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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.

Provides administrative and technical support for insurance accounts by handling client service requests, reviewing policies and endorsements, preparing account data, using carrier rating and agency automation systems, and ensuring service accuracy. The role supports Team Leaders and Producers, manages Service Center accounts, follows established procedures, and develops knowledge of underwriting guidelines and agency processes.

Provides empathetic phone-based technical support to RV owners, troubleshooting electrical, mechanical, plumbing, appliance, chassis, drivetrain, and other operational issues. Manages inbound and outbound calls, documents interactions and resolutions, explains coverage, and coordinates with service facilities and internal departments. Requires deep knowledge of RV systems, brands, models, construction, maintenance, and roadside assistance.

Posts daily cash deposits, researches and resolves misapplied funds and account credits, processes refunds and cancellations, supports collections, and resolves balance discrepancies with agents and underwriting teams. Provides accounting assistance, responds to account inquiries, maintains confidentiality, and cross-trains on other accounting functions.

Posts daily cash deposits, researches and resolves unapplied funds and account credits, processes refunds, supports collections and cancellation activities, and addresses discrepancies with agents and underwriting teams. The role also assists with day-to-day accounting issues, answers account balance questions, supports cross-training coverage, and maintains accurate, confidential records.

Manage an employee benefits book of business, including retention, growth, client benefit strategy, compliance, renewals, marketing, reporting, and financial analysis. Lead client meetings, presentations, onboarding, escalations, and financial strategy. Provide guidance and training to consultants, account managers, and analysts, while pursuing additional revenue opportunities and potentially managing a team.

Manages and services an assigned book of commercial insurance accounts, responding to client needs, reviewing coverage and documentation, processing policies and endorsements, supporting renewals, coordinating with carriers and producers, and assisting with billing and collections. The role requires strong Commercial Lines insurance knowledge, accurate documentation, relationship-building, organization, and an active Florida 2-20 General Lines Insurance License.