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Manage and service commercial insurance client accounts: handle renewals, quotes, endorsements, maintain records, assist sales reps, market accounts, negotiate with underwriters, and prepare reports. Provide positive client and coworker communication and work toward professional development (CISR). Maintain required licensing and fulfill continuing education.

The Account Manager oversees insurance accounts, providing professional service to clients and resolving complex service issues while collaborating with HUB teams for retention and business growth.

Manage retirement plan client accounts, ensuring IRS and ERISA compliance, completing compliance testing, calculating employer contributions, reconciling plan assets, preparing Form 5500 filings, supporting audits and plan transactions, and delivering required reporting and communications. Build client relationships, conduct plan reviews, address complex plan questions, and manage assigned caseloads with minimal supervision. Frequent client visitation and attainment of an ASPPA CPC designation are required.

Services assigned middle-market commercial insurance accounts by reviewing coverage, advising clients, comparing plans, preparing applications and proposals, managing account transactions, maintaining records, resolving carrier, claims, and billing issues, and developing new business. The role requires commercial lines insurance experience, a Property and Casualty license, strong communication and customer service skills, attention to detail, and proficiency with office and agency management systems. Hybrid work is available in Annapolis, Maryland.

Leads employee benefits analysis, including claims histories, renewals, ASO reconciliations, market reviews, insurer quotations, benchmarking, and client reporting. Maintains client and policy data, coordinates workflows and deadlines with brokers and carriers, supports custom reporting and process improvements, develops communication materials, trains analysts, and provides management updates. Requires strong analytical, mathematical, organizational, communication, and Microsoft Office skills. Employee benefits, group insurance, retirement program, CEBS, and relevant legislation experience are assets.

Manage a book of employee benefits clients, maintain client and carrier relationships, handle renewals, compliance, audits, claims escalation, vendor and carrier implementations, open enrollment support, reporting/benchmarking, and mentor junior team members while ensuring delivery of strategic multi-year plans.

Design and deliver end-to-end integration and automation solutions across retirement and private wealth systems (APIs, ETL, event-driven, batch). Translate business requirements into detailed architectures, produce integration diagrams and interface specs, evaluate platforms and cloud services, guide delivery teams through build and test, and partner with business stakeholders to align technical designs with strategy.

Service and manage middle-market commercial insurance accounts, evaluate coverage needs, prepare new and renewal submissions, negotiate with clients and insurers, review policies and contracts, issue certificates and binders, develop proposals, and ensure account compliance. The role requires substantial client contact, real estate experience, a P&C license, and 5–7 years of relevant experience.

Supports Employee Benefits Account Executives with client and carrier service, account maintenance, claims and eligibility issues, compliance filings, annual notices, marketing proposals, presentations, and open enrollment materials. Maintains benefit portals and client records, develops carrier and client relationships, and assists with administrative and process-improvement activities. The role requires strong communication, organization, attention to detail, multitasking, and eventual Life and Health licensing.

Leads workforce absence management consulting for employer clients across the East Region. Advises on FMLA, state and municipal leave laws, paid leave, ADA, disability, workers’ compensation, and COBRA coordination. Conducts audits, gap analyses, benchmarking, RFPs, implementations, and vendor reviews. Supports business development, client retention, presentations, training, thought leadership, carrier and vendor relationships, and legislative monitoring.