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Manage a portfolio of premier middle-market personal lines clients, process daily account activity, review policies and coverage accuracy, prepare proposals and policy summaries, process endorsements and invoices, research premium charges, and address insured and underwriter questions. The role requires strong insurance analysis, communication, computer, and organizational skills, along with a P&C license and professional development.

Leads accounting teams supporting insurance brokerage and enterprise operations. Oversees financial close, reconciliations, journal entries, reporting, US GAAP compliance, SOX controls, audits, and regulatory requirements. Partners with Finance, Treasury, IT, and Internal Audit to strengthen controls, improve processes, automate work, and support system implementations. Develops team members, manages performance metrics, and coordinates accounting activities for assigned entities and acquired businesses.

Manages a commercial insurance book of business, delivers client service, supports retention goals, maintains accurate records in EPIC, handles administrative responsibilities, and mentors associate account managers and team assistants. Requires commercial lines agency experience, intermediate Excel skills, strong communication, a Property and Casualty license, and occasional travel.

Manages employee benefits accounts by developing client relationships, coordinating with insurers, leading renewals and implementations, analyzing benefit plans, resolving complex service issues, and advising clients on strategy, compliance, enrollment, and market developments. Partners with producers and internal teams to deliver strategic plans, presentations, benchmarking, financial analysis, and high-quality client materials.

Serve as the primary claims advocate for commercial insurance clients by interpreting policies, analyzing coverage, negotiating settlements, managing claims, resolving disputes, maintaining accurate records, and advising clients on outcomes and industry changes. Partner with producers and account managers on presentations, prospecting, stewardship, retention, and growth activities. Prepare reports and support client service initiatives while maintaining required insurance licenses.

Manages multi-jurisdictional payroll tax client portfolios, including tax registrations, account maintenance, acquisitions, notice resolution, audits, reconciliations, and compliance projects. Builds executive-level client relationships, translates complex tax matters into actionable guidance, coordinates internal teams, maintains documentation, tracks billable time, and delivers accurate outcomes across competing deadlines.

Manages employee benefits client relationships and account service activities, supporting retention, renewals, compliance, claims analysis, proposals, enrollment, client meetings, and carrier coordination. The role advises clients on legislative updates, prepares communications and sales materials, coordinates implementations, monitors account issues, and partners with Producers, Client Relationship Analysts, carriers, and compliance staff.

Services assigned commercial insurance accounts by reviewing coverage, limits, and client needs; preparing applications, proposals, certificates, invoices, and other transactions; maintaining agency system data; developing existing-account and new-business opportunities; supporting renewals; and building client relationships. The role also requires commercial insurance market knowledge, premium collection support, and collaboration with producers and marketing teams.

Sell employee benefits insurance products and services by prospecting for clients, providing coverage guidance, preparing quotes and paperwork, educating clients, maintaining relationships and databases, and meeting sales targets. The role requires insurance industry experience, active licensing, strong communication and organizational skills, and familiarity with Microsoft Office.

Supports Senior Advisors with client meetings, portfolio reviews, financial plans, investment proposals, insurance analyses, onboarding, client service, documentation, and follow-through. The role focuses on strengthening existing client relationships rather than acquiring new business, while collaborating with investment and insurance partners. Candidates need a bachelor’s degree, at least one year of related experience, and willingness to obtain required financial industry registrations and licenses.