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Manage the day-to-day service of client accounts including renewals, policy changes, and educating clients about their insurance coverage. Ensure compliance with agency procedures and maintain documentation.

Evaluate commercial exposures, loss experience, and coverage needs; prepare thorough submissions to carriers; negotiate coverage and pricing; maintain marketing files and agency systems; support producers and management on research, proposals, and client meetings.

Manage client relationships by coordinating proposals, renewals, and maintaining satisfaction. Assist with marketing and business development for insurance accounts.

The Associate Producer position focuses on developing consultative selling skills through pipeline management, prospect engagement, and working closely with Senior Producers to build client relationships and sales. It involves learning about the sales process while contributing to the agency's growth.

Manage end-to-end employee benefits marketing: prepare RFPs/RFQs, gather census/claims/RAQs, analyze carrier proposals, present findings to sales/service teams, identify markets, negotiate with carriers, maintain RFP logs, and monitor industry trends and regulations.

Lead marketing and communications strategy and team to drive brand visibility, sales enablement, campaigns, events, content creation, internal engagement, and analytics; oversee proposals/RFPs, collaborate with producers, and ensure high-quality collateral and messaging.

Serve as primary day-to-day contact for an assigned book of group benefits clients. Manage renewals, enrollment, billing and claims advocacy; support HRIS/benefits platform implementations; ensure compliance (HIPAA, COBRA, FMLA, ERISA, ACA); maintain agency systems; assist Producers and mentor junior staff.

Manage claims for commercial property and casualty clients, assist in reporting new claims, evaluate coverage, and provide training to agency staff.

The Employee Benefits Client Associate assists with new business placement, renewals, and service in the Employee Benefits Department, responding to client requests and managing coverage programs.

Manage the renewal process for accounts, prepare submissions to carriers, negotiate coverage, and maintain documentation and client requests.