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Maintain member benefit entitlements under trust funds by verifying employer contribution reports, reconciling discrepancies, processing adjustments and payments, administering disability and garnishment processes, entering credits, responding to inquiries from unions, employers and members, and producing monthly reports to support fund administration and collections.

Manage an assigned block of client benefits business, deliver ongoing service, ensure appropriate plan design and funding, coordinate renewals and carrier negotiations, lead implementations and communications, support internal teams and carriers, identify opportunities for strategic solutions, and maintain strong client and carrier relationships.

Drive new commercial insurance business by developing sales strategies, building relationships with unions, contractors and owners, designing tailored commercial insurance solutions, collaborating with service teams, maintaining pipeline, meeting sales targets, and representing the brokerage at industry and union events.

Drive new business growth for medium and large market clients by managing the end-to-end sales cycle for group benefits and related products. Qualify leads, present proposals, close deals, and hand off to account teams. Maintain product and legislative knowledge, track sales in CRM, deliver on-site presentations, mentor analysts, participate in industry events, and meet sales targets.

Lead national growth for the National Indigenous Solutions Practice by originating pipelines, managing RFPs, developing sales strategy, and coaching a team of 4–6 Business Development Consultants. Build partnerships, oversee end-to-end sales for group insurance and retirement products, ensure CRM and reporting accuracy, and collaborate with leadership to meet annual business development goals.