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This role involves administering client accounts, preparing proposals, managing enrollments and invoicing, and ensuring customer support for the Student Health Insurance Division.

The Senior Operations Coordinator ensures efficient day-to-day operations, manages vendor relationships, financial documentation, and supports organizational growth through streamlined processes.

Provide administrative and sales support for life and annuity products: manage incoming mail, update agency management systems and CRM, prepare policies and marketing materials, respond to clients and producers, maintain reference materials, and assist team members to resolve inquiries and support sales campaigns.

Sell commercial insurance products by prospecting and developing new clients, educating clients on HUB offerings, preparing contracts and quotes, maintaining client records, providing technical support, and collaborating with the team to meet sales targets while attending ongoing industry education.

The Account Manager is responsible for servicing personal insurance accounts, managing client relationships, preparing policy quotes, and ensuring accurate data maintenance in the agency system.

As an Education Consultant and Wealth Advisor, you'll provide financial education, manage client relationships, develop personalized strategies, and enhance retirement planning for participants.

Serve and grow assigned commercial insurance accounts alongside producers: analyze coverages, prepare applications and proposals, maintain account transactions and data, develop renewals and new business, handle certificates/invoices, and support client service and departmental production goals.

As a Commercial Lines Account Administrator, assist Account Managers with servicing accounts, processing certificates, and maintaining data. Responsibilities include clerical duties, correspondence, and continuous learning in the insurance industry.

Sell and advise commercial insurance products, prospect and develop client relationships, quote and contract coverage, provide technical support and product education, maintain client database, and collaborate with team to meet sales targets while attending industry education.

Manage a book of employee benefits clients, lead renewals and RFPs, resolve claims/coverage issues, coordinate carrier and internal relationships, execute onboarding and open enrollment presentations, and maintain client tracking and compliance.