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Manage clients' personal insurance accounts end-to-end: gather information, prepare applications, market renewals, administer policies, explain coverages, maintain electronic records, process endorsements/cancellations/rewrites, and build strong client and carrier relationships in a sales-driven team environment.

Act as primary client liaison, build and maintain relationships, conduct account reviews, develop and execute account plans, identify upsell/cross-sell opportunities, manage onboarding/implementations, ensure service levels and renewals, resolve issues, and coordinate cross-functional delivery for multiple accounts.

The Senior Associate Account Manager will manage client relationships, handle a dedicated book of business, and ensure accurate documentation and service delivery.

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

Provide in-office administrative support for an insurance agency: operate multi-line phone system, process policy service requests, document activity in the agency management system, handle mail and carrier communications, review renewals and endorsements, assist customers with billing and claims, and support producers and management while maintaining confidentiality.

Sell and service insurance to high-net-worth clients: generate new business, retain clients, cross-sell products, present solutions, build relationships with carriers and underwriters, and execute an individual business plan and production budget.

Manage client benefits lifecycle and renewal processes, coordinate with brokers and carriers, prepare proposals and renewal materials, support open enrollment and day-to-day client service, maintain benefit systems and documentation, and ensure compliance and timely deliverables while driving process improvements and strong stakeholder communication.

The Commercial Lines Associate Account Manager manages client relationships, handles insurance inquiries, processes paperwork, and negotiates renewals for assigned accounts.

The Personal Lines Account Manager is responsible for managing client communications, processing policy endorsements, handling renewals, and building relationships while ensuring quality service.

The Benefits Account Manager will manage client needs, handle a book of business, and ensure effective documentation and communication with team members and carriers.