manage and coordinate commercial policy renewals, exposure data, compliance, and implementation. Serve as point of contact across CRMs, clients, carriers, and vendors, resolve complex service issues, prepare client communications, maintain accurate records, and drive process improvements to support retention and timely, high-quality client outcomes.

The Inside Sales Advisor drives pipeline growth and revenue by engaging prospective clients, closing inbound opportunities, and delivering a consultative sales experience. Responsibilities include managing a sales pipeline, engaging leads, conducting discovery conversations, and nurturing client relationships.

Sell and service personal lines insurance: generate new business, manage renewals and client accounts, recommend coverage, close sales, collect documentation, coordinate with service team, cultivate carrier and community relationships, meet monthly new business goals, and maintain accurate client records.