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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.

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

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 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.

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

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

Participate in a 10-week remote rotational internship supporting MSI and LeaseTrack operations. Review and improve training programs, process documentation, workflows, and operational reports. Assist with status reporting, project coordination, technology implementations, and process-improvement initiatives while gaining exposure to insurance operations and cross-functional collaboration.

Participate in a 10-week insurance claims rotational internship supporting FNOL intake, coverage review, claims systems updates, integrations, implementations, reporting, data and analytics initiatives, process improvements, and special projects. Rotate through leadership, operations, training, and quality improvement while gaining practical experience reviewing claim forms, policies, endorsements, and related records.

Sell and renew commercial insurance accounts for middle-market clients. Build and maintain client and partner relationships, develop proposals, present coverages, finalize sales and paperwork, brief service teams, prospect via networking and referrals, and meet monthly new-business goals while ensuring accuracy and adherence to firm procedures.