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Manage new-business and renewal placement processes for commercial lines: perform exposure analysis, prepare submissions and quotes, negotiate coverage, rate policies in carrier systems, build proposals, analyze loss/exposure data, and present strategic recommendations. Collaborate with client advisors, account teams, carriers, and risk resources while maintaining licensing compliance and market relationships.

Sell and grow employee benefits business by building qualified pipelines, meeting quota, and executing data-driven growth plans. Serve as a trusted advisor, manage client relationships, use CRM and AI tools to personalize outreach and identify upsell opportunities, collaborate on proposals and forecasts, and conduct market and competitive analysis to inform strategy.

Manage a book of commercial insurance clients as primary contact: handle renewals, policy changes, account servicing, retention, and cross-sell opportunities. Provide consultative coverage recommendations, collaborate with internal teams, and promote digital tools to support client success.

Manage a caseload of multi-state claims (workers' compensation, indemnity, employer's liability, subrogation). Investigate claims, communicate with stakeholders, maintain documentation, coordinate return-to-work and litigation activities, review medical/expense records, and support timely claim resolution.

Lead regional growth for Commercial Lines by managing team leaders/client advisors, driving new business and cross-sell strategies, meeting revenue targets, overseeing submissions and operational processes, mentoring producers, and collaborating with cross-functional teams to optimize tools, processes, and market expansion.

Account Executive/Producer responsible for servicing accounts, insurance marketing and sales, client inquiries, claims support, and maintaining client data. Requires active Property & Casualty license and strong organizational skills.

The Client Advisor will drive new business, deepen client relationships, and utilize technology and data to enhance sales strategies. Responsibilities include achieving sales targets, managing client relationships, and conducting market research.

The Payroll Client Advisor will prospect new clients, conduct sales presentations, and close deals for payroll solutions while maintaining client records in Atlas CRM and achieving production targets.

Lead a regional payroll sales division to achieve monthly production goals. Recruit, coach, and develop Territory Managers and Payroll Client Advisors; manage sales activity, CRM records (Atlas), training, and business plans; build internal and external partnerships; report to regional leadership. Must complete DMAP training and be in the field at least 50% of the time.

Serve as single point of contact for new clients from post-sale through initial payroll processing; build client relationships; configure accounts in Auris Payroll System; compare prior payroll setups to ensure accurate builds; train clients on technical/self-service features; maintain compliance knowledge; coordinate with internal partners and transition to Client Services.