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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.

Manages complex employee benefits accounts, serving as the primary client contact and providing consultative guidance on plan design, renewals, funding strategies, claims, and financial performance. Collaborates with analytics teams, insurance carriers, and clients to resolve issues, develop data-driven recommendations, secure stop-loss coverage, and prepare reports and presentations. Supports prospecting and finalist presentations while maintaining accurate client information and regulatory documentation.

Sell commercial insurance products and services by prospecting and developing new clients, educating customers, preparing contracts, coordinating coverage quotes, providing technical and product support, maintaining client records, and meeting sales targets. The role requires insurance industry experience, active licensing in applicable lines and states, strong communication and organizational skills, and willingness to participate in continuing education.

Supports internal service teams in maintaining and servicing employee benefits clients. Responsibilities include preparing quote requests, spreadsheets, renewal controls, insurance summaries, proposals, benchmarking, client communications, presentations, reporting, and employee education materials. The role requires strong organization, communication, mathematical, and Microsoft Office skills, along with obtaining a Life, Accident and Health Insurance License within three months. Travel up to 25% is required.

Gérer le service quotidien des clients pour comptes à risques complexes, soutenir les directeurs de comptes, préparer renouvellements et nouvelles affaires, coordonner avec assureurs, assurer conformité documentaire et facturation.