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Manage day-to-day client service for an assigned commercial property and casualty insurance book. Responsibilities include renewal strategy, submissions, proposals, policy binding, client communications, claims support, documentation, audits, billing setup, carrier coordination, and system-of-record maintenance. The role requires at least two years of P&C brokerage experience, strong communication and analytical skills, process adherence, and an insurance license or willingness to obtain one.

Supports regional finance and operations through FP&A, strategic planning, financial reporting, budgeting, forecasting, and data accuracy reviews. Partners with finance leaders and profit center teams to analyze performance, identify improvement opportunities, prepare financial statements and reports, and develop forward-looking strategies. Serves as a liaison with the Center of Excellence, troubleshoots finance issues, mentors finance specialists, and assists senior partners in leading the finance team. Requires 10–20% travel.

Processes workflow for the Northeast Support Team by coordinating with brokers and underwriting staff, resolving issues, supporting policy servicing, maintaining records in the agency management system, running reports, and assisting with customer service inquiries. The role also provides clerical and administrative support to operations and underwriting teams while maintaining confidentiality and pursuing professional development.

Leads complex multinational insurance programs from renewal strategy and coverage placement through stewardship reviews. Provides risk management guidance, coordinates claims and risk control resources, presents to underwriters and carriers, manages client relationships, identifies additional opportunities, monitors insurance market trends, and ensures licensing and compliance. Requires at least 20% travel and may provide team leadership.

Process agent commission checks and payables timely; investigate returns, endorsements, overpayments; handle ACH/check cancellations and claim payments; correspond with agents, admins, and dealerships to resolve discrepancies; document communications; assist corporate accounting and cross-train to cover other accounting functions.

Supports underwriting operations by binding and invoicing policies, reviewing applications and documentation, ordering inspections, processing endorsements, auditing invoices, resolving disputes, and ensuring policy accuracy and compliance with underwriting guidelines. The role requires strong administrative skills, Microsoft Office proficiency, professional telephone communication, and preferably property and casualty licensing and experience with garage-related accounts.

Conduct outbound sales calls to retail insurance agents, generate submissions, convert quotes into bind orders, educate customers on quoting platforms, and support sales initiatives. The role includes monitoring sales trends, collaborating with territory executives and marketing, resolving agent issues, assisting underwriters, and completing a 24-month insurance sales training program. A P&C insurance license is required within 90 days of employment.

Administers and supports Microsoft 365, Entra ID, Exchange Online, Teams, SharePoint, OneDrive, and related collaboration platforms. Resolves Level III incidents, troubleshoots services, supports solution design and deployments, evaluates AI productivity tools, applies updates, prepares cloud operations metrics, documents procedures, supports audits, and assists with cybersecurity investigations. Provides technical leadership and subject matter expertise while collaborating with infrastructure, service desk, and business teams.

Generates new business opportunities through outbound prospecting, networking, referrals, and strategic outreach. Researches prospective clients, conducts needs analyses, builds relationships with decision-makers, schedules meetings, qualifies leads, supports Producers, and maintains accurate CRM pipeline data. The role requires meeting activity and appointment goals, attending industry events, and developing knowledge of insurance products and market trends while pursuing an insurance license.

Drives employee benefits sales through prospecting, relationship management, risk advisory, client presentations, renewals, and customized insurance solutions. Builds executive and carrier relationships, identifies coverage needs, develops proposals, negotiates solutions, and presents recommendations. Maintains CRM pipeline data and represents the brokerage in networking and industry events. Requires an active Life and Health Insurance License, proven benefits sales success, strong insurance knowledge, consultative selling skills, and routine travel.