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Support Account Executives and Producers on select client portfolios by preparing renewals, coordinating with carriers and brokers, managing policy documentation in EPIC, issuing certificates and binders, handling invoices and audits, setting up new clients, and resolving payment or accounting issues.

Manage and service large, complex commercial insurance accounts; build consultative client relationships; evaluate and recommend coverage and risk-mitigation strategies; lead renewals and prepare complex marketplace submissions; coordinate internal teams and insurer/broker partners; ensure audit accuracy and train colleagues on insurance expertise.

Lead a Power & Renewables service team managing insurance placements for energy clients. Handle renewals, client presentations, marketing submissions, quote analysis, program structure data analysis, policy implementation, and document accuracy. Supervise support staff and participate in prospect meetings to secure and service a defined book of business.

Lead the transition from legacy employee benefits processes to new workflows by acting as liaison between project teams and end-users, providing subject matter expertise, driving change adoption, delivering training and go-live support, making timely business decisions, and establishing strategic and operational standards, governance, and dashboards to improve client experience and operational efficiency.

Manage renewal and new business processes for middle-market and complex senior living accounts. Coordinate submissions, meetings, quotes, binders, endorsements, certificates, and client communications. Support senior team members, supervise junior staff, maintain agency system records, and ensure timely, accurate account service.

Manage day-to-day functions of an insurance book of business, interact with clients and underwriters, maintain records, and process insurance documents.

Manage and review worker compensation, casualty, general liability, and property claims across client portfolios. Establish claims protocols with carriers, perform claims analysis and loss trend reporting, mentor colleagues, conduct client claim reviews, and support business development by presenting risk mitigation strategies and claims outcomes.

The Sr. Placement Executive is responsible for developing client relationships and collaborating with team members to provide risk management solutions, negotiate insurance coverage, and maintain knowledge of the insurance market.

Sell and manage personal lines insurance by generating new business, meeting with clients, presenting and closing coverage proposals, partnering with service teams, maintaining records, networking, and meeting monthly new business goals while representing the agency professionally.

Serve private equity firms and portfolio companies advising on human capital risk. Manage client relationships, set human capital strategy, oversee benefits renewals and vendor sourcing, project manage deliverables, ensure compliance, mentor team members, and support practice development and business development efforts.