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Client-facing role managing commercial Property & Casualty accounts (largely charter schools). Support renewals, policy changes, audits and carrier communications; document activity in agency systems; resolve client issues; provide coverage recommendations; assist with account retention, remarketing, and cross-selling.

This role involves advising clients in life insurance, conducting consultations, analyzing policies, providing tailored recommendations, and collaborating on financial plans. Key responsibilities include client management, market research, and strategic execution.

Manage client service delivery for commercial Property & Casualty accounts (primarily charter schools). Support producers and account teams, respond to client inquiries, maintain files in Sagitta and ImageRight, process policy changes, review exposures and loss history, remarket accounts, recommend coverage solutions, assist with retention and cross-selling, and ensure compliance with agency procedures.

Support advisors and clients by designing life insurance solutions, analyzing policies, preparing client materials, and managing policy illustrations and applications. Coordinate projects, maintain carrier product knowledge, ensure compliance, and use AI and insurance software to improve processes and client outcomes.

The Senior Client Manager oversees client relationships in the insurance sector, manages service delivery, mentors teams, and develops business strategies, primarily for Charter Schools.

Manage new business pipeline and coordinate internal resources to deliver proposals and onboarding for Private Equity/M&A clients. Support producers, drive strategy sessions, oversee portfolio management and stewardship reporting, and service select PE firms. Maintain trackers and collaborate with placement and service teams to ensure coverage, renewals, and client deliverables.

Drive business growth by generating leads, meeting prospects, delivering presentations, attending industry events, partnering with senior financial professionals, and supporting client relationship development while completing training and obtaining insurance licenses.

Manage new business pipeline and coordinate internal teams to deliver proposals, onboard clients, and steward private equity portfolios. Support producers on strategy, renewals, and reporting while maintaining trackers and providing best-in-class P&C insurance service to clients.

As a Brand Ambassador, you will lead brand initiatives, engage with prospects, create social media content, and build relationships to drive brand awareness.

As a Lead Generation Specialist, you will create brand initiatives, connect with prospects, and develop campaigns to drive sales and brand awareness across various events and digital platforms.