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Lead onboarding for new retirement plans, coordinate conversions with advisors, sponsors and recordkeepers, ensure compliance with ERISA/IRS/DOL rules, meet SLAs, mentor junior staff, manage caseloads, and handle client communications and plan document preparation/amendments.

Assist Account Managers with servicing personal lines accounts: prepare invoices, certificates, binders, process changes, maintain files, coordinate renewals, provide customer service, prepare and deliver policies, and manage account data and documentation.

The Producer is responsible for generating new business, servicing client accounts, and maintaining customer relationships to achieve sales objectives. Key activities include lead qualification, proposal development, and collaboration with Account Managers.

Manage employee benefits accounts (groups of ~75-200 lives), serve as day-to-day client contact, liaise with carriers, resolve claims/admin issues, design benefit plans, process renewals, prepare renewals/communications/reports, and maintain client data in the agency management system.

The Account Manager will service personal insurance accounts, develop client relationships, prepare policy quotes, and maintain data accuracy.

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.

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.

The Senior Benefit Analyst supports clients and manages the marketing process for employee benefits, ensuring accurate documentation and client services.

Develop and maintain relationships with retail brokers to generate new and renewal revenue streams focused on Senior Living casualty products. Responsibilities include client communication, contract preparation, and achieving sales targets.

Sell and manage commercial insurance accounts by prospecting, presenting solutions, closing new business, cross-selling products, and maintaining client relationships. Drive client retention through superior service and obtain required state licensing. Supported by corporate resources, compensation is base plus commission.