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Evaluate commercial P&C submissions, create marketing plans, update policy information, obtain quotes from underwriters, negotiate terms, prepare presentations, and bind/issue policies to support sales.

Manage and retain a book of personal lines insurance business, support producers with quoting/binding, conduct renewals and cross-sell products, engage clients before renewal, and provide customer service to drive retention and profitability.

Lead servicing of financial consulting for employee benefit clients, analyze financial and utilization metrics, oversee monthly financial reports, develop/customize reporting, support renewals and plan recommendations, participate in client presentations, perform demographic and claims analysis, and support Senior Analyst tasks.

Act as primary relationship manager for an assigned client portfolio, providing consultative benefits guidance to retain and grow accounts. Handle day-to-day servicing (claims, billing, eligibility, enrollment), coordinate plan implementations and renewals, prepare enrollment materials and presentations, manage quality control and documentation, and collaborate with internal teams to ensure client satisfaction.

The RV Technical Adjustor evaluates customer issues, provides technical assistance for RV-related concerns, and investigates claims while maintaining customer relationships.

The Risk Control Consultant will develop Risk Control Service Plans, assist clients with risk assessments, and collaborate with marketing and underwriting teams on risk analysis.

Lead end-to-end delivery of enterprise software development platform projects, coordinating internal teams and vendors. Define scope, manage budgets, schedules, change control, and risks per PMI standards. Build project plans, perform earned value analysis and KPI reporting, and manage vendor contracts. Require Employee Benefits domain knowledge with support for pharmacy/PBM and cross-functional collaboration to ensure integrated, timely, on-budget deployments.

The RV Technical Adjustor evaluates customer issues, provides technical assistance, investigates claims, and maintains positive customer relationships while communicating effectively.

Serve as primary client contact for an assigned commercial insurance book, managing renewals, carrier negotiations, policy servicing, loss runs, and coverage reviews. Build client and carrier relationships, support producers, and train/mentor new teammates to drive retention and production.

The Employee Benefits Producer increases sales by developing new client relationships, managing sales processes, and ensuring client retention through effective relationship management.