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Serves as the primary client contact, managing new and renewal account placements across Property & Casualty and Life & Health lines. Gathers underwriting information, prepares submissions, maintains carrier relationships, supports account retention, updates AMS360 records, and processes policy changes, endorsements, certificates, and routine service requests. Collaborates with producers, senior client managers, and internal stakeholders to deliver accurate, timely client service.

Build and maintain dbt models and data pipelines feeding Snowflake from agency, CRM, HR, finance, and other sources. Onboard data sources, improve testing and observability, troubleshoot nightly runs, optimize Snowflake performance and costs, and contribute to governance controls. Develop backend data layers for internal applications, support CI pipelines, and collaborate with analysts and business stakeholders to deliver reliable, documented data models.

Serves as the primary client contact, manages new and renewal account placements across P&C and Life & Health insurance lines, gathers underwriting information, prepares submissions, maintains carrier relationships, and supports renewals and retention. Handles policy changes, endorsements, certificates, records, and routine service requests while collaborating with producers, senior client managers, and internal stakeholders.

Performs financial reporting, month-end close, balance sheet and revenue reconciliations, multi-company consolidation, variance analysis, audit support, and financial trend analysis. The Senior Accountant coordinates with principals, accounting staff, and junior accountants to meet deadlines, resolve issues, and provide accurate information for management decision-making.

Leads strategic relationships with high-profile commercial insurance clients, developing enterprise risk management plans, overseeing multi-line coverage programs, negotiating complex solutions, and resolving escalated issues. Drives account growth, profitability, cross-selling, and revenue targets while maintaining carrier expertise. Represents the firm with industry stakeholders, mentors client executives and managers, and leads cross-functional initiatives. Requires extensive commercial insurance experience, P&C and L&H expertise, active licenses, and executive-level client advisory capabilities.

Develops new personal lines insurance business, prospects and networks to build a client pipeline, presents customized coverage proposals, manages client relationships, reviews renewals, identifies cross-sell opportunities, and advises clients on coverage gaps, pricing, market trends, and risks. The role requires maintaining industry knowledge, remarketing policies when appropriate, preparing sales reports, and communicating effectively with clients and carriers.

Serves as the strategic lead and primary advisor for complex commercial insurance accounts. Responsibilities include developing risk management strategies, overseeing multi-line insurance programs, leading executive client interactions, negotiating specialty coverage, driving retention and account growth, managing profitability, coordinating internal and carrier teams, resolving escalated issues, and mentoring client executives and managers.

Insurance Producer Interns conduct cold calls and targeted email outreach to generate qualified commercial and personal lines leads for senior producers. They track outreach and lead status, collaborate on deal sourcing and closing, and complete sales and insurance training. The role offers licensing support, commission eligibility on policies closed from intern-sourced leads, and potential long-term career development.

Leads end-to-end delivery for concurrent Data & Analytics initiatives, managing intake, prioritization, backlogs, Agile ceremonies, requirements, risks, dependencies, releases, data onboarding, migrations, UAT, and stakeholder communication. The role bridges business teams with engineers and analysts, ensures data quality and documentation, and uses AI and automation to streamline reporting, ticket management, and program administration.

Drives new insurance business through prospecting, cold calls, appointments, presentations, and quota attainment. Manages and grows a substantial book of business, supports renewals, collaborates with client service teams, and mentors less experienced producers. Serves as a subject matter expert in a chosen insurance specialization while applying company sales methodologies and technology platforms.