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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.

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.