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Manage a book of commercial insurance accounts, deliver client service, handle renewals, quotes, policy issuance, and invoicing. Maintain client and underwriter relationships, delegate to associates, ensure file accuracy and electronic records, and train team members on coverage and exposures.

Manage employee benefits client accounts: process service requests, policy changes, applications, endorsements and renewals; maintain account files and carrier relationships; support Sales Executives with insurance information; market existing and new accounts; help meet office sales goals and handle a book of business (~$200,000) as assigned.

Lead HUB Colorado's employee benefits financial consulting practice, providing analytics, ROI and cost-management solutions for self-funded and ASO clients. Manage and coach Financial Consultants, support sales and RFP presentations, oversee vendor/carrier relationships, manage budgets, recommend process improvements, and collaborate with producers and account teams to drive client retention and new business.

Manage and service middle-market commercial insurance accounts, identify coverage gaps and growth opportunities, prepare and present proposals, negotiate with carriers, handle policy documentation and certificates, maintain client relationships, and support marketing and renewal activities.

Service assigned commercial insurance accounts alongside a Producer: analyze coverages, recommend solutions, prepare applications and proposals, manage transactions and certificates, maintain agency data, develop client relationships, grow business from existing accounts and leads, and support departmental production goals.

Manage day-to-day employee benefits accounts, serve as primary client liaison for eligibility/claims/billing, coordinate carrier communications, prepare renewals/quotes and enrollment materials, implement benefit programs and HRIS updates, mentor junior staff, and ensure regulatory compliance (ACA, COBRA, HIPAA).

Manage a book of employee benefits clients, develop and execute multi-year benefits strategies, liaise between clients, administrators and carriers, lead enrollments and renewals, perform market analysis and benchmarking, resolve escalated service issues, handle billing/reconciliation, and coordinate cross-functional implementation.

Manage day-to-day employee benefits programs and client relationships, serve as main contact for eligibility/claims/billing, coordinate renewals and carrier interactions, prepare proposals and legal notices, lead implementations, maintain systems and documentation, and support producers on benefits strategy and benchmarking.

Manage a book of high-net-worth personal insurance clients, conduct annual reviews, recommend program improvements, grow retention and revenue, market accounts to carriers using rating tools and EPIC, and drive cross-sell initiatives while meeting financial targets.

Manage a book of commercial P&C accounts (typically $700K+ revenue), oversee full account lifecycle including renewals, quoting and binding, mentor junior staff, maintain client data in EPIC, review carrier quotes, negotiate coverage/pricing, and drive retention and stewardship reporting.