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Drafts, negotiates, and executes employee benefits client agreements; collaborates with Sales, Service, Operations, Finance, Compliance, and Legal; files Forms 5500 and plan documents; serves as a client-facing subject matter expert and supports contract risk management.

The Commercial Lines Account Manager handles client inquiries and manages a dedicated book of business, processing policies and maintaining relationships.

Manage an assigned personal lines book of business as primary client contact: service policies, handle inquiries, process endorsements and billing, liaise with carriers, manage renewals, review losses, obtain updates, and maintain company system knowledge.

The Senior Associate Account Manager will manage client relationships, conduct account reviews, develop account plans, and resolve client issues while ensuring compliance.

Manage commercial insurance accounts as primary client contact: process policy changes, handle renewals and marketing, communicate with carriers, prepare documentation, monitor billing and audits, document activity, and support producers and account technicians.

Manage and grow personal lines client relationships, support account managers servicing high-net-worth customers, handle inquiries, document correspondence in the client management system, and maintain daily task lists in an in-office team environment.

The Personal Lines Account Manager develops client relationships, manages business accounts, reviews insurance needs, and collaborates with team members and underwriters to provide tailored coverage solutions.

The Associate Account Manager assists with the servicing of commercial accounts, responds to client inquiries, manages documentation, and maintains accurate client files.

The Associate Account Manager will handle processing insurance documents, monitoring accounts, data entry, and maintaining customer relationships in a fast-paced environment.

The Account Manager will manage a book of business focused on transportation accounts, including quoting and renewal marketing.