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Provides administrative, client service, and account support for insurance programs. Responsibilities include navigating carrier systems, obtaining policy documents, supporting renewals and audits, reviewing policies, preparing business documents, maintaining records, assisting account managers, and completing special projects. The role requires strong organization, communication, confidentiality, attention to detail, and willingness to learn insurance processes and pursue relevant licensing.

Provide administrative and client-facing support within an insurance agency: manage carrier website tasks, issue certificates, update agency management system, assist renewals, prepare correspondence, follow workflows, participate in training, improve processes, and support Account Managers to deliver strong client experiences.

Manage mid-to-large commercial insurance accounts, processing policies, endorsements, certificates, audits, claims, renewals, and coverage changes. Prepare client documentation, maintain accurate account records, support carrier marketing, respond to client and carrier requests, and identify coverage or service issues. The role requires strong commercial insurance knowledge, relationship-building, organization, attention to detail, and an active Property & Casualty license.

Drives new business growth by selling ICHRA solutions to employers. Responsibilities include prospecting, pipeline development, consultative sales, client presentations, benefits education, plan design, cost modeling, and implementation strategy. The advisor develops tailored recommendations, maintains industry and regulatory expertise, represents the agency at networking events, collaborates with internal teams, and helps build the ICHRA practice. The role requires strong communication, analytical, organizational, presentation, and client relationship skills.

Manages post-sale ICHRA client relationships from onboarding through renewal. Coordinates employers, carriers, vendors, and internal teams; oversees integrations, premium reimbursements, reconciliations, reporting, compliance, renewals, and performance metrics. Resolves operational issues, provides education and recommendations, supports retention and expansion opportunities, and contributes to improving ICHRA services. The role requires employee benefits expertise, project management, client relationship skills, analytical ability, and proficiency with benefits, payroll, reporting, agency, and AI-enabled tools.

Drive new business and expand large commercial P&C client relationships by prospecting, developing tailored risk strategies, leading sales from proposal to close, coordinating with carriers and internal teams, managing renewals and retention, and maintaining accurate CRM and agency system records.

Sell and service large commercial property & casualty accounts by prospecting, building pipelines, developing tailored risk strategies, managing the sales cycle, coordinating with carriers and internal teams, and retaining profitable client relationships. Maintain CRM data, participate in renewal strategy, represent the agency at industry events, and use technology and AI to improve efficiency and client experience.

Sell and manage large commercial P&C accounts by prospecting, developing tailored risk and insurance solutions, leading sales from pitch to close, coordinating with carriers and internal teams, maintaining CRM and renewal strategies, and growing a profitable book of business while representing the agency at industry events.

Identify and cultivate large commercial accounts, build a sales pipeline, develop tailored risk and insurance solutions, lead prospecting-to-close sales activities, coordinate with carriers and internal teams, manage renewals and client retention, and represent the agency at industry events.