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Manage stop loss and TPA (ASO) marketing and renewal cycles for assigned self-funded clients. Secure competitive quotes, provide financial analysis and recommendations, maintain partner relationships, and support SFCOE leadership and field offices.

Provide end-to-end operational support for complex PEO sales cycles: manage RFP responses, validate underwriting inputs and census/payroll data, prepare closing kits and contracts, maintain Salesforce CRM and pipeline, coordinate cross-functional teams, and ensure timely, accurate submissions to drive deal closure and smooth handoffs to implementation.

Manage a book of benefits clients as primary contact, coordinate with internal teams and consultants, handle renewals, enrollments, and compliance (5500 filings), advise on cost-saving benefit strategies, grow accounts via cross-selling, and deliver high-level client service and relationship management.

The HR Generalist processes payroll, manages employee benefits, handles compliance, conducts HR audits, and supports recruiting and onboarding efforts for multiple clients.

Serve as senior consultant/account lead for P&C clients: manage client relationships, prepare insurance specifications and proposals, coordinate renewals and claims reviews, market multi-line coverage, work with producers and carriers, and use Applied/Epic and agency systems to maintain client data.

Manage a book of employer benefits clients as the primary contact: advise on benefits strategy, lead renewals, ensure compliance (e.g., 5500 filings), coordinate internal service teams, conduct enrollments and client meetings, and grow business through cross-sales.

As an Inside Sales Representative, you will assist individuals in selecting Medicare health insurance plans, field inbound calls, and provide outstanding customer service while achieving sales goals.

Manage a book of business and lead client projects for medical and ancillary benefits including renewals, funding analysis, forecasting, carrier relationships, open enrollment strategy, M&A due diligence, and Private Equity reporting. Support producers, train staff, and use D365 for client workflows. Occasional local and national travel required.

Manage an assigned book of benefits business, serve as primary client contact, coordinate renewals and service delivery, advise on cost-effective benefit strategies, support enrollments and filings, and help grow business through cross-sales while leading internal service teams.

Manage an assigned book of commercial insurance clients, serve as primary client contact, advise on coverage and renewals, resolve day-to-day issues, conduct needs analyses and meetings, support cross-sales, and maintain proactive communications to meet service deliverables.