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Manages commercial insurance client relationships, renewals, onboarding, policy documentation, compliance activities, coverage analysis, and carrier coordination. Develops tailored coverage recommendations, presents renewal options, prepares client-facing reports, resolves service issues, and supports retention. The role requires commercial insurance expertise, strong analytical and communication skills, proficiency with agency management and workflow systems, and a current Property & Casualty license.

Manages employee benefits renewal processes, including open enrollment, eligibility, compliance, implementation, and client communications. Coordinates with clients, carriers, vendors, internal teams, and relationship managers to resolve complex service issues, maintain accurate records, and meet deadlines. Prepares renewal and benefits materials, supports COBRA and other compliance activities, identifies process improvements, and contributes to client retention through accurate, timely benefits administration.

Manages employee benefits client relationships, renewals, onboarding, compliance, service inquiries, and carrier/vendor coordination. Advises clients on benefit solutions, analyzes plan and claims data, presents renewal options, prepares employee communications, and coordinates enrollment activities. Ensures accurate deliverables, regulatory compliance, workflow execution, and high-quality client service while partnering with advisors, specialists, carriers, and internal teams.

Prepares actuarial and risk analytics, including loss projections, claims analysis, collateral projections, program comparisons, and financial impact analyses. Builds client dashboards and presentations, supports catastrophe modeling, summarizes findings, and participates in client meetings. The role translates complex claims and financial data into actionable insights while developing proficiency in R, SQL, Python, and data visualization tools.

Leads a captive insurance consulting practice, overseeing client engagements, feasibility studies, formations, program reviews, team development, quality standards, business development, regulatory relationships, and practice strategy. Advises complex captive clients on alternative risk financing, monitors regulatory and tax developments, leads proposals, and represents the practice with industry stakeholders.

Manages employee benefits client relationships, renewals, onboarding, compliance, service inquiries, and carrier/vendor coordination. Analyzes benefit plans, claims, funding models, and coverage options; prepares renewal presentations, employee communications, and compliance documentation. Serves as the primary client liaison, advises decision-makers, coordinates enrollment activities, oversees service workflows, and identifies process improvements while ensuring accurate and timely deliverables.

Manages complex commercial insurance accounts by coordinating brokerage and service teams, overseeing renewal timelines, analyzing claims and financial data, preparing submissions and client presentations, evaluating quotes, supporting prospect meetings, identifying expansion opportunities, and ensuring accurate policy implementation and documentation. The role requires substantial large-account insurance experience, a state-specific license, strong communication skills, and approximately 20% travel.

Lead the transition from legacy employee benefits processes to new workflows by acting as liaison between project teams and end-users, providing subject matter expertise, driving change adoption, delivering training and go-live support, making timely business decisions, and establishing strategic and operational standards, governance, and dashboards to improve client experience and operational efficiency.

Manage insurance licensing compliance for colleagues and business entities across jurisdictions. Responsibilities include applications, renewals, affiliations, continuing education, state registrations, licensing data maintenance, reporting, audits, regulatory inquiries, and process improvement. The role provides guidance on state-specific requirements and serves as a contact for colleagues, carriers, and regulators.

Leads enterprise data strategy, governance, analytics enablement, reporting platforms, and operational data services. Establishes data operating models, ownership, quality, lineage, privacy, security, and regulatory controls. Oversees senior data leaders and cross-functional teams, prioritizes initiatives, enables self-service analytics, and partners with executives to deliver measurable business value, efficiency, compliance, and risk reduction across complex business units.