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Manage client and carrier billing processes for employee benefits: reconcile accounts, post payments, resolve discrepancies, prepare analyses, ensure correct carrier setups, and provide proactive client support.

The Senior Consultant - Employee Benefits manages client relationships, strategizes benefit solutions, educates clients on benefits, and ensures compliance. They assess client needs, execute plan renewals, and foster client engagement while maintaining team communication.

The Account Advisor manages client relationships, overseeing project management and ensuring successful benefits administration while providing strategic insights for client success.

The Account Manager II manages an assigned group of accounts, ensuring client satisfaction and retention. This role involves client and carrier negotiations, contract reviews, and mentoring junior staff.

The Assistant Account Manager will assist Account Managers in servicing accounts, coordinating workflows, processing coverage changes, and managing account information in the agency system.

The Employee Benefits Account Executive manages client accounts, ensuring retention, strategy implementation, and collaboration with stakeholders while maintaining compliance and providing consultative support.

The Internal Life Sales Specialist collaborates with external wholesalers and clients to drive sales, provide consultative support, and coordinate case design in life insurance.

The Securities Operations Manager oversees operations for 401(k) and wealth management clients, executing trades, managing documentation, and supporting client communications, while ensuring compliance with industry standards.

Responsible for managing commercial insurance accounts, developing client relationships, and ensuring service needs are met while meeting production goals.

The Strategic Human Resources Leader develops people strategies aligned with business goals, supports talent management and performance, and fosters a high-performing culture to drive growth and innovation.