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Provides consultative account management and brokerage services for large-group employee benefits clients. Oversees complex benefit programs, plan design, funding strategies, carrier marketing, underwriting negotiations, renewals, compliance, and client presentations. Builds relationships with senior HR and C-level decision-makers, manages retention and cross-selling opportunities, coordinates internal service delivery, mentors colleagues, and supports receivables collection.

Supports employee benefits clients by coordinating renewals, census data, RFPs, open enrollment materials, billing reconciliation, legal notices, and post-enrollment reporting. Maintains accurate client and carrier records, updates HRIS and benefits administration systems, and facilitates compliance, advocacy, and wellness resources. The role communicates with clients, carriers, and internal teams while resolving service issues and managing multiple priorities. A Life and Health insurance license is required or must be obtained within six months.

Manages and retains a portfolio of middle-market employee benefits insurance accounts. Supports producers and account executives, prepares policy documentation and proposals, evaluates coverage options, resolves complex client, claims, and billing issues, and identifies cross-sell and upsell opportunities. The role also coordinates client meetings, maintains broker management system records, liaises with carriers, and mentors junior colleagues.

Manages commercial insurance accounts by supporting clients and account executives, processing endorsements, policies, payments, renewals, audits, loss runs, and insurance documentation. Reviews market quotes, prepares renewal and new-business proposals, presents coverage options, coordinates policy binding, and resolves client or insurer inquiries. Requires commercial lines insurance knowledge, Florida licensing, customer service skills, and proficiency with Microsoft Office; EPIC experience is preferred.

Supports commercial insurance account management by servicing client inquiries, preparing certificates, policy changes, renewals, quotes, proposals, and premium financing. Maintains accurate account records, audits policies and endorsements, assists with carrier marketing and premium collection, and provides professional service to clients and business partners while meeting production and retention goals.

Manages a complex commercial insurance book, serving client needs, coordinating renewals, negotiating coverage and pricing with underwriters, reviewing quotes and policies, preparing proposals and binders, maintaining records, and supporting client retention. The role also delegates work, trains team members, and ensures accurate, timely service according to brokerage standards. A P&C Producer License and insurance account management experience are required or preferred depending on the qualification.

Manage commercial property and casualty insurance accounts for real estate, construction, and retail clients. Responsibilities include client and carrier communication, policy and document processing, loss-control follow-up, renewal and new-business marketing, carrier quoting, proposal preparation, certificate and binder issuance, risk-management communication, and client retention support.

Services assigned commercial insurance accounts, reviews coverage and limits, advises clients, develops existing-account and new business, prepares applications and proposals, processes certificates and invoices, maintains agency system data, and supports renewal and account transactions. Builds client relationships, monitors industry trends, contributes to production goals, and may collect premiums.

Manages a designated employee benefits insurance book of business and serves as the primary client contact. Responsibilities include answering coverage questions, preparing market analyses and proposals, processing renewals and carrier submissions, supporting open enrollment, resolving billing and eligibility issues, conducting presentations, and mentoring customer service representatives. Requires employee benefits insurance experience, strong communication and customer service skills, Microsoft Office proficiency, and a current Texas Life, Health and Accident license.

Manage assigned middle-market commercial insurance accounts, reviewing coverage and limits, advising clients, preparing applications and proposals, processing account transactions, maintaining agency-system data, supporting renewals and new business, and contributing to production goals. The role requires commercial insurance expertise, knowledge of commercial lines coverage and markets, a producer’s license, strong communication and organizational skills, and hybrid work in Wilmington, Massachusetts.