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Handles insurance account placements from quoting through binding, including carrier submissions, negotiations, proposals, applications, certificates, payments, and document processing. Supports internal marketing efforts, manages communication with carriers and underwriters, uses online rating programs, and develops market relationships to identify optimal coverage placements. Requires strong communication, organization, attention to detail, and insurance industry knowledge.

Manage an assigned personal lines insurance book of business, serving as the primary client relationship manager. Responsibilities include answering coverage and billing questions, processing policy changes and endorsements, coordinating with carriers, managing renewals, reviewing loss information, obtaining updated applications, negotiating renewal pricing, and maintaining knowledge of company systems and offerings.

Consultant responsibilities include developing client benefit strategies, preparing proposals, client reporting, managing implementations, and ensuring compliance while providing exceptional client service.

Advise small and mid-sized employee benefits clients on plan design, funding strategies, renewals, compliance, cost management, and employee engagement. Build relationships with business leaders, analyze plan and market data, develop strategic recommendations, lead client meetings and presentations, coordinate internal teams, manage escalations, and support long-term retention. Maintain expertise in benefits regulations including ACA, ERISA, COBRA, HIPAA, and Section 125.

Manage a surety insurance book of business and referred new business, including commercial and contract bond issuance, client information gathering, applications, renewal marketing, policy administration, risk identification, program design, and implementation. Communicate proactively with clients, resolve issues, document renewal meetings, and support a collaborative, fast-paced sales environment.

Manage a dedicated commercial insurance book of business, serve as the primary client and internal-team liaison, maintain stakeholder relationships, conduct account reviews, prepare applications and quotes, market renewals, process endorsements, document files accurately, and maintain knowledge of company systems and offerings.

Provides administrative and policy-processing support for commercial insurance accounts. Responsibilities include generating certificates and binders, processing policies and endorsements, monitoring cancellations and audits, ordering motor vehicle reports and loss runs, maintaining client data, filing documents, preparing correspondence, and completing data-entry projects. The role requires strong organization, accuracy, computer proficiency, communication skills, and the ability to learn agency management software.

Resolves employee benefits claims, enrollment, reinstatement, and plan-related questions for client HR departments and employees. Coordinates with insurance carriers, vendors, and account teams; handles customer service calls and inquiries; tests enrollment sites; documents procedures; maintains inquiry records; identifies service trends; and supports timely, accurate issue resolution.

Manage group and individual insurance enrollments from presentations and quotations through applications, issuance, billing, and onboarding. Conduct employee enrollment meetings, answer policy questions, coordinate with payroll departments and carriers, reconcile billing, resolve administrative issues, and support benefit fairs. Implement and configure Employee Navigator, including benefit plans, rates, eligibility rules, and system integrations. Serve as a liaison among clients, employees, carriers, and internal teams while ensuring timely, clear, and effective customer service.

Manage a dedicated commercial insurance book of business, including gathering information, preparing applications, quoting, renewal marketing, endorsements, and file documentation. Build relationships with producers and carriers, maintain knowledge of company systems and offerings, and provide accurate, organized account service while prioritizing work in a fast-paced, in-office environment.