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Serve as senior consultant/account lead for P&C clients: manage client relationships, prepare insurance specifications and proposals, coordinate renewals and claims reviews, market multi-line coverage, work with producers and carriers, and use Applied/Epic and agency systems to maintain client data.

Provide end-to-end operational support for complex PEO sales cycles: manage RFP responses, validate underwriting inputs and census/payroll data, prepare closing kits and contracts, maintain Salesforce CRM and pipeline, coordinate cross-functional teams, and ensure timely, accurate submissions to drive deal closure and smooth handoffs to implementation.

Manage a book of benefits clients as primary contact, coordinate with internal teams and consultants, handle renewals, enrollments, and compliance (5500 filings), advise on cost-saving benefit strategies, grow accounts via cross-selling, and deliver high-level client service and relationship management.

The Account Manager supports Account Executives in servicing High-Net-Worth clients by processing insurance documents, maintaining records, liaising with carriers, and responding to client inquiries.

The HR Generalist processes payroll, manages employee benefits, handles compliance, conducts HR audits, and supports recruiting and onboarding efforts for multiple clients.

The PEO Pricing Consultant advises PEOs on pricing decisions for new business opportunities, analyzes risk profiles, and builds relationships with client contacts while managing underwriting processes.

Manage and advise a book of employee benefits clients, lead renewals and benefits strategy, coordinate internal service teams, ensure compliance (5500 filings), grow accounts through cross-sell, and deliver proactive client communications and enrollment support.

As an Inside Sales Representative, you will assist individuals in selecting Medicare health insurance plans, field inbound calls, and provide outstanding customer service while achieving sales goals.

Manage account onboarding, maintenance, and transaction processing across custodial and portfolio platforms. Act as system administrator and SME for custody and portfolio systems, reconcile data, support audits and compliance, resolve escalations, lead process improvements and projects, produce operational reporting, supervise junior staff, and deliver training and vendor liaison support to ensure accurate, timely wealth management operations.

The Wealth Management Operations Analyst ensures operational processes accuracy, manages account onboarding, data integrity, transaction processing, and supports audits, driving process improvements for advisors and clients.