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The Account Executive builds and manages client relationships, oversees the renewal process, negotiates pricing, and ensures comprehensive service in commercial lines insurance.

Posts daily cash deposits, researches and resolves unapplied funds and account credits, processes refunds, supports collections and cancellation activities, and addresses discrepancies with agents and underwriting teams. The role also assists with day-to-day accounting issues, answers account balance questions, supports cross-training coverage, and maintains accurate, confidential records.

Performs pharmacy claims audits to verify PBM contract compliance. Responsibilities include audit planning, claims data acquisition and loading, data quality checks, reconciliation, Oracle and SQL analysis, audit reporting, remediation tracking, and process improvement. The role maintains audit automation, develops data tools and pipelines using Python and SQL, collaborates with engineering and product teams, supports client deliverables, and trains junior auditors while ensuring HIPAA and regulatory compliance.

Processes invoices, check requests, vendor and commission payments, refunds, ACH and wire transfers. Reviews documentation and approvals, reconciles credit card statements and balance sheets, monitors bank transactions, manages outstanding checks and unclaimed funds compliance, responds to payment inquiries, maintains accounts payable records, and performs related clerical and reporting duties.

Conduct pharmacy claims audits to assess PBM contract compliance, financial accuracy, controls, and operational effectiveness. Responsibilities include acquiring and loading claims data, performing quality checks and reconciliation, analyzing Oracle reports, developing SQL automation, reviewing contracts, documenting findings, tracking remediation, and preparing audit reports. The role also handles ad hoc analytics, audit process improvements, regulatory compliance including HIPAA, and collaboration with PBMs, clients, and internal teams.

Manages and retains a personal lines insurance client portfolio while identifying growth opportunities and delivering responsive service. Analyzes coverage needs, prepares proposals, handles policy documentation, renewals, endorsements, billing questions, certificates, and carrier communications. Supports cross-selling, marketing initiatives, regulatory compliance, and client relationships. The role also mentors junior teammates, facilitates service meetings, maintains agency records, and requires current insurance knowledge and licensing.

Lead and grow multiple offices in the NW by driving revenue, profitability, sales execution, and talent development. Act as a player-coach to mentor producers, implement sales strategies, manage P&L, strengthen carrier/retail relationships, and use analytics to improve performance. Responsible for operational consistency, accountability, and up to 60% regional travel.

Lead the regional financial operations audit team: manage daily operations, recruit and develop staff, oversee and complete audits, review and issue audit reports, ensure IIA standards compliance, advise stakeholders, approve expenses, and drive continuous improvement.

Supports employee benefits client teams through data analysis, financial analytics, client reporting, RFP development, policy and contract review, compliance research, and vendor implementation. The role manages assigned client tasks, develops rate spreadsheets, reviews health and welfare plans, participates in client and vendor meetings, and ensures accurate, timely deliverables. Requires health and welfare benefits experience, strong analytical and organizational skills, proficiency in Excel and PowerPoint, and a Life, Accident and Health Insurance License within 90 days.

Designs and executes Microsoft 365 integration, tenant-to-tenant migrations, identity consolidation, and collaboration platform onboarding for acquired organizations. Administers Exchange Online, Teams, SharePoint, OneDrive, and Entra ID; supports authentication, security controls, licensing, and Day 1 readiness. Develops PowerShell and Microsoft Graph automation, migration runbooks, and standardized engineering practices while participating in technical due diligence and post-integration stabilization.