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Develop new business revenue, acquire clients, manage and retain an existing book of business, pursue growth opportunities, resolve client issues, present proposals, coordinate internal resources, train client personnel, monitor competition, and submit regular action reports.

Own data validation lifecycle, design controls and reporting for month-end revenue recognition, assess data flows across AMS/ImageRight/Dynamics, lead cross-functional process improvements, develop executive dashboards and KPIs, map workflows and data governance, and deliver data-driven recommendations to leadership.

The Business Development Representative handles inbound and outbound calls, educates customers on insurance coverage, and meets new business metrics.

The Employee Benefits Coordinator supports client relationships by managing inquiries, ensuring client satisfaction, coordinating open enrollment, and maintaining compliance with regulations.

Manage a portfolio of commercial insurance clients, supporting renewals, mid-term adjustments, documentation, quotations, retention, and new business growth. Build relationships with clients and insurers, handle enquiries across phone, email, and face-to-face channels, liaise with stakeholders, and ensure compliant, timely case management. The role requires knowledge of commercial insurance products and familiarity with Microsoft Office and broking platforms such as Acturis.

Manage a portfolio of commercial insurance accounts as primary client contact. Handle policy servicing, endorsements, certificates, billing, renewals, exposure analysis, and recordkeeping while identifying coverage gaps and cross-sell opportunities.

Manage a portfolio of employee benefits clients as primary contact; lead onboarding, renewals, benchmarking, compliance, and financial reporting; develop client strategies, vendor relationships, and provide data-driven insights to retain and grow business.

Provide administrative and account support for insurance clients: issue certificates, check endorsements and audits, prepare policy delivery books and proposals, order loss runs, perform routine admin tasks, and assist account managers while obtaining required TN insurance license.

The Technology Risk & Compliance Analyst ensures compliance and manages technology risks across the Retail Technology portfolio, integrating risk into delivery and supporting governance frameworks.

The Commercial Account Manager supports the Producer with technical insurance expertise, managing a book of business, handling renewals, and client communications, while ensuring compliance with policies and procedures.