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The Account Manager II manages client accounts, oversees the renewal process, facilitates client interactions, coordinates projects, and ensures compliance, while building strong client relationships and executing deliverables.

Serve as primary client contact for health & welfare benefits; negotiate with carriers, advise on plan design and funding, manage renewals and implementations, ensure compliance (COBRA, HIPAA, ERISA), oversee open enrollment, mentor account managers, and maintain CRM records.

The Senior Account Executive manages affluent personal insurance clients by negotiating coverage, maintaining client relationships, and supervising team activities with minimal oversight.

The Account Manager manages client accounts, maintaining communication, preparing proposals, and overseeing the renewal process while building client relationships.

The VP of Advanced Concepts and Training leads life insurance strategy education, creates training programs, and engages with financial professionals to enhance understanding and application of advanced insurance concepts.

The Account Executive fosters client relationships, manages benefit plans, negotiates with carriers, ensures compliance, and oversees client deliverables.

The Wealth Planner assists clients with financial planning, including support for wills, trusts, and overall financial wellness, while gaining experience working with senior advisors.

The Account Executive manages client accounts, conducts data analysis using Excel, supports consultants, and develops health benefit benchmarking reports. Must have strong communication and project management skills.

The Senior Account Manager services client accounts, manages renewals, communicates with clients and carriers, and maintains relationships. They support Advisors and Account Executives in account management and often lead client meetings.

As an Account Executive in the Personal Lines division, you'll manage client relationships, negotiate insurance terms, and provide industry insights.