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Support brokers by preparing submissions, communicating with clients and underwriters, managing policy documents and renewals, processing transactions (endorsements, invoices), resolving invoicing issues, coordinating claims notifications, maintaining client data, and performing administrative office tasks while building industry knowledge.

Provide client-facing benefits administration and compliance support: manage enrollments, vendor relationships, prepare and present meeting materials, assist quoting and policy implementation, and use benefits technology and Salesforce to streamline workflows. Participate in a structured onboarding academy and collaborate with account teams to deliver exceptional service.

Provide client-facing benefits administration and support: manage enrollments, compliance documentation, vendor relationships, meeting materials, quoting support, and policy implementation while using benefits platforms and Microsoft Office. New hires enter a three-month Benefit Specialist Academy for training.

Support account teams by managing benefit administration, client and vendor relationships, compliance tasks, meeting logistics, quoting support, and policy implementation. Use benefits platforms, MS Office, and Salesforce to prepare materials, handle enrollments, and deliver client service. Participate in a three-month onboarding Academy with hands-on training before joining an Account Team.

Provide remote and on-site technical support for hardware, software, and network issues; install, configure, and repair systems; manage support cases via phone, email and ticketing; maintain documentation and knowledge-base articles; collaborate with vendors and recommend system improvements.

The Account Production Manager supports a Managing Director by managing accounts, overseeing renewals, coordinating marketing for new business, and enhancing client relationships. Responsibilities include tracking service tasks, claims, and client retention initiatives.

The Commercial Lines Account Manager services commercial accounts by designing insurance programs, maintaining client relationships, negotiating with carriers, and managing workflows efficiently.

The Producer/External Sales is responsible for driving business growth, managing sales operations, and building partnerships with stakeholders.

The Commercial Lines Account Manager delivers exceptional service while managing commercial accounts, implementing insurance programs, negotiating with carriers, and collaborating with team members. They ensure compliance with regulations and maintain client relationships through effective communication and support.

The Account Coordinator II is responsible for managing client accounts, coordinating with Account Executives, training clients on the system, resolving billing discrepancies, and conducting audits of client data. This role requires strong customer service skills and knowledge of insurance and benefits management.