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Manages employee benefits client accounts, including onboarding, renewals, compliance updates, plan documentation, open enrollment, policy activity, and client inquiries. Prepares and presents claim analyses, benchmarking, renewal recommendations, plan alternatives, and contribution models. Coordinates with insurance carriers and internal teams, markets risks for alternative coverage, conducts enrollment meetings, maintains client relationships, and identifies process improvements.

Directs employee benefits compliance for the West region, with emphasis on California health and welfare requirements. Provides legal and regulatory guidance, interprets legislative developments, creates client deliverables, supports sales and client education, manages large-scale compliance projects, and mentors junior team members. Advises clients and colleagues on federal, state, and local mandates while translating complex legal requirements into practical guidance.

Support senior wealth advisors while building client relationships, developing financial plans, monitoring portfolios, preparing reports, responding to client inquiries, and coordinating integrated wealth, retirement, and insurance solutions. The role also involves business development, client onboarding, documentation, compliance, and maintaining knowledge of investments, tax considerations, and planning strategies.

Sells new employee benefits accounts and renews existing accounts while building relationships with clients, prospects, insurance partners, and internal service teams. Presents proposals, explains coverage, finalizes sales, collects documentation, develops prospects through networking and referrals, and meets monthly new-business goals. Maintains insurance industry knowledge, underwriting awareness, accuracy, timeliness, and compliance with firm procedures. Must maintain or obtain required state insurance licenses within 90 days.

Underwrites, rates, quotes, binds, and services complex employee benefits accounts. Reviews risks and bind requests, prepares broker proposals, manages renewals and cancellations, ensures compliance with underwriting guidelines, refers accounts to carriers, and documents communications. Partners with leadership on process improvements, mentors underwriters, supports departmental production goals, and maintains professional relationships with brokers and clients.

Provides technical insurance and risk-management support for assigned commercial surety accounts. Manages renewals, binders, endorsements, invoicing, coverage changes, applications, quoting, premium collection, and client communications. Analyzes risk exposures and existing coverage, develops recommendations, identifies additional insurance opportunities, and maintains relationships with carrier partners. Requires strong knowledge of insurance markets and underwriting requirements, relevant industry experience, and required state licensing.

Entry-level commercial insurance sales role with in-depth training and mentoring. Responsibilities include prospecting, generating, soliciting, and closing new accounts, retaining clients, presenting proposals, learning insurance products and underwriting criteria, and using firm software. Must obtain and maintain Property & Casualty license within required timeframe.

Leads commercial insurance growth through prospecting, client acquisition, consultative risk advisory, proposal and renewal strategy, carrier engagement, and relationship management. Advises business owners, executives, and risk managers on tailored insurance solutions, builds a qualified pipeline, achieves production targets, and collaborates with placement and service teams to deliver strong client outcomes and retention.

Sells new commercial insurance accounts and renews existing business for middle-market clients. Builds relationships with clients, prospects, insurers, service teams, and referral contacts; develops prospects through networking and community engagement; presents coverage proposals; finalizes sales; gathers documentation; and briefs service teams. Maintains insurance industry and underwriting knowledge, meets monthly new-business goals, ensures accuracy and compliance, and identifies process improvements.

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.