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Evaluate commercial P&C submissions, create marketing plans, update policy information, obtain quotes from underwriters, negotiate terms, prepare presentations, and bind/issue policies to support sales.

The Agency Development Manager will manage relationships with agency partners, drive premium growth, provide training and support, and collaborate with marketing for effective communications.

The Financial Consultant analyzes group insurance pricing, develops financial strategies, and collaborates with internal teams to maximize client savings and competitive pricing.

The Client Engagement Operations Manager supports Client Services by coordinating RFP processes, improving efficiency, ensuring compliance, and enhancing vendor management. Responsibilities include project management, process improvement, and collaborating across departments to drive operational excellence.

Lead revenue analytics and FP&A: build BI dashboards, reconcile revenue data, manage monthly revenue recognition, drive forecasting/budgeting, provide executive reporting and decision support, and implement process improvements and automation.

Provide customer service to agents via phone/chat/email, process policy tasks, review and update policy records, prepare cancellation/non-renewal notices per state guidelines, ensure compliance, coordinate with departments and carriers, follow SOPs, and cross-train peers.

Serve as primary client service contact for commercial insurance accounts: manage client and carrier relationships, handle new business and renewals (including marketing), process invoices and endorsements, maintain expirations and reports, use carrier rating systems, and support producers and team members with day-to-day account servicing.

Manage and record payable/invoicing activity: review payable reports, research carrier statements, create payable reports and checks, initiate ACH/wire/check payments, enter journal entries, maintain documentation in ImageRight, collaborate to resolve inquiries, and uphold payment controls.

Lead a Personal Lines profit center to drive retention, new business, and profitable growth. Set strategy, manage budgets and operating margins, recruit and develop talent, cultivate client and carrier relationships, support sales/renewals as a Producer, and ensure compliance with policies and laws.

The Commercial Lines Account Executive will manage client relationships, facilitate renewals, ensure compliance, and achieve client satisfaction while growing the business through referrals and cross-selling.