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Own strategic client relationships for public sector employee benefits programs, lead implementations, renewals, open enrollment, compliance, and vendor/carrier management to drive retention and long‑term value.

Manage a mid-market book of business (~$500K+), serve as subject-matter expert on health and welfare benefits, respond to client inquiries, prepare renewals/RFPs, coordinate vendors, develop client deliverables, coach analysts, and drive revenue growth and client expansion.

Manage day-to-day commercial insurance accounts including policy processing, endorsements, invoicing, certificates, claims reporting, renewals, coverage analysis, client consultation, compliance reviews, documentation in agency systems, and support business growth through account rounding and referrals.

Evaluate commercial property & casualty policies, analyze loss runs and claims history, develop renewal positions and quotes, conduct underwriting calls, complete policy intake forms, submit files for actuarial pricing, coordinate with claims, and provide client-facing underwriting documentation and recommendations.

Manage day-to-day client service and insurance renewals for a commercial property and casualty book of business. Responsibilities include renewal strategy, market selection, submissions, proposals, carrier placement, policy changes, certificates, billing, premium reconciliation, claims support, documentation, and system-of-record updates. The role also coordinates with producers, account executives, carriers, wholesalers, vendors, and accounting teams while supporting client retention and new business efforts.

Analyze financial data, prepare reports, assist with month-end close and reconciliations, ensure GAAP compliance and internal controls, and support budgeting, forecasting, and process improvements.

Manage a portfolio of mid-market commercial insurance accounts by supporting renewals, preparing submissions and proposals, coordinating certificates, maintaining accurate agency records, producing loss exhibits, and ensuring quality control of policies, endorsements, audits, and claims while partnering with Account Executives to place and grow accounts.

Manage and retain a public-sector employee benefits book of business. Lead implementations, renewals, compliance alignment, Open Enrollment strategy, wellness initiatives, and carrier/vendor relationships. Serve as a strategic client advisor, facilitate stakeholder decisions, resolve escalated issues, anticipate risks, and coordinate internal teams to deliver strong client experiences and support retention.

Lead advanced financial and renewal analyses for complex public‑sector employee benefit programs. Manage RFPs and carrier evaluations, produce client reporting, present findings, ensure compliance (ACA, COBRA, OPEB), mentor analysts, and partner with consultants, client services, carriers, and vendors to optimize benefits strategy and cost management.

Perform high-level reviews of aggregate stop loss and accommodation claims, validate eligible expenses under stop loss contracts, evaluate enrollments and attachment calculations, produce audit reports and exhibits within company timeframes, and support process improvements and implementation.