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Support underwriting and account executives by reviewing and rating insurance applications for property and casualty coverages; process quotes, binders, endorsements, renewals, inspections, and loss runs; communicate with producers and carriers; maintain templates and required forms; ensure timely policy issuance and filings.

Independently underwrites complex commercial casualty accounts, primarily Commercial Auto, General Liability, and Excess Liability. Evaluates exposures, loss experience, claims, financial information, coverage needs, pricing, policy terms, and risk structures. Develops recommendations for risk selection, coverage, deductibles, limits, captive participation, and program design. Reviews policy forms, identifies coverage gaps, and applies admitted, non-admitted, and surplus lines requirements. The role also focuses on trucking and transportation risks, complex account management, and collaboration with actuaries.

Provides consultative guidance on Medicare Secondary Payer compliance, Medicare Set-Asides, structured settlements, and complex workers’ compensation and liability claims. Leads client and internal discussions, supports account retention and growth, monitors regulatory developments, and develops educational and thought leadership content. Requires extensive claims experience, California workers’ compensation expertise, strong communication skills, and approximately 20% travel.

Leads the lifecycle of Commercial Auto, General Liability, and Excess Liability insurance products. Responsibilities include product design, forms and endorsements, rating methodologies, state filings, regulatory compliance, governance, implementation, and ongoing maintenance. Partners cross-functionally with underwriting, claims, actuarial, legal, compliance, operations, technology, and external vendors. Provides technical authority on coverage, product structure, filing requirements, system specifications, and strategic product opportunities.

Manages client experience service tasks involving student health insurance setup, waivers, eligibility, enrollment, customer support, data entry, ticket queues, payments, invoices, and discrepancy reconciliation. Communicates with schools, students, carriers, and third-party administrators; mentors team members; processes system updates; supports refunds and deposits; and ensures compliance with HIPAA and corporate policies.

Performs internal audits of financial operations across decentralized profit centers. Responsibilities include planning and conducting fieldwork, analyzing information, documenting findings, communicating test results, retesting corrective actions, managing multiple reviews, coordinating travel, supporting acquisition due diligence, and mentoring new team members.

Sell and bind personal lines insurance by prospecting, networking, and renewing clients. Manage documentation, coordinate onboarding with account managers, support cross-selling, ensure compliance, and maintain customer confidentiality while attending training.

Manage a portfolio of commercial insurance accounts as primary client contact. Handle policy servicing, endorsements, certificates, billing, renewals, exposure analysis, and recordkeeping while identifying coverage gaps and cross-sell opportunities.

The Employee Benefits Account Manager provides customer service support, manages client relations, and addresses insurance inquiries and claim issues for group accounts.

Leads end-to-end response to Severity 1 and 2 incidents, coordinating technical teams, stakeholders, and executives through containment and resolution. Owns incident communications, post-incident reviews, root cause analysis, process improvement, metrics, escalation frameworks, and problem-management transitions. Partners with engineering and infrastructure teams to improve service resilience, mentors operations staff, and builds mature incident-management capabilities.