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Manage assigned insurance accounts across client service, new business, renewals, policy administration, billing, carrier coordination, documentation, and compliance. Serve as the primary client contact, coordinate account deliverables, identify coverage and service needs, and ensure accurate, timely execution. Senior-level responsibilities include managing complex books of business, leading client and renewal meetings, exercising technical judgment, and mentoring Account Managers.

Manage a portfolio of employee benefits clients and lead annual renewals from strategy through presentation. Analyze claims, utilization, benchmarking, and plan designs; market programs to carriers, negotiate terms, and recommend solutions. Advise clients on benefits administration, compliance, open enrollment, and communications while coordinating internal teams and vendors. Resolve issues, identify cross-selling opportunities, support new business, maintain account records, and build long-term client relationships.

Leads Commercial Lines and Private Client Account Coordination teams, overseeing staffing, service delivery, quality, performance, training, talent development, and operational improvement. Partners with Commercial Leadership and cross-functional teams to manage risks, optimize workflows, support technology initiatives, and maintain exceptional client service. Provides direct production support during peak workloads or staffing shortages.

Leads and develops an internal insurance service team supporting alternative risk and captive programs. Responsibilities include people leadership, workload and resource management, process improvement, quality assurance, performance measurement, compliance and financial reporting coordination, technology adoption, budgeting, and cross-functional collaboration. The role ensures accurate, timely delivery of captive program requirements while building accountable, high-performing teams and translating organizational priorities into effective operational plans.

Leads internal service teams supporting small commercial, surety bond, and private client accounts. Responsibilities include people leadership, workload and resource management, process improvement, quality assurance, performance measurement, recruiting, budgeting, technology adoption, and cross-functional collaboration. The role ensures efficient, accurate, scalable service delivery, manages high-volume insurance workflows, develops employees, addresses performance issues, and translates organizational priorities into team action plans.

Owns Applied Epic as the company-wide enterprise business system, overseeing governance, configuration, workflows, data quality, reporting, integrations, security, testing, releases, training, adoption, and continuous improvement. Translates cross-functional business needs into scalable solutions, manages the platform roadmap and change control, supports migrations and acquisitions, and partners with Operations, Accounting, IT, leadership, Applied Systems, and vendors to maintain system integrity and business value.

Sell mid-market commercial insurance by prospecting, managing a disciplined pipeline, closing new business, delivering consultative P&C risk solutions, collaborating with operations and carriers, mentoring junior producers, and building market presence.