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Manages a high-revenue, complex book of business and provides strategic, high-touch client service. Leads client lifecycle management, escalated issue resolution, renewals, funding strategies, vendor negotiations, and long-term account planning. Partners with producers and internal teams on prospect support and service optimization, contributes to process improvement, and mentors client managers and support staff.

Manages day-to-day client requests for commercial insurance accounts, prepares renewal and marketing materials, negotiates with carriers, reviews quotes, develops proposals, processes policies, and resolves coverage or premium discrepancies. The role also handles certificates, endorsements, premium allocations, contract reviews, and policy audits while building client and underwriter relationships. Some travel of up to 20% is required.

Manages a book of lower-complexity employee benefits clients, serving as the primary contact throughout the client lifecycle. Coordinates claims, billing, eligibility, documentation, compliance, and service delivery with internal teams. Maintains Salesforce workflows and data quality, reviews Client Associate work, resolves client issues, and may coach junior staff. Requires strong communication, problem-solving, emotional intelligence, operational ownership, an active Life and Health license, and at least two years of relevant experience.

Manages a middle-market employee benefits book of business, owns client relationships, leads benefit implementations, renewals, vendor management, and open enrollment strategy, and resolves complex service issues. Serves as the primary daily client contact, ensures service quality and timely execution, applies industry and funding-model knowledge, and may coach junior Client Managers.

Build and manage a book of affluent and high-net-worth clients through prospecting, referrals, consultative sales, financial planning, investment portfolio management, and ongoing relationship development. Deliver goals-based advice across retirement, investments, tax, estate, insurance, and education planning. Maintain fiduciary and regulatory compliance, collaborate with internal investment teams and external professionals, support firm growth, and mentor junior advisors.

Supports daily insurance account servicing, client advisement, carrier communications, claims guidance, endorsements, policy documentation, renewals, quoting, negotiations, binding coverage, invoicing, and accounts receivable follow-up. Maintains accurate account records, participates in client meetings, and develops insurance coverage expertise through education and study.

Supports executive risk claims intake, submissions, documentation, tracking, follow-up, and communications among clients, insurers, and placement teams. The role cultivates insurer relationships, coordinates time-sensitive claims matters, and assists with claims advocacy. Candidates need a bachelor's degree, strong communication and organizational skills, attention to detail, client-service orientation, adaptability, and proficiency with Microsoft Office. Prior insurance claims handling, coverage analysis, policy interpretation, and carrier negotiation experience are preferred.

Manages a book of lower-complexity clients throughout the client lifecycle, serving as the primary contact and coordinating service, claims, billing, eligibility, compliance, and documentation needs. Maintains Salesforce workflows and data quality, reviews Client Associate work, resolves client issues with internal teams, and may coach junior staff. Requires strong communication, problem-solving, emotional intelligence, operational ownership, an active Life and Health license, and at least two years of relevant experience.

Manages a dedicated book of lower-complexity clients, serving as the primary contact throughout the client lifecycle. Responsibilities include maintaining Salesforce workflows and data quality, reviewing Client Associate work, resolving claims, billing, and eligibility issues, coordinating internal teams, ensuring compliance and service standards, and coaching junior staff. Requires an active Life and Health license, relevant experience, Salesforce and OE guide application skills, and developing knowledge of market dynamics.

Manages complex, high-value client accounts and provides high-touch advisory service. Leads client lifecycle management, escalated issue resolution, renewals, funding strategies, vendor negotiations, and long-term planning. Partners with producers and internal teams on prospect support and service optimization, contributes to process improvement, and mentors client managers and support staff. Requires an active Life and Health license, self-funding experience, strong analytical and communication skills, and at least five years of relevant experience.