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Make outbound calls to insurance companies, retrieve and validate mortgage insurance documentation, conduct online research, document findings in system notes, process data entry, and meet productivity and quality standards while following established procedures.

Reviews and enters personal insurance underwriting data, gathers information for submissions, provides online quoting support, and prepares new business and rewrite proposals. Sets up client and policy records, scans marketing files, invoices new business, applies deposits, and mails policy release forms. Requires personal lines insurance experience, knowledge of coverages and markets, Microsoft Office proficiency, strong attention to detail, organization, communication, and teamwork.

Manages complex employee benefits accounts as the primary client consultant and technical expert. Responsibilities include account strategy, client retention, benefit program design, carrier negotiation, renewals, proposals, compliance, claims resolution, and cross-selling. The role maintains executive and carrier relationships, coordinates internal service teams, ensures accurate deliverables, identifies coverage and risk gaps, and mentors account-service staff. A current Life/Health license, Level 2 designation, and 5–7 years of employee benefits experience are required.

Manage and service a commercial insurance renewal book for transportation clients. Handle insured and agent inquiries, policy changes, billing questions, claims instructions, audits, renewals, documentation, and relationship management. Maintain quality and KPI standards while providing coverage guidance, participating in team meetings, and supporting leadership initiatives. The role requires an active Property and Casualty license and at least three years of commercial insurance account management experience.

Supports employee benefits clients by resolving service issues, maintaining accurate client information, coordinating with vendors and consultants, preparing educational and sales materials, facilitating presentations, supporting renewals, and addressing compliance and data-related questions. The role includes client relationship management, annual benefits planning, regional presentations, and collaboration across internal teams. Training, licensing support, mentorship, and career development are provided; prior insurance experience is not required.

Leads life insurance wholesaling sales by cultivating producer relationships, delivering consultative presentations, developing new business, and selling life insurance, annuity, and long-term-care products. The role requires generating $2 million in commissionable premium within three years, explaining complex planning strategies, cross-selling products, and building broker referrals. Candidates need at least five years of life insurance wholesaling experience, a bachelor's degree, and life insurance licensing with Series 6 credentials.

Manages a complex commercial property and casualty insurance book of business, serving as the primary client contact and coordinating with producers, carriers, and underwriters. Responsibilities include client retention, renewals, policy analysis, issue resolution, negotiations, billing troubleshooting, documentation, reporting, and account processing. The role also mentors account staff, leads client meetings, supports business growth, and maintains accurate agency management system records.

Responsible for monthly close activities across broker management and general ledger systems. Prepares and approves journal entries, performs balance sheet and inter-agency reconciliations, clears offsets, manages accrual and bad debt calculations, and ensures GAAP and company policy compliance. May review Staff Accountant work and lead accounting projects while meeting strict deadlines.

Manages a personal lines insurance book of business and serves as the primary day-to-day client contact. Responsibilities include client retention, policy analysis, renewals, carrier coordination, transaction processing, billing resolution, recommendations, reporting, and resolving complex service issues. The role also mentors account administrators, maintains accurate system records, attends continuing education, and travels occasionally to meet clients and attend events.

Conduct ERISA compliance reviews, audits, investigations, and regulatory testing for retirement plans. Develop policies, advise internal teams, monitor legislative changes, support required filings and disclosures, and coordinate with clients, stakeholders, and external advisors. Facilitate compliance training and ensure timely completion of annual tests, including BRF, 404a5, and Average Benefits Testing.