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Manage a personal lines client book: review coverage, price policies, solicit additional business and referrals, service client inquiries, update EPIC, and coordinate with producers and senior staff to maintain retention and account development.

The Plan Document Specialist prepares, reviews, and maintains retirement plan documents, ensuring compliance with IRS, DOL, and ERISA regulations, while supporting the compliance team during testing and filing seasons.

Service and manage middle-market commercial insurance accounts: analyze coverages, recommend solutions, liaise with carriers, troubleshoot claims/billing, prepare applications/proposals, document activity, and develop new business in coordination with producers to meet departmental goals.

As a Commercial Lines Sales Producer, you will sell insurance products, develop new clients, educate them on services, and maintain client relationships within a fast-paced environment.

The Senior Account Manager will manage a book of business over $500K, provide customer service, support a team, and maintain client information.

Manage a book of commercial insurance accounts, deliver client service, handle renewals, quotes, policy changes and invoicing. Maintain relationships with underwriters, delegate to associate account managers, ensure accurate policy documentation and electronic records, and train team members on coverage and exposures. Follow broker best practices to retain clients and support producers in new business opportunities.

The Account Executive will manage client accounts, focus on retention, consult on insurance needs, coordinate HUB services, and enhance client relationships with decision-makers.

Manage a book of commercial insurance accounts, support producers on service, renewals and marketing, resolve complex carrier/client issues, drive retention and cross-sell, mentor junior staff, ensure accurate system documentation, and handle transactions and reporting.

The Personal Lines Account Manager manages client relationships, supports insurance operations, facilitates communication between clients and carriers, and identifies growth opportunities.

The Account Manager will manage client accounts, market to carriers, prepare quotes, ensure policy accuracy, and assist with billing. Responsible for high net-worth client relationships.