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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.

Lead service delivery and carrier relationship coordination for large commercial insurance accounts. Develop placement/renewal strategies, perform marketing for large accounts, prepare or peer-review risk maps, complete special projects, mentor colleagues, and identify process improvement opportunities.

Lead tactical and operational account management for large commercial clients: design, implement, and review insurance programs; negotiate with carriers; prepare complex submissions and renewal analyses; coordinate client teams; advise on coverages, limits, and risk management; train and support colleagues. Maintain required state insurance licenses.

Lead design, implementation, administration, and communication of large client employee benefit plans. Manage assigned book of business, analyze claims and benchmarks, ensure compliance with ACA, FMLA, COBRA, and ERISA, cultivate insurer relationships, manage renewals, recommend additional coverages, improve processes, and complete special projects to maintain client satisfaction.

Serve as primary relationship manager for a portfolio of mid-to-high complexity clients, overseeing employee benefit programs, renewals, compliance, and strategic consulting. Lead multi-year renewal strategies, analyze benefit trends and claims data, deliver Quarterly Business Reviews, resolve escalated enrollment and billing issues, coordinate cross-functional delivery, and mentor colleagues to improve processes and client retention.

Sell and renew employee benefits accounts for middle-market clients. Build relationships with clients, prospects, insurers, and referral sources; present proposals; finalize sales and hand off to service teams; develop new business through networking and partner events; maintain industry and underwriting knowledge; meet monthly new business goals and follow firm policies and procedures.

The Senior Client Manager coordinates commercial risk services, manages client accounts, develops insurance strategies, and mentors staff. Requires strong industry knowledge and client service skills.