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Develop new client relationships and expand existing accounts for employee benefits. Manage end-to-end sales, prepare proposals and renewals, advise on coverage and risk management, coordinate with carriers and internal teams, resolve complex claims disputes, and participate in industry networking to drive retention and revenue.

Support the Insurance Placement Team by preparing and submitting commercial insurance submissions, gathering and analyzing carrier quotes, creating proposals, maintaining AMS360 data and Excel worksheets, coordinating renewals and bindings, attending carrier meetings, and negotiating renewal quotes with carriers.

Manage an employee benefits book of business, including retention, growth, client benefit strategy, compliance, renewals, marketing, reporting, and financial analysis. Lead client meetings, presentations, onboarding, escalations, and financial strategy. Provide guidance and training to consultants, account managers, and analysts, while pursuing additional revenue opportunities and potentially managing a team.

The Account Manager is responsible for managing relationships with larger commercial accounts, ensuring client satisfaction, processing renewals, analyzing policies, and coordinating marketing efforts with producers.

Promotes and sells assigned insurance coverage through phone, email, mail, and fax. Prioritizes leads, presents quotes, closes sales, facilitates applications and underwriting, records activities in the CRM, and services clients during their first year of coverage. Builds customer relationships while meeting territory-based sales goals and gathering market intelligence.

Promote and renew insurance coverage for existing clients through phone, email, mail, and fax. Facilitate applications and underwriting, present quotes, close sales, sell ancillary products, document activities in the CRM, answer coverage questions, and maintain client relationships. The role requires an active Property and Casualty insurance license and involves supporting other account representatives as needed.

Manage a portfolio of employee benefits accounts, advise private equity clients, design cost-effective benefits programs, support M&A due diligence, lead renewals and RFPs, coordinate enrollment activities, negotiate insurance coverage, and identify revenue opportunities. The role requires strong client relationship management, knowledge of underwriting and alternative funding, regulatory awareness, and a valid state life, accident, and health insurance license.

Manage captive and commercial property and casualty insurance accounts through new business, renewals, policy servicing, documentation, billing, compliance, and client communications. Analyze loss runs, coordinate with brokers, carriers, claims teams, and service providers, support sales and retention initiatives, draft policy documents, and maintain accurate Salesforce records. The role requires strong customer service, analytical, organizational, communication, and multitasking skills.

Leads the lifecycle of Commercial Auto, General Liability, and Excess Liability insurance products. Responsibilities include product design, forms and endorsements, rating methodologies, state filings, regulatory compliance, governance, implementation, and ongoing maintenance. Partners cross-functionally with underwriting, claims, actuarial, legal, compliance, operations, technology, and external vendors. Provides technical authority on coverage, product structure, filing requirements, system specifications, and strategic product opportunities.

Independently underwrites complex commercial casualty accounts, primarily Commercial Auto, General Liability, and Excess Liability. Evaluates exposures, loss experience, claims, financial information, coverage needs, pricing, policy terms, and risk structures. Develops recommendations for risk selection, coverage, deductibles, limits, captive participation, and program design. Reviews policy forms, identifies coverage gaps, and applies admitted, non-admitted, and surplus lines requirements. The role also focuses on trucking and transportation risks, complex account management, and collaboration with actuaries.