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Develops commercial insurance business relationships, identifies prospect and client needs, recommends insurance solutions, educates clients on offerings, and drives new opportunities through upselling and cross-selling. Maintains strong client relationships, collaborates internally to promote company services, and uses broker management software in a fast-paced, client-focused environment.

Manage full-cycle life insurance applications for insurance brokers, serving as the bridge between brokers and carriers. Review applications for regulatory and carrier compliance, provide underwriting and product guidance, follow up on medical and carrier requirements, communicate decisions, and support brokers with policy and regulatory updates while maintaining strong client relationships and service standards.

Services assigned commercial insurance accounts while supporting Account Managers and Producers. Responsibilities include preparing coverage proposals and insurance schedules, processing certificates and premium financing quotations, coordinating policy changes and renewals, reviewing endorsements, invoicing premiums, obtaining loss reports, maintaining account records, and handling correspondence. The role also mentors Assistant Account Managers and requires commercial insurance experience, a P&C Producer’s license, Microsoft Office proficiency, and strong organizational and communication skills.

Develops commercial insurance business by identifying and qualifying prospects, conducting outreach and presentations, designing coverage solutions, preparing submissions, and meeting production goals. Builds and manages a book of business, maintains client relationships, solicits referrals, reviews policies, explains coverage and payment requirements, assists with claims, and supports collections. Requires an Ohio Property and Casualty license, strong sales and presentation skills, analytical ability, reliable transportation, and proficiency with Microsoft Office.

Manage and retain employee benefits clients, support producers and analysts, handle technical account management (claims, compliance, enrollment), prepare proposals and client communications, coordinate carrier implementation and employee meetings, perform claims analysis and 5500-related tasks, and support client service plans and sales initiatives.

Manage renewals and client service for a book of transportation/trucking insurance accounts. Prepare transactions, analyze MVRs and loss runs, issue certificates, handle claims liaison, ensure DOT/FMCSA compliance, support producers/AEs, identify cross-sell opportunities, and oversee account accounting and receivables.

Support producers and marketers on commercial insurance accounts by processing certificates, renewals, endorsements, invoices and client correspondence; review policy documents, handle client inquiries, obtain renewal information, negotiate with insurers, update client records, and perform floater-support duties.

The Account Advisor manages client relationships, overseeing project management and ensuring successful benefits administration while providing strategic insights for client success.

The Senior Account Executive is responsible for managing employee benefits for clients, developing new business, preparing proposals, and providing strategic planning and recommendations for insurance coverage.

The Associate Account Manager supports servicing a book of commercial business, assisting Account Managers and Producers with tasks such as maintaining coverage proposals, processing requests, and coordinating insurance policy changes.