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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 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.

The Commercial Lines Account Manager assists in managing new and renewal business, provides customer support, prepares applications, and maintains client files.

Outbound and inbound Sales Development Representative responsible for prospecting, qualifying leads, setting appointments, supporting cross-sell/upsell/retention, maintaining CRM, collaborating with sales enablement and customer success, attending events, and obtaining an Insurance Producer license within 90 days.

The Agency Bill Invoicing Analyst will review insurance documents, process invoices, maintain accuracy in transactions, and collaborate with team members for error resolution.

Prepare monthly management accounts, perform month-end reconciliations and detailed income and expense variance analysis versus budget and forecast, produce management and board packs, support budgeting/forecasting, RMAR and SOX schedules, assist statutory accounts and audit, maintain reports, and drive process improvements while supporting the Finance Manager and coaching junior accountants.

The Associate Data/EDI Architect will manage implementation projects for employee benefits software, mentor teammates, and ensure quality execution while cultivating customer relationships.