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The Personal Lines Client Executive/Sales Advisor sells personal insurance products, working with underwriters and managing client relations to ensure tailored solutions.

The Financial Education Coordinator supports the financial wellness program, manages client relations, schedules meetings, and produces promotional materials.

This role focuses on the marketing and distribution of Executive Life Solutions products, managing the sales cycle, and supporting producers. Responsibilities include quoting, securing approvals, facilitating producer appointments, and training through various communication channels.

Lead client engagements as an AVP Advisor, developing tailored financial strategies, executing investment plans, and nurturing client relationships. Collaborate with external experts and enhance client financial plans using software.

The Account Executive manages benefit inquiries for clients, ensuring high-quality customer service, resolving issues, and maintaining records in the benefits system.

The Account Manager II manages client accounts, oversees the renewal process, facilitates client interactions, coordinates projects, and ensures compliance, while building strong client relationships and executing deliverables.

Serve as primary client contact for health & welfare benefits; negotiate with carriers, advise on plan design and funding, manage renewals and implementations, ensure compliance (COBRA, HIPAA, ERISA), oversee open enrollment, mentor account managers, and maintain CRM records.

The Senior Account Executive manages affluent personal insurance clients by negotiating coverage, maintaining client relationships, and supervising team activities with minimal oversight.

The Senior Account Executive manages client relationships, develops insurance solutions, negotiates terms, and oversees client service processes for complex accounts.

Lead client strategy and annual account execution for employee benefits. Ensure client satisfaction and retention, grow and onboard clients, manage a $500k–$5M revenue book, collaborate with account and producer teams, and provide benefits expertise and thought leadership.