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Manage concurrent benefits administration platform implementations from planning through post-launch support. Develop project plans, budgets, timelines, resource allocations, and risk strategies; coordinate cross-functional teams; manage Salesforce releases and enhancements; facilitate stakeholder communications; and drive governance, issue resolution, and successful client go-lives.

Manage and service commercial insurance clients by handling coverage questions, renewals, applications, policy changes, claims assistance, billing inquiries, and policy documentation. Collaborate with producers, carriers, and accounting to quote and support new and renewal business. Maintain accurate client records in AMS360, prepare certificates and endorsements, and stay current on insurance products and market trends.

Manage commercial insurance accounts by coordinating with agents, carriers, markets, and underwriters throughout the quoting and policy process. Responsibilities include managing service timelines, obtaining quotations and binders, processing policies and endorsements, preparing proposal booklets, using agency management and carrier rating systems, and meeting ongoing deadlines. The role requires strong communication, digital proficiency, and preferably a Montana Property and Casualty license and three years of agency experience.

Conduct on-site and virtual client risk assessments, analyze claims and OSHA data, identify loss trends, and recommend practical safety improvements. Advise clients on accident prevention, incident investigation, fleet safety, compliance, and risk management. Deliver training and help strengthen safety programs while partnering with insurance, claims, underwriting, and account teams to support client retention and program success.

Serves personal insurance clients by managing policy changes, endorsements, renewals, coverage questions, billing concerns, claims support, documentation, and account records. Builds client relationships, identifies protection opportunities, coordinates with risk advisors and insurance carriers, and supports retention, account growth, and satisfaction. Insurance experience is helpful but not required; the employer provides training and licensing support.

Conduct on-site and virtual risk assessments for commercial clients, analyze claims and OSHA data, identify loss trends, and recommend practical safety improvements. Provide training and guidance on accident prevention, incident investigation, fleet safety, compliance, and risk management. Build client relationships, support retention and growth, and collaborate with insurance producers, claims advocates, underwriters, and carriers to deliver comprehensive risk solutions.

Conduct on-site and virtual risk assessments, analyze claims and OSHA data, identify loss trends, and provide practical safety and compliance recommendations. Build client relationships, deliver training on workplace safety and accident prevention, strengthen risk management programs, and collaborate with insurance, claims, underwriting, and account teams. The role serves commercial clients across industries and requires travel to client locations.

Provides front desk coverage and administrative support for a personal lines insurance team. Responsibilities include greeting visitors, answering calls, processing mail, handling policy-related documentation and service requests, updating records, data entry, filing, deposits, office supplies, and occasional errands. The role supports account managers with renewals, billing inquiries, payments, ID cards, cancellations, and reinstatements without providing licensed insurance advice.

Support and manage commercial insurance accounts by coordinating with agents, carriers, and underwriters; obtain quotes and bind policies; quote new business using carrier rating tools; create proposal booklets; use the agency management system to meet daily deadlines and ongoing projects.

Provides customer service for personal lines insurance clients by handling service requests, updating policies and records, answering coverage questions, identifying coverage gaps, processing transactions, maintaining follow-up systems, and supporting agency staff. Requires strong communication, attention to detail, dependable task completion, compliance awareness, and a Property and Casualty license.