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Manages employee benefits accounts independently, overseeing client service, renewals, eligibility, claims, billing, plan implementation, compliance notices, carrier marketing, and benefit administration systems. Analyzes plans, prepares quotes and presentations, develops benefits strategies, resolves service issues, maintains accurate records, and advises clients on industry changes. The role also mentors junior account staff, supports vendor and carrier implementations, and ensures contracts, disclosures, and legal documentation are accurate.

Manages a commercial insurance book of business exceeding $500K in revenue, focusing on client retention, customer service, accurate account records in EPIC, and collaboration with Producers and account management staff. The role also mentors associate account managers and team assistants, supports special projects, and serves middle-market commercial lines clients. Qualifications include agency-side commercial lines experience, intermediate Excel skills, strong communication, and a Property and Casualty license.

Manage assigned commercial insurance accounts, maintain client and carrier relationships, assess coverage needs and risks, negotiate terms and pricing, bind coverage, deliver renewals, resolve service issues, maintain policy documentation and accounting records, and support Producers. The role also mentors Account Manager I employees and directs Account Manager Assistants while ensuring client retention, satisfaction, compliance, and service improvement.

Supports Account Managers, Account Executives, and Risk Consultants with commercial insurance account servicing. Duties include processing applications, policy changes, certificates, invoices, renewals, cancellations, client correspondence, electronic filing, data entry, and policy delivery. Maintains accurate account records and suspense systems, prepares insurance documents, follows broker standards, and completes industry training. The role requires administrative experience, a P&C license or ability to obtain one, Microsoft Office proficiency, and reliable transportation.

Manages day-to-day service for employee benefits clients, including client relationships, renewals, claims and coverage issues, compliance guidance, billing and eligibility audits, open enrollment materials, carrier and vendor implementations, benchmarking, RFP support, and reporting. The role coordinates with producers, consultants, account executives, carriers, and administrators; leads client meetings and presentations; maintains BenefitPoint data; supports plan documentation and 5500 preparation; and mentors account administration staff.

Supports commercial insurance account servicing, including certificates of insurance, policy changes, payments, renewals, carrier marketing, premium financing, quotes, proposals, audits, and client inquiries. Maintains accurate account documentation and system records while meeting production and service standards. Provides courteous support to insureds, carriers, underwriters, business partners, and internal account management teams.

Manages commercial insurance accounts for franchise clients, handling carrier documents, policy endorsements, contract reviews, certificates, coverage quotes, binding instructions, billing inquiries, audit disputes, and client relationships. Partners with producers, account executives, and internal teams to resolve coverage issues, support risk management needs, facilitate productivity, and participate in client meetings. Requires commercial lines expertise, a Property & Casualty license, strong communication and negotiation skills, and attention to detail.

Service assigned personal insurance accounts by reviewing coverage, recommending appropriate limits, maintaining client relationships, developing new business, preparing applications and quotes, processing account transactions, maintaining accurate agency-management data, and assisting with premium collections. The role requires knowledge of personal lines insurance markets, an active Massachusetts Producer license, strong communication and organizational skills, and collaboration in a hybrid office environment.

Services assigned personal insurance accounts by reviewing coverage, recommending solutions, developing existing-account business, preparing applications and quotes, processing account transactions, maintaining agency-system data, and potentially collecting premiums. Builds strong client relationships, supports renewals and new business, stays current on personal-lines insurance trends, and contributes to departmental production goals.

Service assigned personal insurance accounts by reviewing coverage, recommending solutions, preparing applications and quotes, processing transactions, maintaining agency system data, and supporting renewals and new business. Build client relationships, address service needs, assist with premium collections, monitor industry trends, and contribute to departmental production goals. The role requires personal lines insurance expertise, strong organization and communication skills, and an active Massachusetts Producer license.