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The Account Manager II manages client insurance accounts, providing service and support, coordinating strategies, resolving issues, and identifying cross-selling opportunities.

Ensure broker standards through audits, EPIC data analysis, report generation, SOP creation and enforcement, internal audits, training recommendations, SharePoint management, ticketing support, and cross-team collaboration to improve operational quality.

The Account Manager III manages an assigned group of accounts, ensuring client satisfaction, retention, and effective service delivery, while mentoring junior staff and collaborating with producers.

Manage a book of employee benefits clients, provide day-to-day service and issue resolution, support renewals and RFPs, oversee vendor and carrier implementations, prepare enrollment materials and compliance documents, maintain BenefitPoint data, and collaborate with producer/account team to drive retention and client satisfaction.

Serve as primary account manager for complex commercial property accounts: manage renewals, prepare quotes/proposals, liaise with carriers, oversee enrollments/changes, resolve escalations, coordinate premium financing, and maintain accurate account files.

The Employee Benefits Account Manager supports Producers by managing client accounts, preparing presentations, assisting with claims, and ensuring smooth implementation of benefit plans, while also mentoring team members.

Manage and retain assigned personal lines insurance accounts, serve as technical broker-consultant, coordinate carrier marketing and risk-control, oversee service delivery with Account Managers, conduct annual reviews, identify cross-sell opportunities, and maintain client relationships including C-level engagement.

Manages and expands a complex commercial insurance book of business while serving as the primary client consultant and technical broker expert. Responsibilities include program design, carrier marketing and negotiation, risk control coordination, renewals, claims support, cross-selling, regulatory compliance, receivables, and strategic account reviews. The role supports Producers, leads client relationships, mentors account team members, and drives special projects to improve service delivery and revenue growth.

The Employee Benefits Account Manager services accounts, supports clients with inquiries, coordinates with producers, and manages the renewal process while identifying growth opportunities.

Lead and develop the small business/select function within New England's Employee Benefits team, focusing on team management, sales strategies, and operational efficiency to meet revenue objectives.