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Manage a personal lines insurance book of business by coordinating annual coverage reviews, processing policy changes and endorsements, assisting with claims, answering billing and policy questions, and supporting daily client service needs. The role requires strong organization, attention to detail, professional communication, and the ability to manage multiple priorities. Experience with personal or commercial lines, comparative rating tools, and AMS 360 is preferred.

Manage a book of personal lines insurance clients, serving as the primary contact and leading renewals, remarketing, onboarding, and coverage consultations. Coordinate with carriers and internal teams to resolve complex issues, process endorsements, claims inquiries, and audits, and maintain accurate records in AMS360. The role also supports junior team members and requires active insurance licensing.

Serve as the strategic advisor for complex commercial insurance accounts, leading risk management planning, executive client relationships, multi-line program oversight, negotiations, retention, and growth. Manage profitability, cross-sell opportunities, carrier relationships, and high-level service escalations. Represent the firm at industry events, mentor client executives and managers, and lead internal teams supporting major engagements.

Serves as a primary contact for ASO client inquiries, resolves and escalates issues, and coordinates with internal HR, payroll, benefits, and compliance teams. Supports operational workflows, maintains accurate case records, identifies process improvements, contributes to SOPs and knowledge-base updates, assists with tool and workflow testing, and analyzes customer service metrics to improve service quality and client satisfaction.

Lead the full-cycle onboarding and implementation of new payroll-service clients. Manage kickoff meetings, project plans, timelines, milestones, data and system setup, documentation, compliance, and cross-functional coordination across payroll, benefits, HR, compliance, and IT teams. Serve as the primary client contact and trusted advisor, proactively resolving risks and ensuring a smooth transition from Sales to long-term service teams while maintaining strong client satisfaction.

Conducts outbound sales development for a commercial insurance brokerage through client servicing calls, cold calling, targeted email campaigns, and meeting scheduling. Maintains outreach and lead records, collaborates with senior producers and brokers, and participates in sales training. No insurance experience is required, though pursuing Property & Casualty licensing is preferred. The role offers a $14 hourly starting rate, performance-based additional compensation, and a path toward licensing and long-term sales development.

Generates new personal insurance business by meeting sales quotas, conducting prospecting and presentations, managing a book of business, supporting renewals, analyzing accounts, and collaborating with client service teams. Uses sales methodologies, marketing tools, Microsoft Suite, and Salesforce to develop client relationships, close business, and maintain strong renewal rates.

The Personal Lines Producer generates new insurance business through cold calling, appointments, and prospect presentations while meeting sales quotas. The role manages an ongoing book of business, supports renewals, analyzes accounts with Client Service, places new business, and follows established sales methodologies and CRM processes. Candidates must hold a state-issued insurance producer license and have insurance sales experience.

Leads accounting activities including month-end close, balance sheet reconciliations, multi-company financial statement consolidation, variance analysis, revenue reconciliation, audit support, and financial reporting. Guides junior accounting staff, manages deadlines, analyzes financial trends, resolves issues, and communicates financial information to management and principals.

Manage commercial insurance client relationships, including new and renewal account placement across Property & Casualty and Life & Health lines. Gather underwriting information, prepare submissions, coordinate policy changes and certificates, maintain accurate AMS360 records, secure competitive carrier quotes, and support account renewal and retention. Collaborate with producers, senior client managers, carriers, and internal stakeholders while delivering timely, professional client service.