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Support brokers in managing and growing a specialized wholesale commercial insurance portfolio. Handle new business and renewals, prepare submissions and proposals, review policies/endorsements/invoices, ensure compliance, maintain account data, analyze portfolio trends, collaborate with carriers and internal teams, and deliver high-quality client service to drive retention and growth.

Lead pricing strategy and actuarial processes for specialty insurance portfolios. Develop and enhance pricing methodologies, models, and rating algorithms. Partner with underwriting, product, and executive teams to price large and complex accounts, monitor portfolio performance, and recommend corrective actions. Use data analysis and predictive analytics to inform product design, delegated authority programs, and strategic planning. Provide leadership to actuarial teams and communicate pricing insights to stakeholders.

Support the binding process for insurance policies by entering underwriting data, ensuring compliance, liaising between underwriters and brokers, issuing endorsements, tracking renewals/cancellations, maintaining records, communicating with clients, and preparing binding performance and compliance reports.

Lead complex business systems initiatives for Premium Accounting: gather and translate requirements, own functional design through SDLC, drive UAT, analyze data/flows, apply AI tools to improve automation and efficiency, advise stakeholders, and mentor analysts.

The Client Support Manager leads a team in resolving client issues, fostering relationships, coordinating onboarding, and improving support strategies and KPIs.

Analyze pharmacy claims and utilization to identify cost drivers and savings opportunities. Support specialty drug monitoring, PBM evaluations, stop-loss underwriting, client reporting, dashboards, and pharmacy benefit strategy development while collaborating with consultants, underwriters, brokers, and vendor partners.

The Vice President drives the underwriting strategy for a product line, manages performance, oversees partnerships, ensures data integrity, and supports goals aligned with the company's vision.

Conduct monthly quality reviews of underwriting and servicing files to ensure compliance with carrier, regulatory, and internal requirements. Identify trends and root causes, analyze data, report findings, and partner with underwriting and operations to implement corrective actions and process improvements. Maintain audit documentation and support initiatives to improve underwriting consistency and operational accuracy.

The role involves leading actuarial teams, performing pricing strategy, and managing reserving processes, utilizing data science techniques for better decision-making.

Manage surplus lines documentation and filings, support branch offices and accounting, assist internal/external audits, complete state surplus lines tax returns, maintain policy filing systems, liaise with underwriting and brokerage, ensure compliance with procedures, and participate in training.