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Manages employee benefits accounts by supporting clients, marketing new and renewal business, preparing proposals and applications, verifying coverage and premiums, processing policies and endorsements, resolving service and claim issues, and maintaining accurate account records. Educates clients on coverage, coordinates with carriers and producers, supports retention efforts, tracks business activity, and maintains required insurance licensing and professional knowledge.

Manages employee benefits client accounts, including policy reviews, renewals, marketing, proposals, carrier coordination, enrollment meetings, coverage analysis, claims support, and compliance. Maintains account records, follows up on outstanding items, supports retention efforts, develops agency and carrier relationships, and educates clients about coverage. Requires strong knowledge of employee benefits insurance markets, underwriting, financial services, ACA, HIPAA, COBRA, and agency management systems.

Assists commercial insurance account managers by servicing customers, processing endorsements, certificates, invoices, cancellations, renewals, and policy changes. Maintains client files, uses agency management and rating systems, assembles applications and proposals, supports underwriting-related activities, and ensures accurate transactions while meeting service standards. The role also requires ongoing training, license maintenance, confidentiality, effective communication, and adaptability in a fast-paced office environment.

Provides administrative support for workers’ compensation adjusters, including medical document indexing, claims data entry, imaging, mail and scanning, bill processing, reception coverage, and customer service. Maintains accuracy, confidentiality, deadlines, and compliance with workers’ compensation procedures. Requires strong organizational, communication, typing, Microsoft Office, and customer service skills, with knowledge of medical terminology and workers’ compensation statutes.

Manages employee benefits accounts by marketing new and renewal business, preparing accurate proposals, reviewing coverage and premiums, coordinating with carriers, processing policies and billing, maintaining account records, and supporting client service. Educates clients, assists with claims and cancellations, tracks submissions and renewals, develops carrier relationships, maintains licensing and industry knowledge, and participates in enrollment meetings and training. Requires occasional local and overnight travel.

Manages employee benefits client accounts, including policy reviews, renewals, marketing, proposals, coverage analysis, enrollment meetings, client education, carrier coordination, claims support, and cancellation retention. Maintains account records, suspense files, expiration controls, reporting logs, and compliance standards. Requires strong knowledge of employee benefits insurance markets, underwriting, coverage, ACA, HIPAA, and COBRA, along with negotiation, communication, and agency management skills.

Manages the Commercial Lines support function, including workflows, quality standards, staff supervision, training, performance management, and customer satisfaction. Supports branch strategy, evaluates insurance markets, oversees service audits, resolves client and personnel issues, and maintains insurer relationships. Also performs commercial insurance account management duties, including risk analysis, renewals, proposals, coverage recommendations, negotiations, policy delivery, payments, and account retention. Maintains required licensing and develops staff and client relationships.

Assists commercial insurance account managers with customer service, policy endorsements, certificates, invoices, cancellations, new and renewal business processing, application and proposal preparation, rating, data entry, and client file maintenance. The role requires accurate transaction processing, knowledge of commercial underwriting and coverage, effective communication, confidentiality, and participation in training to maintain licenses and insurance expertise.

Manages personal insurance accounts by servicing coverage changes, quoting policies, processing renewals, remarketing accounts, soliciting additional coverage, and generating new business. Explains coverage and exclusions, maintains client and underwriting records, handles cancellations and billing transactions, follows up on outstanding items, and coordinates referrals to commercial and employee benefits departments. Requires insurance product knowledge, strong communication and organization, Microsoft Office proficiency, and applicable state licensing.

Provide administrative and client-service support for employee benefits: maintain client and carrier records, assist enrollments and plan installations, gather data for RFPs, analyze market proposals, coordinate with carriers/software, handle individual insurance requests, and support compliance and licensing requirements.