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Manage and service assigned commercial insurance accounts, analyze coverage, prepare applications and proposals, maintain agency data, develop new business from existing accounts and leads, handle transactions and certificates, and maintain client relationships while meeting departmental production goals.

Support commercial lines account team by handling certificates, policy changes, renewals, quotes, premium collection, and client communications. Maintain accurate account files, update agency systems, meet production goals, and assist with marketing to carriers and special projects.

Sell HUB's commercial insurance products and services to businesses, supported by sales enablement tools. Build client relationships, meet sales targets, use CRM and Office tools, maintain required insurance license, and travel up to 50%.

Manage a book of commercial insurance accounts (crop-focused), support producers on client service, renewals, policy transactions, carrier liaison, claims/billing troubleshooting, and identify cross-sell opportunities. Maintain accurate account records, prepare reports and proposals, attend client meetings, and stay current on insurance industry changes and continuing education.

Manage a book of commercial lines insurance accounts, handle client communications, renewals, policy reviews, and invoicing; liaise with underwriters; train and delegate to associate account managers; maintain electronic records and ensure accuracy of proposals, binders, and client policy summaries.

Provide consultative account management and brokerage services for large-group employee benefits (1,000–5,000+ lives). Serve as technical expert on plan design, funding strategies, carrier marketing/underwriting, stop-loss placement, client retention, and cross-sell opportunities. Lead renewals, RFPs, carrier negotiations, and client reviews while mentoring producers and client service teams to ensure compliant, cost-effective benefit programs.

Manage a book of commercial insurance accounts, deliver client service, process transactions, liaise with carriers, support renewals and marketing, identify cross-sell opportunities, and maintain accurate account records.

Serve as a regional pharmacy benefits subject matter expert advising brokers and clients, driving sales growth, performing pharmacy analyses using analytics and PBM tools, training/internal communications, mentoring regional consultants, and supporting national practice strategy. Role includes consultative RFP support and may require significant travel.

Manage a book of high-net-worth personal insurance clients, conduct annual face-to-face and virtual reviews, analyze and improve insurance programs, market accounts using carrier knowledge and rating software, maintain EPIC and agency records, achieve retention and revenue targets, and pursue cross-sell opportunities.

Support Account Executives and Advisors in quoting, reporting, RFP strategy and implementation for employee benefits. Analyze census, claims and contribution data, organize carrier bids, negotiate with carriers, maintain client portals and templates, mentor junior analysts, and use systems like BenAdmin, Benefit Point and SmartSheet to ensure compliance and timely renewals.