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Manages insurance premium accounting transactions, accounts receivable, collections, cash application, reconciliations, refunds, commissions, taxes, and billing inquiries. Supports month-end close, journal entries, audits, reporting, process improvements, and regulatory compliance while collaborating with underwriting, operations, insureds, agents, and collection agencies.

Supports the Houston Profit Center Leader by managing calendars, travel, meetings, communications, presentations, reports, events, expenses, budgets, and special projects. Serves as a liaison among leadership, sales teams, customers, carriers, vendors, and internal stakeholders. Maintains strict confidentiality, tracks licenses and certifications, coordinates office hospitality and employee engagement initiatives, and independently manages competing priorities.

Markets commercial insurance accounts by obtaining and evaluating carrier quotations, recommending coverage markets, preparing submissions and policy orders, binding and invoicing policies, and supporting new-business prospecting and sales goals. Maintains knowledge of carrier underwriting criteria, rates, and procedures; follows up on quotations, reviews issued policies for accuracy, and communicates corrections to carriers and clients. Requires a Property and Casualty Agent’s or Broker’s License and strong commercial-lines coverage knowledge.

Implement and configure employee benefits technology solutions, manage testing and troubleshooting, and ensure accurate client delivery. Partner with clients, vendors, carriers, and internal teams; provide platform support, training, documentation, and process improvements. The role also involves maintaining client relationships, resolving system issues, conducting quality audits, and mentoring less experienced teammates.

Manages employee benefits programs and serves as the primary client contact. Responsibilities include client relationship management, renewals and new business marketing, benefits administration, plan design, market and data analysis, regulatory compliance, audits, reporting, and vendor management. Provides insurance expertise and strategic recommendations while supporting sales and service teams. Requires a Florida Life and Health Insurance license within 30 days of hire, client or account management experience, strong communication skills, and proficiency with Microsoft Office and Excel.

Supports daily Product Administration operations through customer and dealer inquiries, contract and remittance refund processing, vendor-billed claims auditing, monthly claims billing communications, discrepancy resolution, and miscellaneous executive-assigned administrative tasks. The role requires accuracy, confidentiality, strong communication, organization, customer service, and proficiency with Microsoft Office and web applications.

The Senior Employee Benefits Account Executive manages a client book, mentors team members, strategizes marketing, and ensures compliance with employee benefits.

The Senior Financial Analyst supports budgeting, forecasting, financial planning, variance analysis, and business performance optimization across supported profit centers. Responsibilities include developing metrics, preparing financial reviews, delivering ad hoc analysis, partnering with operational leaders, supporting strategic initiatives, and mentoring financial analysts. The role also prepares presentations and actionable insights for finance and senior business leadership.

Provides employee benefits consulting and leads daily account service for assigned clients. Manages client relationships, meetings, projects, teams, strategic plans, deliverables, financial models, and client retention initiatives. Develops relationships with internal teams, clients, and vendors while mentoring consultants. Requires strong communication, analytical, financial, organizational, and client-facing skills, along with a Life and Health license.

The Account Executive builds and manages client relationships, oversees the renewal process, negotiates pricing, and ensures comprehensive service in commercial lines insurance.