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Serve as primary relationship manager for a portfolio of mid-to-high complexity clients overseeing employee benefits programs, renewals, compliance, and retention. Lead multi-year renewal strategy, analyze benefits and claims data, deliver strategic recommendations and Quarterly Business Reviews, resolve escalated enrollment, billing, and coverage issues, manage compliance calendar, coordinate cross-functional deliverables, mentor colleagues, and drive process improvements to enhance client satisfaction and retention.

Lead and scale talent programs across the colleague lifecycle—onboarding, performance, competency frameworks, career pathing, succession, assessments, and talent reviews—partnering with leaders and HR COEs to drive adoption, measure outcomes, and improve organizational effectiveness using data and HCM systems.

Support Brokers and Account Executives on new and renewal business for Senior Living & Healthcare clients. Coordinate submissions, obtain carrier quotes and binders, perform initial policy reviews and surplus lines filings, prepare client materials, manage renewal deadlines, and maintain client/carrier relationships while assisting with administrative tasks and special projects.

Support a Partner-level advisor by generating leads, nurturing client relationships, creating presentations and content, coordinating events/webinars, and managing long-cycle business development using CRM tools and insurance industry knowledge.

Support partner financial advisors with sales enablement and client services, manage pipelines, generate leads, and create presentations for wealth management.

Lead regional new business strategy and execution across Commercial and Employee Benefits. Recruit, develop, and retain Advisors and Sales Leaders. Drive sales activity via CRM, SCORE model training, forecasting, and reporting. Partner with segment leadership to enhance client experience, identify growth opportunities, and ensure advisor integration and training with partnered firms.

The Inside Sales Advisor drives pipeline growth and revenue by engaging prospective clients, closing inbound opportunities, and delivering a consultative sales experience. Responsibilities include managing a sales pipeline, engaging leads, conducting discovery conversations, and nurturing client relationships.

Manage employee benefits accounts, oversee policy activity and renewals, analyze claims and benchmark trends, ensure ACA compliance, present proposals and enrollment materials, cultivate insurer relationships, and provide high-quality client service and stewardship.

The Client Executive manages client strategies, providing day-to-day service, resolving issues, and preparing marketing processes for insurance products while maintaining strong client relationships.

The Placement Executive partners with Advisors to provide excellent service in Commercial Insurance and Risk Management, maintaining client relationships and evaluating insurance options.