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Manages surety services for small and midsize business clients, including underwriting information, bonding education, client relationships, submissions, renewals, marketing, and accounts receivable oversight. Leads client meetings, coordinates internal and external stakeholders, supports business development and cross-training, interprets financial and insurance documents, and provides surety expertise. The role is office-based approximately 50% of the time and requires travel of up to 25%.

Supports Account Managers and Executives servicing complex insurance accounts. Responsibilities include preparing coverage and premium comparisons, processing audits and endorsements, analyzing losses, maintaining account data in the AMS, managing certificates and billing requests, handling client communications, and completing special projects. The role requires insurance knowledge, strong attention to detail, financial acumen, problem-solving, organization, and proficiency with Microsoft Office.

Prospects, qualifies, and closes commercial and private-client insurance accounts while meeting sales goals. Builds industry networks, identifies client needs, develops tailored solutions, coordinates cross-selling opportunities, and maintains accurate Salesforce records. Partners with account servicing teams to support client retention and relationships. Requires insurance licensing, strong communication and organization, sales achievement, basic Microsoft Office skills, and travel to job sites as needed.

Manages employee benefits clients through strategic planning, plan analysis, regulatory alignment, carrier and vendor negotiations, renewals, and claims resolution. Leads service teams, prospect presentations, RFP responses, special projects, and agency committees. Serves as a benefits strategy subject matter expert, mentors associates, participates in hiring, and oversees performance and professional development. Requires extensive benefits brokerage or medical carrier experience, Life and Health licensure, strong communication, and advanced business acumen.

Manages day-to-day client requests for a commercial insurance book of business, supporting Account Executives with renewals, onboarding, marketing submissions, carrier negotiations, proposals, policy processing, certificates, endorsements, premium allocations, contract reviews, and discrepancy resolution. Maintains accurate data in Epic, builds client and underwriter relationships, and ensures timely coordination with internal teams. The role requires obtaining a P&C license within 90 days and includes travel of up to 20%.

Manages personal lines insurance accounts, builds and maintains client relationships, delivers exceptional customer service, supports accurate data entry and account administration, and uses agency management systems. Requires an active Property and Casualty license, prior insurance industry exposure, strong communication and organizational skills, attention to detail, and reliable teamwork. The role offers remote flexibility for candidates near Vermont or New Hampshire locations.

Supports producers and commercial insurance clients through account service, claims issue resolution, renewals, new business proposals, carrier negotiations, coverage reviews, and client presentations. Coordinates marketing and renewal timelines, gathers client data, reviews quotes, maintains account documentation, supports referrals, and ensures compliance with Florida insurance licensing and continuing education requirements.

Manages day-to-day client relationships for mid-market and complex commercial insurance accounts. Prepares renewals, marketing submissions, proposals, premium allocations, certificates, policy documentation, and contract reviews. Coordinates negotiations with carriers, resolves coverage and premium discrepancies, supports new business and onboarding, and facilitates client meetings. May lead, mentor, and oversee quality control for other Account Managers.

Supports commercial insurance new business placement by submitting applications, obtaining carrier quotes, preparing proposals, coordinating binders and related documents, and communicating coverage recommendations to producers. Maintains carrier relationships, tracks underwriting information, monitors market appetites, organizes account files, and supports transitions to servicing teams. Requires an active P&C license, insurance experience, strong analytical and communication skills, and proficiency with agency systems.

Supports enterprise business intelligence operations, including ticket triage, report subscriptions, data quality checks, environment monitoring, QA testing, release communications, documentation, ad hoc data requests, and usage analysis. Contributes to ETL/ELT, cloud data platforms, infrastructure, governance, semantic datasets, reporting, and CI/CD while developing technical depth under senior guidance.