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Lead design, implementation, administration, and communication of employee benefit plans for a large book of business. Manage account stewardship, analyze claims and compliance (ACA, COBRA, FMLA, ERISA), mentor client team, cultivate insurer relationships, and identify cross-sell opportunities while ensuring accuracy and client satisfaction.

Primary relationship manager for a portfolio of mid-to-high complexity commercial clients overseeing insurance programs, renewals, retention, and compliance. Lead multi-year renewal strategies, analyze complex loss and exposure data, deliver Quarterly Business Review insights, and resolve escalated service, billing, and coverage issues. Collaborate with advisors, carriers, and internal teams to ensure seamless execution and mentor colleagues to improve processes and client retention.

The Senior Client Executive manages complex accounts, develops client relationships, provides risk management solutions, and educates clients on insurance products and industry changes.

Lead a Power & Renewables service team managing insurance placements for energy clients. Handle renewals, client presentations, marketing submissions, quote analysis, program structure data analysis, policy implementation, and document accuracy. Supervise support staff and participate in prospect meetings to secure and service a defined book of business.

The Sr. Placement Executive is responsible for developing client relationships and collaborating with team members to provide risk management solutions, negotiate insurance coverage, and maintain knowledge of the insurance market.

Sell and manage personal lines insurance by generating new business, meeting with clients, presenting and closing coverage proposals, partnering with service teams, maintaining records, networking, and meeting monthly new business goals while representing the agency professionally.

Serve private equity firms and portfolio companies advising on human capital risk. Manage client relationships, set human capital strategy, oversee benefits renewals and vendor sourcing, project manage deliverables, ensure compliance, mentor team members, and support practice development and business development efforts.

Lead service delivery and carrier relationship coordination for large commercial insurance accounts. Develop placement/renewal strategies, perform marketing for large accounts, prepare or peer-review risk maps, complete special projects, mentor colleagues, and identify process improvement opportunities.

Lead design, implementation, administration, and communication of large client employee benefit plans. Manage assigned book of business, analyze claims and benchmarks, ensure compliance with ACA, FMLA, COBRA, and ERISA, cultivate insurer relationships, manage renewals, recommend additional coverages, improve processes, and complete special projects to maintain client satisfaction.

The Sr. Client Manager, Commercial Risk leads service delivery for large accounts, manages carrier relationships, and coordinates marketing and risk strategies.