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Serve as primary contact for employee benefits clients: prepare new business and renewal bids, proposals, benefit summaries, and experience reports; negotiate with carriers; liaise with underwriters; manage applications, enrollments, and documentation; review contracts and benefit booklets; coordinate open enrollment; maintain accurate client correspondence and use MS Office and agency management systems to manage a multi-line book of business.

Service existing personal lines insurance accounts, generate revenue through cross-selling and new business, prepare proposals and renewals, update policy and claims information in AMS, assist customers with coverage, billing, and claims, and maintain carrier and client relationships.

The Benefits Consultant manages employee benefits accounts, advises clients on compliance, analyzes financial metrics, and provides client reporting and strategies.

Serve as primary client service contact, lead account servicing and mentoring, design and market complex insurance programs, negotiate with underwriters, manage renewals and proposals, monitor policy issuance, and identify new business opportunities.

The Accounting Associate manages billing transactions, generates invoices, resolves discrepancies, and maintains records. Collaboration with profit centers and software automation is key.

Lead client-facing insurance program management for healthcare accounts: analyze exposures, design coverage, coordinate actuarial/claims/loss control resources, produce proposals and summaries, maintain broker licenses, cultivate client relationships, and support new business prospecting.

The Personal Lines Technical Assistant will support Account Managers by processing endorsements, verifying policies, and performing data entry while promoting teamwork and assisting with service-related matters.

The Commercial Lines Sales Executive is responsible for acquiring new business in commercial insurance by identifying clients' needs and proposing tailored solutions. They build relationships, achieve sales goals, and maintain expertise in their market area while managing client accounts.

The Controller will manage financial accounting, oversee accounting staff, prepare financial statements, develop budgets, manage cash flows, coordinate audits, and facilitate communication with governance boards, requiring significant experience in finance and public administration.

Support producers by sourcing and qualifying inbound and outbound leads in Employee Benefits and P&C insurance. Conduct research and needs analysis, set appointments, transfer lead details to producers, maintain prospect records in HubSpot, leverage database tools for lead generation, and participate in meetings, conferences, and networking to achieve sales goals.