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The Employee Benefits Advisor sells new and renews existing accounts, builds client relationships, presents proposals, and meets sales goals while adhering to firm policies.

The Commercial Risk Client Executive manages complex commercial accounts, develops client relationships, evaluates coverage options, and leads internal discussions on client renewals, ensuring exceptional service through collaboration and expertise.

Lead and develop a client service team to deliver world-class commercial insurance and risk management service. Drive client segmentation, retention, workflow efficiency, service integration projects, and insurer partner relationships. Coach and mentor staff, set performance metrics, and ensure scalable, consistent processes to support growth and profitability.

The Employee Benefits Advisor sells and renews insurance accounts, builds client relationships, finalizes sales, and communicates effectively with clients and service teams while meeting monthly goals.

Sell and renew commercial insurance accounts for middle market clients. Build and maintain client and insurer relationships, present proposals, finalize sales, collect documentation, and brief service teams. Prospect through networking and partners, meet monthly new business goals, maintain licensing, and ensure accuracy and adherence to firm procedures while supporting process 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.

The Insurance Advisor makes and receives calls to assess client insurance needs, suggesting products to close sales, while maintaining accurate client interactions.

The Private Risk Advisor sells and renews insurance accounts, builds client relationships, communicates effectively, and achieves monthly business goals.

The Advisor is responsible for selling and renewing insurance accounts, building client relationships, and achieving new business goals while adhering to firm policies.

The Claims Consultant manages insurance claims on a portfolio level, develops client relationships, processes claims submissions, and executes risk mitigation strategies.