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The Employee Benefits Account Executive manages an established client portfolio, ensuring client retention and seeking additional coverage while providing excellent customer service and support.

Manage banking relationships, global cash operations, cash forecasting, debt portfolio and covenant compliance, letters of credit, and shareholder lifecycle tasks (capital table, equity reconciliations, distributions, partner communications). Lead treasury process improvements, support accounting teams, and maintain internal controls and documentation.

Manage employee benefits client accounts including marketing renewals, processing policy changes, verifying rates, maintaining records and expiration control, servicing clients and carriers, assisting producers, and participating in training and licensing maintenance.

Serve as strategic advisor and relationship manager for assigned commercial insurance clients, driving retention, satisfaction, and account growth through additional coverage placement, renewals, carrier negotiations, service leadership, and occasional operational tasks while ensuring compliance and maintaining industry knowledge and licenses.

Senior Account Manager produces, services, and retains commercial lines accounts. Responsibilities include obtaining renewals, marketing and rating, negotiating coverage with carriers, preparing proposals and presentations, binding coverage within agency authority, maintaining agency management files, conducting renewal meetings, and supporting producers to meet retention and volume targets.

The Commercial Lines Producer is responsible for acquiring new business, retaining accounts, and achieving personal sales goals through prospecting and client management.

The Commercial Lines Producer sells new business, manages client relationships, and collaborates with staff to optimize sales and service operations.

The Commercial Lines Producer sells new business, retains clients, develops prospecting programs, and maintains client relationships to achieve sales goals.

The Commercial Lines Account Manager assists clients with service and account changes, processes new and renewal business, and ensures high service standards are met.

Support commercial lines account management by processing endorsements, certificates, invoices, cancellations, and renewals; maintain client files and agency management systems; assist with rating, proposals, and customer service; participate in training and licensing to meet agency quality and service standards.