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Leads commercial insurance growth through prospecting, client acquisition, consultative risk advisory, proposal and renewal strategy, carrier engagement, and relationship management. Advises business owners, executives, and risk managers on tailored insurance solutions, builds a qualified pipeline, achieves production targets, and collaborates with placement and service teams to deliver strong client outcomes and retention.

Sells new commercial insurance accounts and renews existing business for middle-market clients. Builds relationships with clients, prospects, insurers, service teams, and referral contacts; develops prospects through networking and community engagement; presents coverage proposals; finalizes sales; gathers documentation; and briefs service teams. Maintains insurance industry and underwriting knowledge, meets monthly new-business goals, ensures accuracy and compliance, and identifies process improvements.

Manages employee benefits client relationships, renewals, onboarding, compliance, service calendars, and day-to-day inquiries. Analyzes benefit plans, claims, contributions, funding options, and plan design alternatives; presents recommendations to decision-makers and employees. Coordinates with carriers, vendors, advisors, specialists, and internal teams to resolve issues, negotiate proposals, deliver documentation, and maintain service quality. Requires employee benefits expertise, account management experience, strong communication, analytical skills, and a current Life and Health license.

Independently manages commercial insurance policy renewal workflows, exposure data, compliance documentation, certificates, and implementations for assigned clients. Coordinates with client relationship managers, carriers, vendors, shared service teams, and clients to resolve issues, maintain accurate records, prepare renewal communications, and ensure timely delivery. Supports client retention and growth through high-quality service, participates in client meetings, and recommends process improvements.

Make high-volume outbound calls (150+ daily) to inbound leads, gather customer information, set up new accounts, enter data accurately, follow up with customers, and pass qualified leads to licensed agents while promoting insurance products and meeting daily/weekly goals.

Entry-level financial analyst supporting employee benefits: contributes to design, financing, delivery, management and communication of health and group benefit programs; coordinates reporting and project workflow; completes monthly financial reporting and assists on more complex projects.

Serve as the primary liaison for individual life insurance cases, managing the underwriting lifecycle from illustration through policy placement and post-issue service. Coordinate with advisors, carriers, and BGAs, oversee medical and underwriting requirements, maintain CRM documentation, and deliver proactive, high-touch client communication and customized insurance solutions.

The Director of Sales will lead personal lines insurance sales strategies, manage a team of Sales Advisors, and drive growth in the Northeast region.

The Senior Financial Analyst will analyze financial results, provide reports, develop models, support planning and forecasting, and collaborate with stakeholders to enhance business insights.

Supports employee benefits underwriting through client deliverables, dashboards, claims monitoring, contribution and renewal cost modeling, plan performance benchmarking, data manipulation, and medical utilization analysis. Collaborates with advisor, sales, actuarial, and account management teams to develop client recommendations across medical, dental, and vision coverage.