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Manage and retain employee benefits clients, support producers and analysts, handle technical account management (claims, compliance, enrollment), prepare proposals and client communications, coordinate carrier implementation and employee meetings, perform claims analysis and 5500-related tasks, and support client service plans and sales initiatives.

Manage renewals and client service for a book of transportation/trucking insurance accounts. Prepare transactions, analyze MVRs and loss runs, issue certificates, handle claims liaison, ensure DOT/FMCSA compliance, support producers/AEs, identify cross-sell opportunities, and oversee account accounting and receivables.

The Associate Account Manager supports servicing a book of commercial business, assisting Account Managers and Producers with tasks such as maintaining coverage proposals, processing requests, and coordinating insurance policy changes.

Drive new business placement for high-net-worth personal lines clients: quote, underwrite, and bind policies; manage onboarding and data entry; cultivate carrier and internal relationships; collaborate with Risk Advisors and Account Executives to ensure smooth transitions and client satisfaction.

Manage a book of commercial property/casualty accounts, serve as primary client contact, support retention and renewals, liaise with carriers and underwriters, troubleshoot billing, prepare transactions and reports, mentor account administrators, and attend client meetings and industry training.

Process and distribute advisory fee invoices, calculate fees using AUM and contracts, reconcile custodian feeds with Orion, manage billing exceptions, support month-end revenue activities, and assist with centralization and billing platform projects.

Manage and grow a Security Incident Response team owning the full IR lifecycle: detection, triage, containment, eradication, recovery, and post-incident review. Oversee DFIR investigations across cloud and on-prem systems, develop scalable playbooks and detection content, run tabletop exercises, maintain KPIs (MTTD/MTTR), and balance reactive response with proactive detection engineering and threat hunting.

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%.

Sell insurance products and services by prospecting new clients, providing coverage guidance, preparing contracts and quotes, maintaining client records, delivering technical support and product education, and collaborating with the sales team to meet targets.

Sell insurance products and services by prospecting clients, educating them on offerings, preparing contracts and quotes, maintaining client records, supporting clients with technical/product guidance, and collaborating with team members to meet sales targets while attending industry education.