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Supports insurance client account servicing by processing certificates, policies, endorsements, applications, renewals, invoices, audits, and related documentation. Maintains accurate records in the agency management system, prepares proposals and reports, obtains quotes and loss information, communicates with clients and business partners, and manages competing priorities. The role includes structured insurance operations training and mentorship, with a California Property and Casualty license required within 90 days.

Support producers and practice leaders in business development and client service for employee benefits: research prospects, maintain CRM data, prepare proposals and sales materials, coordinate meetings and events, assist onboarding and renewals, track deliverables, and provide administrative support to service teams.

Supports commercial insurance client management by responding to inquiries, issuing certificates and auto ID cards, managing renewals, processing endorsements and cancellations, maintaining policy documentation, obtaining loss runs, preparing proposals, and tracking outstanding tasks. The role also assists with carrier marketing meetings, presentations, and accurate system updates while maintaining timely, service-oriented communication with clients and internal teams.

Manages commercial insurance client accounts and supports Producers or Account Executives with servicing, renewals, submissions, proposals, policy transactions, coverage questions, invoicing, and documentation. Analyzes exposures, compares markets, evaluates quotes, negotiates premiums and commissions, and maintains accurate client records. The role requires strong communication, attention to detail, multitasking, problem-solving, Property and Casualty knowledge, and a current P&C license. Work is remote, with occasional Atlanta-area team and client meetings.

Lead insurance due diligence for buy-side M&A transactions, assess coverage and exposure, design post-close insurance strategies, negotiate with carriers, and act as primary client advisor to align insurance programs with transaction objectives.

Provide administrative and client-service support for commercial P&C accounts: process certificates, endorsements, renewals, invoices, and loss runs; maintain records in agency systems; run MVRs; assist with online rating and premium finance requests; communicate with clients, carriers, and vendors; and participate in training and professional development.

Lead end-to-end execution of onsite and virtual wellbeing programs, manage logistics and vendors, serve as day-to-day client contact, track engagement and outcomes, support reporting and budgeting, and help scale practice processes while mentoring junior staff.

Lead building PSG's Business Operations & Performance function: design operating rhythms, forecasting, pipeline-to-capacity planning, KPI frameworks, profitability and utilization analysis, sales operations, leadership reporting, and cross-functional governance to support scalable growth and improved decision-making.

Leads property and casualty claims operations, including investigating, evaluating, negotiating, reserving, and settling complex claims. Supervises claims personnel, ensures proper adjusting methods and compliance, manages litigation-related claims with counsel, reviews bills, maintains claim files, prepares reports, and advises management. Requires substantial brokerage claims experience, P&C expertise, a valid P&C broker-agent license, and a Juris Doctor degree.

Lead benefits analytics for private equity-backed clients: acquire and validate data, build financial models and projections, produce dashboards and executive reports, present insights to clients, manage projects, mentor junior analysts, and coordinate vendors and reconciliation efforts.