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Evaluate commercial property & casualty policies, analyze loss runs and claims history, develop renewal positions and quotes, conduct underwriting calls, complete policy intake forms, submit files for actuarial pricing, coordinate with claims, and provide client-facing underwriting documentation and recommendations.

Own strategic client relationships for public sector employee benefits programs, lead implementations, renewals, open enrollment, compliance, and vendor/carrier management to drive retention and long‑term value.

Lead advanced financial and renewal analyses for complex public‑sector employee benefit programs. Manage RFPs and carrier evaluations, produce client reporting, present findings, ensure compliance (ACA, COBRA, OPEB), mentor analysts, and partner with consultants, client services, carriers, and vendors to optimize benefits strategy and cost management.

Lead West Coast Property & Casualty regional teams and private equity client engagements. Advise sponsors and portfolio companies on insurance due diligence, integration, complex program design, carrier strategy, operational consistency, profitability, and regulatory compliance while driving growth and retention.

Conduct detailed audits of high-complexity stop-loss claims to ensure accuracy, compliance, and adherence to procedures. Document findings, recommend corrective actions, identify trends, collaborate with departments, and support audit reporting and analytics.

Lead data-driven initiatives to analyze complex datasets, build dashboards, present insights to leadership, and drive continuous improvement projects to improve operational performance and inform strategic decisions.

Provide hands-on support for integrations, data flows, and day-to-day application operations. Monitor, troubleshoot, and maintain SFTP- and API-based integrations, validate data via SQL queries, assist with platform administration (user access, configurations), monitor jobs/pipelines, perform initial root-cause analysis, document processes, and collaborate with business and IT teams to improve reliability and data quality.

Manage a personal book of business and build long-term client relationships for employee health & welfare plans. Provide day-to-day client service, prepare renewals/RFPs, coordinate vendors, analyze proposals, develop presentations, and support Team Leaders/Account Executives. Ensure data accuracy in benefits systems, coach Benefit Analysts, and drive client expansion while staying current on industry regulations and products.

Manage end-to-end implementation and renewals of student health insurance plans for colleges and universities. Prepare project documentation, lead client meetings, coordinate cross-functional teams, track post-implementation improvements, ensure SOP and quality compliance, and maintain timely communications with internal and external stakeholders.

Manage day-to-day pretax administration for employer groups and partners, handle inbound calls and emails, resolve escalations, assist with billing and renewals, generate reporting, document activity in CRM, and liaise with IT and internal teams to ensure service and plan changes are communicated and resolved.