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The role involves providing risk management advice to clients, particularly in property and casualty, while building relationships with C-Suite executives. Success depends on deep industry knowledge and communication skills.

Manage client relationships for TPA/claims programs across auto, general liability, and workers' compensation. Act as primary client liaison, lead reviews and stewardship meetings, monitor TPA performance, resolve escalations, analyze claims data to recommend cost containment, support onboarding and renewals, assist with contracts and financial reconciliation, and participate in sales presentations.

The Insurance Placement Specialist analyzes clients' insurance needs, negotiates with carriers for competitive pricing, and builds relationships with underwriters to ensure effective coverage solutions.

The Account Manager will service clients, prepare review materials, maintain client relationships, focus on retention and sales, and analyze client data.

The Sales Leader will drive new business growth, mentor producers, lead complex sales strategies, and enhance overall team performance.