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The Benefits Analyst supports data-driven projects for client benefit programs, analyzes claims data, prepares reports, and models plan designs to inform benefit decisions.

The Employee Benefits Account Manager is responsible for day-to-day client interactions, ensuring high-quality service delivery, and managing insurance processing while assisting in renewals and client changes.

The Client Advisor drives business growth by developing client relationships, utilizing data-driven insights and technology for sales, and optimizing revenue strategies.

The Commercial Lines Client Advisor will deliver insurance strategies to medium to large companies through face-to-face meetings, focusing on reducing insurance dependency. Responsibilities include lead generation, client presentations, and maintaining sales tracking.

The Payroll Division Manager leads the sales team to achieve targets, manages client relations, and oversees recruitment and training while maintaining compliance with policies.

Manage and grow a portfolio of commercial employee benefits clients by delivering customized insurance and fintech solutions. Conduct needs assessments, prepare proposals, secure quotes, bind coverage, negotiate with carriers, collaborate with client advisors, and provide ongoing account service and technical expertise.

Manage pending life, disability, long-term care, and annuity cases from intake through policy delivery. Coordinate with underwriters, advisors, and clients, negotiate underwriting terms, document commissions, ensure compliance with state/new business requirements, and develop internal communication and education tools.

The role involves managing client relationships for employee benefits, leading account managers, creating renewal strategies, and staying updated on industry trends.

The Personal Lines High Net Worth Client Advisor provides high-level service to affluent clients, focusing on insurance needs and relationship building, with emphasis on sales and performance.

The Employee Benefits Client Advisor drives new business, deepens client relationships, and executes strategic growth plans using data-driven insights and technology to optimize client solutions.