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Promotes and sells assigned insurance coverage through phone, email, mail, and fax. Prioritizes leads, presents quotes, closes sales, facilitates applications and underwriting, records activities in the CRM, and services clients during their first year of coverage. Builds customer relationships while meeting territory-based sales goals and gathering market intelligence.

Manage and grow agency distribution within an assigned territory by building relationships, driving quote submissions and premium growth, delivering training and support, using Salesforce for account management, and collaborating with product and marketing teams. Requires frequent travel for in-person agency visits.

Implement and support benefits-related software (low-to-moderate complexity) including configuration, testing, QA, troubleshooting, training, and customer communication. Collaborate with account teams, carriers, and vendors, and provide post-implementation support.

The Account Manager is responsible for managing relationships with larger commercial accounts, ensuring client satisfaction, processing renewals, analyzing policies, and coordinating marketing efforts with producers.

Lead Team Resources strategy and manage TR Business Partners across the retail segment. Drive organizational design, workforce planning, talent acquisition, performance management, compensation, compliance, M&A integration, and leader development. Partner with finance, legal, and senior leaders to optimize growth, retention, and scalable operations while coaching leaders and ensuring consistent, high-impact HR practices.

Leads national financial analytics strategy for a pharmacy consulting practice, managing actuaries and analysts while overseeing PBM financial models, pricing analyses, forecasting methodologies, and proprietary analytics platforms. Advises leadership and clients on contracts, rebates, utilization, specialty drug trends, and total cost of care. Drives team development, process standardization, quality governance, product innovation, and thought leadership across pharmacy benefit financial analytics.

Manage and grow an assigned commercial insurance book of business by cultivating client, prospect, and carrier relationships. Lead renewals, process policies and endorsements, issue certificates and auto ID cards, identify coverage gaps, advise clients, ensure compliance, support sales and marketing, and generate growth through account rounding and referrals.

Processes life insurance applications, reviews submissions for completeness, verifies customer information, assesses basic underwriting requirements, resolves data discrepancies, issues coverage materials, and prepares policy correspondence. The role requires accurate data entry across multiple systems, strong customer communication, timely work within service-level agreements, and collaboration with internal teams to follow enrollment policies and procedures.

Analyze and model property catastrophe reinsurance treaties using catastrophe modeling platforms. Prepare and validate exposure data, execute models, interpret risk metrics, develop scenarios, and identify portfolio risk drivers. Support underwriting, actuarial pricing, placement, renewals, and management decisions through clear reporting. Participate in model validation, calibration, research, and development while collaborating with underwriters, actuaries, and other stakeholders.

Supports commercial insurance account management by issuing certificates, ID cards, and property evidence; processing policy changes, endorsements, renewals, audits, and invoices; ordering loss runs, experience modifications, and MVRs; reporting claims; maintaining spreadsheets; and organizing policy documentation.