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Lead and manage the Risk Management AE team while maintaining a book of large, complex commercial insurance accounts. Coordinate brokerage, risk control, claims, and renewals; analyze claims and financial data; prepare and present renewal submissions and client presentations; identify expansion opportunities; oversee implementation and documentation accuracy; supervise support staff and manage team goals and training.

An 18–24 month rotational analyst program across Product, Claims, and Underwriting. Participants analyze qualitative and quantitative data, support projects, perform market research, improve processes, present findings to leaders, and engage in structured training and mentorship to prepare for a long-term role.

Lead design, development, and maintenance of BI solutions (dashboards, reports, datasets). Partner with product, actuarial, underwriting to source and validate data. Automate reporting, perform audits/reconciliations, communicate findings to stakeholders, and mentor analysts. Act as Power BI SME and apply AI tools to accelerate development, code generation, automation, and QA.

Sell and renew employee benefits accounts, present proposals, collect required documents, and hand off to service teams. Build prospects through networking and partner events, maintain insurance licensing and underwriting knowledge, meet monthly new-business goals, and represent the firm professionally.

Leads a team of risk placement professionals, managing marketing and underwriting processes, ensuring quality service, fostering communication with internal teams and carrier staff, and coordinating new business pipelines.

The Associate Client Executive assists in managing complex commercial accounts, develops client relationships, prepares submissions, and provides risk education.

The Client Relationship Manager oversees client relationships in employee benefits, ensuring compliance, analyzing trends, managing renewals, and collaborating with internal teams for service delivery.

The Director is responsible for leading enterprise platforms for HR, Finance, Accounting, and Treasury, ensuring platform stability, compliance, and continuous improvement. They will manage vendor relationships and promote operational excellence while ensuring alignment with corporate governance and SOX compliance.

Lead design, implementation, administration, and communication of employee benefit plans for a large book of business. Manage account stewardship, analyze claims and compliance (ACA, COBRA, FMLA, ERISA), mentor client team, cultivate insurer relationships, and identify cross-sell opportunities while ensuring accuracy and client satisfaction.

Primary relationship manager for a portfolio of mid-to-high complexity commercial clients overseeing insurance programs, renewals, retention, and compliance. Lead multi-year renewal strategies, analyze complex loss and exposure data, deliver Quarterly Business Review insights, and resolve escalated service, billing, and coverage issues. Collaborate with advisors, carriers, and internal teams to ensure seamless execution and mentor colleagues to improve processes and client retention.