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Manages affluent personal insurance clients, handling coverage questions, policy changes, renewals, pricing negotiations, proposals, risk reviews, and insurance program adjustments. Builds client relationships, supports retention and new business development, collaborates with producers and account teams, and maintains confidentiality. Requires a P&C insurance producer license, strong communication and organization skills, and insurance brokerage experience.

Provides analytical, underwriting, and technical support for employee benefits clients. Responsibilities include renewal analysis, benchmarking, contribution modeling, market analysis, claims and census data review, carrier and vendor bid coordination, bid compliance review, rate negotiations, database maintenance, and preparation of client-ready reports and presentations.

The Senior Accountant performs reconciliations, journal entries, accruals, account analysis, and month-end and year-end close activities. The role manages unapplied cash, commissions, and premium balances; supports financial reporting, audits, internal controls, and BlackLine processes; investigates discrepancies; develops procedures; identifies automation opportunities; and mentors Staff Accountants. Insurance accounting experience and knowledge of GAAP and statutory accounting are preferred.

Manages a commercial insurance book of business and supports client service, renewals, quoting, negotiations, policy binding, proposals, invoicing, and records maintenance. The role manages client and underwriter relationships, ensures policy accuracy, delegates work to associate account managers, supports retention and new business, and collaborates with colleagues on coverage knowledge and service standards.

Provides consultative account management and brokerage services for large-group employee benefits clients. Oversees complex benefit programs, plan design, funding strategies, carrier marketing, underwriting negotiations, renewals, compliance, and client presentations. Builds relationships with senior HR and C-level decision-makers, manages retention and cross-selling opportunities, coordinates internal service delivery, mentors colleagues, and supports receivables collection.

Manage and retain assigned employee benefits accounts by acting as the technical broker-consultant. Oversee client relationships, design insurance programs, coordinate carrier marketing and risk control, deliver stewardship and renewal services, and identify cross-sell opportunities. Ensure timely deliverables, receivable management, and compliance with systems and regulations.

Processes and matches insurance documents to loan records, verifies policy coverage, enters data accurately, and completes loan transactions. Provides customer service through inbound and outbound calls, educates customers and insurance agents about required documentation, resolves issues, meets daily workflow goals, and supports multiple processing queues. The role is fully remote with a Monday-Friday schedule and rotating late shifts after training.

Processes high-volume insurance renewal payments, deposits checks, records transactions in insurance software and QuickBooks Online, verifies renewal documentation, follows up on outstanding payments, communicates with customers by email, reconciles daily transactions, and maintains accurate financial records.

Supports employee benefits clients by coordinating renewals, census data, RFPs, open enrollment materials, billing reconciliation, legal notices, and post-enrollment reporting. Maintains accurate client and carrier records, updates HRIS and benefits administration systems, and facilitates compliance, advocacy, and wellness resources. The role communicates with clients, carriers, and internal teams while resolving service issues and managing multiple priorities. A Life and Health insurance license is required or must be obtained within six months.

Manages and retains a portfolio of middle-market employee benefits insurance accounts. Supports producers and account executives, prepares policy documentation and proposals, evaluates coverage options, resolves complex client, claims, and billing issues, and identifies cross-sell and upsell opportunities. The role also coordinates client meetings, maintains broker management system records, liaises with carriers, and mentors junior colleagues.