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The New Business Development role involves identifying high net worth personal lines clients, managing the onboarding process, and collaborating with Risk Advisors and Account Executives for effective insurance placement and client satisfaction.

The Employee Benefits Senior Account Manager serves as the primary customer service interface, managing client relations, resolving service issues, and acting as a liaison with insurance carriers to maintain client satisfaction.

A Financial Analyst supports Financial Consultants by performing financial data audits, preparing deliverables, managing client needs, and coordinating RFPs, ensuring high client satisfaction and meeting deadlines.

Manage a book of personal line insurance for affluent clients, conduct reviews, prepare reports, and collaborate with team members to meet clients' insurance needs.

The Associate Benefits Analyst supports the management of employee benefit programs, conducts analysis, communicates with stakeholders, and assists with RFP processes.

The Personal Lines Account Manager manages client accounts, addresses inquiries, ensures policy accuracy, and aids in business development for personal insurance.

The Benefits Account Manager provides support to clients on employee benefits, manages renewal processes, and works within a team to enhance client experiences.

The Project Assistant will support the Personal Lines team with quality control, provide sales support, and maintain procedural updates while meeting performance goals.

The Account Manager II manages insurance business for clients, providing service, support, and strategic planning while maintaining strong client relationships and managing risk exposure.

The Benefits Account Manager is responsible for servicing benefits clients, leading renewal processes, and providing expertise in employee benefits, including medical, dental, and life insurance.