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Manages commercial insurance accounts and serves as a primary client contact. Responsibilities include servicing policies, quotes, endorsements, certificates, renewals, claims support, client communication, insurance marketing and sales, renewal data collection, coverage planning, policy review, and maintaining accurate records in Applied Systems / EPIC. Requires an active Property and Casualty license, commercial lines experience, strong organization and communication skills, computer proficiency, and a high school diploma.

Manages a book of large and complex commercial insurance accounts, serving as the primary client contact. Oversees renewals, exposure analysis, marketing, carrier negotiations, policy documentation, audits, certificates, endorsements, and new business placements. Maintains accurate records in Applied EPIC, advises clients on coverage, supports producers and account executives, monitors industry and underwriting trends, and mentors junior staff. The role requires strong commercial property and casualty insurance expertise, organizational and communication skills, an active P&C license, and on-site collaboration.

Serves as an employee benefits subject matter expert, resolving escalated issues, auditing benefit data, supporting open enrollment, testing Workday configurations, and improving HR workflows. Partners with HRIS, Payroll, Legal, and vendors on compliance and strategic initiatives. Analyzes benefits data, guides Benefits Specialists, develops training materials, and applies expertise in ERISA, ACA, HIPAA, COBRA, and Section 125 regulations.

Leads employee benefits operations across a major region, focusing on client retention, growth, service quality, talent development, process optimization, technology adoption, performance monitoring, risk management, financial planning, regulatory compliance, vendor partnerships, and post-acquisition integration. The role manages operational scalability, cross-functional alignment, customer experience, and continuous improvement while supporting business development and maintaining strong client relationships.

Manage new business and renewal placement processes for middle-to-large market insurance accounts: perform exposure and coverage analysis, prepare ACORD applications and proposals, negotiate terms with carriers, maintain market relationships, and support client advisors with submission and rating tools. Ensure licensing compliance and deliver tailored risk recommendations.

Senior Employee Benefits Account Executive responsible for retaining and expanding client relationships, developing and executing benefits strategy, directing account teams, managing renewals and open enrollment, coordinating vendor/carrier relationships, leading self-funding initiatives with analytics, and driving cost containment and compliance for large, complex employer clients.

Manages a high-net-worth personal lines insurance book of business, conducting annual reviews, evaluating exposures and coverage, negotiating with carriers, and recommending risk management solutions. Provides responsive client service, monitors policy issuance and claims handling, communicates exclusions and policy changes, maintains accurate records in agency systems, and collaborates with producers to develop appropriate coverage plans. The role requires strong organization, communication, relationship-building, insurance knowledge, and attention to detail.

Manage and service an assigned employee benefits book of business, develop client action plans, recommend portfolio enhancements, and support new and renewal submissions. Coordinate with carriers to obtain quotes, review policies and invoices, prepare client proposals, negotiate agreements, monitor account performance, and maintain accurate agency records. The role requires an active Health and Life license, agency management software experience, strong communication and organizational skills, and five or more years of relevant experience.

Manages day-to-day employee benefits account servicing, including policy transactions, renewals, claims support, client inquiries, endorsements, certificates, and correspondence. Maintains accurate client records in Applied Systems EPIC, coordinates with internal departments, supports insurance marketing and sales, monitors carrier underwriting requirements, and keeps producers informed of account activity. The role also requires compliance with licensing requirements and ongoing insurance education.

Manage a caseload of subrogation claims: identify recovery opportunities, prepare demands and documentation, negotiate with attorneys and carriers, document actions, and maintain claim diaries while ensuring professional communication.