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Develops insurance account management expertise while supporting producers and customers. Responsibilities include reviewing policies, processing changes, resolving billing issues, preparing renewal marketing materials, gathering loss reports, completing applications, coordinating quotes with underwriters, and preparing proposals. Requires strong organization, communication, customer service, and attention to detail, plus obtaining a state Property and Casualty license within 90 days.

Lead loss-control and risk-management services for institutional clients, including developing programs, conducting property and casualty evaluations, performing appraisals, analyzing claims data, delivering safety training, presenting performance reports, managing budgets, and coordinating with claims, underwriting, and administration teams. The role requires strong insurance expertise, communication, public speaking, analytical ability, field-inspection skills, and regular travel.

Supports employee benefits account management through data entry, report preparation, customer communications, expiration tracking, and information maintenance. Assists account managers with renewals, census preparation, open enrollment, and new business implementation. Maintains accurate records in the Benefits Account Management system and coordinates information among account managers, producers, customers, and carriers. Requires strong Microsoft Office skills, communication, confidentiality, and customer service abilities.

Provide workers' compensation risk management for assigned members: perform annual safety inspections, attend safety committees, deliver training (virtual and in-person), analyze injury reports, identify hazards and recommend corrective actions, and coordinate with underwriting, claims, and marketing.

Leads employee benefits sales strategy, goal setting, producer performance, recruiting, training, client retention, new business development, and team engagement. Partners with profit center leadership, carriers, vendors, and clients to improve sales and service standards. Manages the existing book of business, develops growth plans, analyzes performance, coordinates sales meetings, and supports professional development. Requires extensive insurance agency management and leadership experience plus a valid insurance producer license.

Leads personal lines insurance sales by developing strategies, setting goals, monitoring producer performance, managing growth plans, recruiting and developing teammates, supporting client retention, coordinating sales efforts, and maintaining carrier and client relationships. The role also oversees training, sales reporting, technology utilization, book-of-business growth, and alignment with profit center leadership.

Designs, develops, implements, and maintains business applications on Microsoft Dynamics 365. Configures model-driven and canvas apps, plugins, custom controls, Power Platform tools, and automated testing frameworks. Leads solution architecture, code reviews, process improvement, and stakeholder collaboration while mentoring junior and mid-level developers. The role requires strong software development, problem-solving, communication, and project management skills, along with experience in Agile and DevOps methodologies.

Analyzes commercial insurance risks, claims data, loss forecasts, policy documents, and coverage placements. Supports account executives, brokers, carriers, and clients with renewals, applications, proposals, endorsements, audits, certificates, billing, and claims coordination. The role also assists with marketing activities, attends carrier meetings and training, maintains confidentiality, and develops client relationships while supporting insurance brokerage operations.

Monitors and maintains claims system functionality, coordinates system upgrade testing, manages vendor and policy databases, processes EDI errors and claim assignments, handles mail and reimbursement checks, maintains reports and spreadsheets, and supports calls and special projects for the Claims department.

Support underwriting and account executives by reviewing and rating insurance applications for property and casualty coverages; process quotes, binders, endorsements, renewals, inspections, and loss runs; communicate with producers and carriers; maintain templates and required forms; ensure timely policy issuance and filings.