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Supports employee benefits consulting engagements through technical assistance, financial and data analytics, reporting, budget underwriting, RFPs, implementations, renewals, compliance reviews, client communications, and presentation development. Participates in client meetings, documents follow-ups, researches industry trends and legislation, and provides ongoing account service. Requires strong communication, organization, Microsoft Office proficiency, and a Life and Health license within 90 days.

Lead regional personal-lines sales by setting growth plans, coaching producers, recruiting talent, building carrier relationships, analyzing performance, and implementing training to drive new business, retention, and profitability.

Support the Insurance Placement Team by preparing and submitting commercial insurance submissions, gathering and analyzing carrier quotes, creating proposals, maintaining AMS360 data and Excel worksheets, coordinating renewals and bindings, attending carrier meetings, and negotiating renewal quotes with carriers.

The Business Development Representative handles inbound and outbound calls, educates customers on insurance coverage, and meets new business metrics.

The Employee Benefits Coordinator supports client relationships by managing inquiries, ensuring client satisfaction, coordinating open enrollment, and maintaining compliance with regulations.

Manage a portfolio of employee benefits clients as primary contact; lead onboarding, renewals, benchmarking, compliance, and financial reporting; develop client strategies, vendor relationships, and provide data-driven insights to retain and grow business.

The Commercial Account Manager supports the Producer with technical insurance expertise, managing a book of business, handling renewals, and client communications, while ensuring compliance with policies and procedures.

Outbound and inbound Sales Development Representative responsible for prospecting, qualifying leads, setting appointments, supporting cross-sell/upsell/retention, maintaining CRM, collaborating with sales enablement and customer success, attending events, and obtaining an Insurance Producer license within 90 days.

The Agency Bill Invoicing Analyst will review insurance documents, process invoices, maintain accuracy in transactions, and collaborate with team members for error resolution.

The Financial Audit Manager oversees audit programs, manages fieldwork, prepares reports, tracks staff progress, assists with recruiting, and ensures effective communication with leadership.