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Lead service delivery and carrier relationship coordination for large commercial insurance accounts. Develop placement/renewal strategies, perform marketing for large accounts, prepare or peer-review risk maps, complete special projects, mentor colleagues, and identify process improvement opportunities.

Owns the revenue cycle and month-end accounting for MGA insurance operations: prepares ASC 606 adjustments, reconciliations, flux analysis, SOX controls, supports audits, manages policy-system to GL integrations, and partners cross-functionally to improve reporting.

Manage commercial policy renewal lifecycle, coordinate with CRMs, carriers, vendors, and clients to ensure accurate, timely renewals, compliance, and documentation. Resolve escalations, prepare client communications, improve processes, and support retention and growth of an assigned book of business.

Serve as the primary client and carrier liaison for commercial insurance accounts, managing renewals, onboarding, policy compliance, exposure analysis, and service requests. Develop tailored coverage solutions, prepare and present renewal options and risk reports, coordinate with carriers and internal teams, maintain documentation and regulatory compliance, and identify process improvements to drive client satisfaction and retention.

Lead tactical and operational management of assigned employee benefits client plans, ensuring design, implementation, compliance, claims analysis, and client communication. Manage a book of business, mentor client team members, cultivate insurer relationships, identify cross-sell opportunities, ensure regulatory compliance (FMLA, COBRA, ACA, ERISA), and drive client satisfaction and process improvements.

Manage employee benefits client accounts including onboarding, renewals, compliance filings (5500), plan documentation, and open enrollment. Prepare and present executive summaries with claim experience, benchmarking, rate renewals, plan design alternatives, and contribution modeling. Resolve client inquiries, coordinate with insurers, conduct enrollment meetings, and identify process or plan improvement opportunities.

Lead tactical and operational account management for large commercial clients: design, implement, and review insurance programs; negotiate with carriers; prepare complex submissions and renewal analyses; coordinate client teams; advise on coverages, limits, and risk management; train and support colleagues. Maintain required state insurance licenses.

Lead design, implementation, administration, and communication of large client employee benefit plans. Manage assigned book of business, analyze claims and benchmarks, ensure compliance with ACA, FMLA, COBRA, and ERISA, cultivate insurer relationships, manage renewals, recommend additional coverages, improve processes, and complete special projects to maintain client satisfaction.

Serve as primary relationship manager for a portfolio of mid-to-high complexity clients, overseeing employee benefit programs, renewals, compliance, and strategic consulting. Lead multi-year renewal strategies, analyze benefit trends and claims data, deliver Quarterly Business Reviews, resolve escalated enrollment and billing issues, coordinate cross-functional delivery, and mentor colleagues to improve processes and client retention.

Sell and renew employee benefits accounts for middle-market clients. Build relationships with clients, prospects, insurers, and referral sources; present proposals; finalize sales and hand off to service teams; develop new business through networking and partner events; maintain industry and underwriting knowledge; meet monthly new business goals and follow firm policies and procedures.