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Serve as the primary liaison for individual life insurance cases, managing the underwriting lifecycle from illustration through policy placement and post-issue service. Coordinate with advisors, carriers, and BGAs, oversee medical and underwriting requirements, maintain CRM documentation, and deliver proactive, high-touch client communication and customized insurance solutions.

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.

Supports employee benefits underwriting through client deliverables, dashboards, claims monitoring, contribution and renewal cost modeling, plan performance benchmarking, data manipulation, and medical utilization analysis. Collaborates with advisor, sales, actuarial, and account management teams to develop client recommendations across medical, dental, and vision coverage.

Manage company-provided personal lines insurance leads, identify cross-sell and upsell opportunities, present tailored coverage proposals, overcome objections, close new business, and transition accounts to the service team. The role requires maintaining client relationships, referral partnerships, accurate documentation, pipeline follow-up, carrier guideline compliance, and monthly production goals while using CRM and agency management systems.

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.

The Commercial Risk Advisor sells and renews insurance accounts, builds client relationships, presents proposals, and meets monthly business goals.

Support account executives and producers on marketing and servicing commercial oil & gas insurance accounts, manage renewals, coordinate with carriers and brokers, maintain policy files and shared drives, issue certificates and invoices, handle client setup in EPIC, and perform administrative and accounting follow-up.