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Advise high-net-worth clients on personal lines insurance by analyzing exposures and loss history, recommending tailored coverages, presenting market data, managing renewals and annual reviews, negotiating with carriers, ensuring regulatory compliance, and growing business through referrals while delivering proactive client service.

Lead end-to-end delivery of defined benefit implementation projects, managing scope, schedule, cost, risks, resources, and stakeholder communications. Maintain project and risk plans, run meetings, track issues, and drive governance and PMO improvements. Coach junior staff, negotiate resources, and apply AI-enabled tools where appropriate to improve delivery, reporting, and operational efficiency.

Entry-level Account Manager Trainee learns insurance service workflows: routing policy documents, navigating carrier portals, following up on coverage changes and cancellations, reviewing renewals and endorsements for quality assurance, obtaining loss history, issuing certificates, and completing professional development training.

Greet visitors, manage the front desk and incoming calls, maintain a welcoming reception area, support colleagues with administrative tasks and internal ticket requests, prepare client materials, assist with mailings, presentations, spreadsheets, and keep client/prospect systems updated.

Produce well-researched, accurate content for online and print; manage RFP responses; write and edit internal communications; develop multi-platform marketing content (email, video, blog) through collaboration with SMEs; conduct research-based writing and manage projects from conception through approvals and publication.

Manage and grow private client personal-lines accounts, meet monthly and annual production goals, mentor associates, advise clients, maintain carrier relationships, and ensure accurate policy servicing using Microsoft Office and advanced Excel.

Support senior consultants on employee benefits strategy projects by gathering and analysing benefits data, preparing client presentations and reports, participating in workshops, and collaborating across teams to deliver Health, Risk, Pensions, Lifestyle, and Culture benefits insights.

Lead HR-focused due diligence and transaction execution across M&A, carve-outs, divestitures, and joint ventures. Manage workstreams, build workforce and financial models, assess HR risks (pension, equity, change-in-control), support organizational design and integration planning, lead junior staff, contribute to proposals and client delivery, and use HRIS and analytics tools to drive people-data insights.

Lead client relationships and manage a book of business for commercial insurance. Evaluate client risk and financials, develop solutions, prepare submissions, market and negotiate coverage, and drive growth and retention while coordinating carrier relationships and on-site client meetings.

Lead P&C actuarial consulting business development and client engagements. Develop and execute regional BD plans, supervise senior staff, validate technical deliverables, mentor junior colleagues, and deliver analyses across reserving, pricing, predictive and economic capital modeling. Strengthen client relationships, prepare proposals and presentations, and promote subject-matter expertise to drive revenue growth.