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Support advisors and clients by designing and analyzing life insurance solutions, managing policy illustrations and applications, conducting market research, and coordinating deliverables. Provide client consultations, ensure compliance, maintain carrier product knowledge, prepare meeting materials, and collaborate across teams to implement strategy and improve processes.

Coordinate life insurance product and case design, consult with clients and advisors, analyze policies, recommend tailored solutions, manage applications and policy administration, maintain carrier product knowledge, support multiple projects, ensure compliance, and use technology (AI/Claude, CRM, illustration systems) to deliver client-centric planning and implementation.

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.

Provide strategic insurance advisory and account management for commercial clients and M&A transactions. Lead insurance due diligence, analyze policies and exposures, coordinate transaction workstreams, support post-close integration, manage renewals and placements, negotiate with carriers, document activity, and collaborate with internal and external stakeholders to ensure coverage continuity.

Provide administrative and client-service support for commercial insurance accounts: process certificates, endorsements, renewals, invoices, loss runs, and policy documents; maintain records in Sagitta; run MVRs and valuation reports; support client communication and collaborate with account managers while participating in training and development.

Provide day-to-day operational account support for P&C clients: respond to inquiries, issue certificates and ID cards, process policy changes, renewals, binders, invoicing, audits, post documents, run reports, obtain loss runs and premium finance quotes, and maintain client communication and insurance knowledge.

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