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Manage small-business renewal accounts end-to-end: log client data, market policies, obtain quotes, liaise with carriers/wholesalers, bind coverage, handle endorsements/billing/certificates, and improve internal systems to retain clients.

The Director of Sales will lead personal lines insurance sales strategies, manage a team of Sales Advisors, and drive growth in the Northeast region.

The Senior Financial Analyst will analyze financial results, provide reports, develop models, support planning and forecasting, and collaborate with stakeholders to enhance business insights.

The Client Manager will manage client accounts, maintain relationships with insurance carriers, handle inquiries, and ensure service delivery while mentoring colleagues and seeking operational improvements.

Serve as primary liaison between carriers and clients to manage employee benefit programs, renewals, compliance, onboarding, and service inquiries. Analyze benefits, prepare renewal recommendations, negotiate with carriers, coordinate internal teams, develop employee communications, and ensure timely, accurate deliverables to drive client satisfaction and retention.

Support renewal lifecycle and benefits administration (open enrollment, eligibility, compliance, implementations). Execute administrative tasks, ensure data accuracy, coordinate with CRMs, carriers, vendors, and prepare client communications while identifying process improvements.

Partner with advisors to design and place complex commercial insurance programs. Maintain carrier relationships, market client business, negotiate terms and rates, prepare proposals, and ensure regulatory license compliance. Provide client-facing service, analyze needs, and stay current on industry products and market conditions.

Senior-level insurance producer responsible for driving revenue through prospecting, client advisory, and market engagement. Builds pipelines, designs commercial and benefits insurance solutions, leads executive-level consultative discussions, leverages carrier relationships, and partners with internal teams to deliver and retain complex mid-to-large market programs.

The Employee Benefits Advisor sells and renews client accounts, builds relationships with clients and partners, presents proposals, and meets monthly business goals.

The Sales Enablement Specialist will support internal referrals, manage pipelines, and assist in commercial risk management, while developing external relationships.