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Manage a book of personal insurance accounts: market to carriers, prepare quotes and proposals, respond to policy inquiries, maintain renewal controls and accurate account files, check endorsements/audits for accuracy, and serve as primary client contact.

The Account Manager manages a book of insurance business, providing service to clients, marketing, and renewal efforts, while supporting Producers and Account Executives.

The Senior Account Manager will service assigned commercial insurance accounts, develop client relationships, acquire new business, and ensure client needs are met. Responsibilities include analyzing coverage, liaising with carriers, and managing client proposals and transactions.

Process high-volume invoices and cash applications, maintain accounting documents, reconcile accounts and bank/checks, research and resolve discrepancies, verify supporting documentation, and meet service-level agreements.

Manage and service assigned personal insurance accounts: review coverages, prepare quotes and applications, maintain agency management records, build client relationships, pursue new business from existing accounts and leads, and support departmental production goals.

Sell small commercial insurance by prospecting new clients, rounding out existing accounts, presenting quotes and proposals, cross-selling with producers, establishing automated service handoffs, maintaining production reports, assisting renewals and collections, and building a profitable book of business.

Manage tax services for high-net-worth individuals and related entities: oversee preparation and review of complex returns, provide proactive tax planning and client advisory, supervise and coach associates, coordinate with wealth advisors, manage deadlines and workflow, ensure quality control, and support business development and process improvements.

Lead onboarding for new retirement plans, coordinate conversions with advisors, sponsors and recordkeepers, ensure compliance with ERISA/IRS/DOL rules, meet SLAs, mentor junior staff, manage caseloads, and handle client communications and plan document preparation/amendments.

Assist Account Managers with servicing personal lines accounts: prepare invoices, certificates, binders, process changes, maintain files, coordinate renewals, provide customer service, prepare and deliver policies, and manage account data and documentation.

Lead advisor-facing technology strategy, training, onboarding and vendor relationships to drive adoption of HUB digital solutions. Provide consultative guidance on CRM, cybersecurity, financial planning tools, run educational events, maintain content, evaluate new technologies, monitor engagement metrics, and collaborate with internal teams to support advisor business growth and platform integration.