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Manages employee benefits client relationships, renewals, onboarding, compliance, service inquiries, and carrier/vendor coordination. Analyzes benefit plans, claims, funding models, and coverage options; prepares renewal presentations, employee communications, and compliance documentation. Serves as the primary client liaison, advises decision-makers, coordinates enrollment activities, oversees service workflows, and identifies process improvements while ensuring accurate and timely deliverables.

Manages complex commercial insurance accounts by coordinating brokerage and service teams, overseeing renewal timelines, analyzing claims and financial data, preparing submissions and client presentations, evaluating quotes, supporting prospect meetings, identifying expansion opportunities, and ensuring accurate policy implementation and documentation. The role requires substantial large-account insurance experience, a state-specific license, strong communication skills, and approximately 20% travel.

Lead the transition from legacy employee benefits processes to new workflows by acting as liaison between project teams and end-users, providing subject matter expertise, driving change adoption, delivering training and go-live support, making timely business decisions, and establishing strategic and operational standards, governance, and dashboards to improve client experience and operational efficiency.

Leads organization-wide operational projects and programs from scope definition through completion. Responsibilities include managing budgets, schedules, risks, vendors, stakeholders, project portfolios, and performance measurement. The role develops process documentation, prioritizes initiatives, recommends policy and scope changes, coordinates cross-functional teams, and presents progress and solutions to leadership. Candidates should have business or operations experience, strong communication and presentation skills, project management expertise, and proficiency with project management tools.

Leads the design, implementation, administration, communication, and compliance of employee benefits plans for a large client book. Manages policy activity, claims analysis, renewals, client relationships, insurance partners, regulatory requirements, and benefit compliance under ACA, FMLA, COBRA, and ERISA. Provides strategic recommendations, mentors client executive teams, identifies additional insurance opportunities, and oversees large accounts independently while maintaining accuracy and client satisfaction.

Entry-level insurance account coordinator supporting special situations accounts, renewals, client service, carrier communications, policy processing, quotes, binders, invoices, compliance filings, and presentations. Maintains client and deal records in Salesforce and EPIC, coordinates submissions and placements, reviews policy accuracy, follows up on premiums and documentation, and assists account executives with managing and growing the book of business.

Manages commercial insurance client relationships, renewals, coverage analysis, onboarding, compliance, policy documentation, and carrier coordination. The role develops coverage recommendations, presents renewal options, resolves service issues, tracks workflows, and prepares client-facing reports. It requires commercial insurance knowledge, strong communication and analytical skills, proficiency with agency management systems and Microsoft Office, a Property & Casualty license, and 2–4+ years of client-facing insurance or account management experience.

Sells new home insurance accounts through inbound and outbound phone sales using warm leads. Responsibilities include gathering client information, recommending coverage, presenting proposals, closing sales, coordinating deposits and policy documentation, and transitioning accounts to service teams. The role requires meeting monthly sales goals, maintaining insurance and underwriting knowledge, communicating effectively with clients and partners, and ensuring accuracy. The company provides licensing training, benefits, commission opportunities, and potential remote work after strong performance.

Leads an employee benefits client experience team by managing, coaching, and developing colleagues; executing client segmentation and retention strategies; improving workflows and service delivery; overseeing integration projects; managing insurance carrier relationships; and ensuring operational consistency, profitability, and client satisfaction. The role requires insurance expertise, state insurance licenses, leadership experience, and familiarity with agency management or CRM systems.

Manage insurance product development, enhancements, market expansion, and regulatory compliance for MSI’s Multifamily segment. Analyze product performance, profitability, competitors, pricing, coverage, filings, and market trends. Build product roadmaps, lead cross-functional initiatives, collaborate with distribution, actuarial, claims, technology, compliance, and data teams, and provide strategic recommendations to executives. The role includes using statistical analysis, Excel, and SQL to improve growth and financial results.