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Manage corporate expense planning, budgeting, forecasting, variance analysis, cash flow forecasting, financial modeling, and executive reporting. Partner with department leaders, Treasury, M&A, Accounting, and Finance leadership to assess risks, optimize costs, improve processes, and translate financial analysis into actionable business insights. The role also supports monthly close, annual operating plans, scenario analysis, and reporting automation through financial systems and business intelligence tools.

Manage a dedicated book of commercial transportation insurance accounts. Responsibilities include gathering information, preparing applications, obtaining quotes, marketing renewals, processing endorsements, maintaining accurate files, and building relationships with producers and carriers. The role requires insurance licensing, strong communication and organizational skills, attention to detail, and proficiency with Microsoft Office, AMS360, and ImageRight. This is an in-office position in Woodcliff Lake, New Jersey.

Supports account managers servicing large commercial insurance accounts. Responsibilities include responding to client inquiries, preparing certificates and endorsements, processing policy changes and renewals, gathering underwriting information, maintaining accurate files, ensuring regulatory documentation compliance, supporting quality control, following up with carriers, tracking renewal timelines, and reviewing policies for accuracy.

Provides in-office administrative and clerical support, including handling mail, checks, faxes, calls, deliveries, visitors, office supplies, meeting logistics, postage, and conference room scheduling. Assists with scanning, printing, mailing, data processing, and customer support while following established workflows and procedures.

Manage clients’ personal insurance accounts, including gathering information, preparing applications, renewal marketing, policy administration, endorsements, cancellations, and renewals. Explain coverage options, recommend enhancements, resolve inquiries, maintain accurate electronic records, and build relationships with clients and carriers. The role requires a New York Personal Lines license, substantial personal insurance experience, familiarity with middle-market and high-net-worth carriers, strong customer service, organization, communication, and Microsoft Office and AMS proficiency.

Manage an assigned personal lines insurance book of business as the primary client relationship manager. Handle coverage questions, billing, policy changes, endorsements, renewals, customer-carrier communication, renewal applications, loss information, and pricing negotiations. Maintain knowledge of company systems and offerings while delivering responsive service and supporting retention through effective communication and needs-based questioning.

Supports employee benefits operations through commission research, reconciliation, billing and accounts receivable assistance, reporting, data maintenance, system administration, and discrepancy resolution. Coordinates office administration, events, mailings, inventories, system access, process improvements, and cross-departmental projects. Maintains procedures, tracks action items, supports users across operational systems, and communicates progress, risks, and follow-up needs to stakeholders.

Manages commercial insurance client accounts by maintaining relationships, conducting account reviews, developing account plans, coordinating onboarding and service delivery, resolving issues, monitoring renewals, and identifying upselling and cross-selling opportunities. Ensures service levels, performance metrics, contract utilization, and regulatory compliance requirements are met.

Supports employee benefits analysis, reporting, data entry, validation, documentation, and client deliverables. Learns agency management systems, benefits plans, compliance requirements, carrier operations, and benefits strategy while assisting analysts, service, and sales teams. Interns may shadow client meetings, research benefits data, identify trends and discrepancies, and maintain records. The role offers exposure to insurance brokerage operations, networking, and potential full-time employment after graduation.

Supports the Personal Lines Account Manager by servicing insureds, producers, and carriers. Responsibilities include processing vehicle and policy changes, issuing insurance cards, binders, certificates, and evidence of insurance, handling cancellations and reinstatements, resolving billing issues, and providing customer service. The role requires strong organization, accuracy, multitasking, confidentiality, and teamwork in a fast-paced in-office sales environment.