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Provides strategic claims consulting, program analysis, risk support, and client advisory services. The role focuses on workers’ compensation and liability claims, accelerated resolution, exposure mitigation, vendor coordination, coverage guidance, trend analysis, process improvement, and executive reporting. It also supports client development, presentations, stakeholder collaboration, and mentoring while maintaining strong relationships with clients, adjusters, carriers, TPAs, vendors, and brokerage partners.

Leads analytical support for retail leadership by translating business questions into requirements, delivering recurring and ad hoc performance analysis, and creating executive-ready narratives and recommendations. Partners with BI, data engineering, and business teams to ensure governed, accurate reporting. Identifies opportunities to scale recurring requests into dashboards and self-service assets, maintains data quality knowledge, and mentors analysts in analytical methods, storytelling, stakeholder communication, and quality assurance.

Provides employee benefits consulting and leads daily account service for assigned clients. Manages client relationships, meetings, projects, teams, strategic plans, deliverables, financial models, and client retention initiatives. Develops relationships with internal teams, clients, and vendors while mentoring consultants. Requires strong communication, analytical, financial, organizational, and client-facing skills, along with a Life and Health license.

Develops new Employee Benefits business, expands market presence, and builds executive-level client relationships. Responsibilities include prospecting, pipeline management, consultative benefits selling, strategy presentations, renewal recommendations, and partnership with internal service teams. The role requires maintaining CRM data, monitoring benefits and compliance trends, participating in community networking, and traveling for client meetings and business development. Compensation includes base salary plus commission, with benefits and advancement opportunities.

Leads sales growth and profitability for an employee benefits business across a designated geography. Establishes sales strategies, goals, and performance plans; coaches and develops producers; supports talent acquisition and retention; identifies new business and partnership opportunities; evaluates results; and maintains carrier relationships. Requires extensive progressive sales and leadership experience, insurance expertise, and a valid producer insurance license.

Oversee marketing for new and renewal Property and Casualty insurance accounts, including market research, insurer quote analysis, policy rating, applications, proposals, pricing negotiations, coverage recommendations, reporting, database maintenance, and compliance. Build relationships with underwriters, wholesale brokers, producers, and account managers while supporting complex mid-to-large commercial accounts.

Lead placement and administration of public entity insurance within a joint insurance fund, ensuring compliance with NJ regulations, managing underwriting/marketing data, reviewing policies and endorsements, delegating and supervising support staff, and assisting producers with service matters.

Process agent commission checks and payables timely; investigate returns, endorsements, overpayments; handle ACH/check cancellations and claim payments; correspond with agents, admins, and dealerships to resolve discrepancies; document communications; assist corporate accounting and cross-train to cover other accounting functions.

Manage commercial insurance accounts by processing renewals and documents, handling client requests, validating coverages, coordinating with underwriters and carriers, preparing binders/policies/certificates, assisting with billing/collections, maintaining account records, and providing backup support.

Conduct outbound sales calls to retail insurance agents, generate submissions, convert quotes into bind orders, educate customers on quoting platforms, and support sales initiatives. The role includes monitoring sales trends, collaborating with territory executives and marketing, resolving agent issues, assisting underwriters, and completing a 24-month insurance sales training program. A P&C insurance license is required within 90 days of employment.