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Supports the Surety Practice by preparing and processing surety bond documentation, answering client and insurer inquiries, uploading files into Epic, maintaining abeyance systems, and assisting Account Managers. The role requires strong organization, communication, customer service, attention to detail, and administrative follow-through. Candidates typically need at least two years of administrative support experience; surety knowledge and RIBO licensing are assets.

Supports commercial insurance account management by preparing certificates, binders, proposals, policy documents, and client records. Maintains EPIC and Certificate Exchange data, updates policy and claims information, calculates premiums and taxes, processes invoices and finance forms, follows up on receivables, and corrects commission differences. Responds to client and insurer inquiries while maintaining service timelines and supporting account managers.

Supports commercial insurance account teams by preparing certificates, binders, proposals, policies, endorsements, and client documentation. Maintains brokerage management systems, policy and underwriting data, insurance summaries, claims histories, premium records, invoices, and receivables. Communicates with clients and insurers, assists with certificate exchanges, processes financial and administrative transactions, and provides timely service while meeting established deadlines.

Manage commercial insurance client accounts through renewals, documentation, submissions, binders, certificates, invoicing, and policy reviews. Maintain compliant digital and physical files, respond to client inquiries, prepare renewal packages, calculate taxes, obtain premium finance quotes, track expiries and reporting requirements, and support account administration. The role requires a valid RIBO license, commercial insurance experience, strong organizational skills, Microsoft Office proficiency, and experience with Applied EPIC or similar broker management systems.

Manage commercial insurance accounts for entertainment clients, overseeing the full service process, carrier marketing, quotes, proposals, presentations, certificates, endorsements, billing, and binders. Build effective relationships with clients and insurance carriers while ensuring policy-service accuracy. The role requires commercial lines brokerage experience, current licensing, contract and coverage knowledge, strong communication skills, and proficiency with Microsoft Office and Outlook. The position may be remote or hybrid and requires no travel.

Manages personal lines insurance accounts for high-net-worth clients, including carrier marketing, quotes, proposals, renewals, policy and endorsement accuracy checks, evidence of insurance issuance, and billing support. Builds effective client and internal relationships while overseeing the complete account-service process. Requires 5+ years of personal lines brokerage experience, an active insurance license, and familiarity with high-net-worth carriers.

Manages employee benefits accounts, serving as the primary client contact and liaison with insurance carriers. Responsibilities include resolving claims and administrative issues, designing benefit plans, managing renewals and competitive bidding, preparing financial reports and employee communications, coordinating compliance information, and supporting wellness initiatives. The role requires strong analytical, communication, interpersonal, organizational, and multitasking skills, along with at least five years of relevant experience.

Advises employer clients on employee benefits strategy, plan design, renewals, compliance, carrier solutions, and emerging trends. Builds trusted client relationships, leads presentations, manages implementations and renewals, identifies cross-selling opportunities, ensures client retention, and mentors account team members. Requires strong benefits expertise, communication, organization, project management, and knowledge of self-insured plans, ancillary coverage, and legislation.

Provide second/third-level support for broker, policy administration, and document management applications. Troubleshoot production issues, review logs, run SQL queries, coordinate with vendors and internal teams, maintain systems and scheduled utilities, create support documentation and training, mentor team members, and provide occasional after-hours support.

Supports commercial insurance account management by preparing certificates, binders, proposals, policies, endorsements, and client documents. Maintains client and policy data in EPIC and Certificate Exchange, updates insurance summaries and claims histories, processes invoices and premium finance forms, follows up on receivables and claims, answers client and insurer inquiries, and provides reception backup. Requires insurance account experience, strong administrative and organizational skills, Microsoft Office proficiency, and effective communication.