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Administer and support the Workfront instance and marketing operations for a ~110-person team: manage user provisioning, templates, intake forms, reports, data hygiene, vendor onboarding, and first-line support. Provide cross-functional operations support: maintain trackers, coordinate meetings, take notes, update onboarding docs, manage SharePoint/Confluence content, conduct vendor/tool research, and apply AI tools to streamline workflows.

Support Account Managers and Producers by processing policy transactions, preparing renewals and proposals, maintaining client files and data, communicating with clients and carriers, and providing general account servicing and administrative support.

Manage and resolve complex commercial claims across multiple lines, exercising independent judgment on coverage, reserves, negotiations, and litigation oversight. Serve as primary claims advisor to clients, respond to emergencies 24/7/365, prepare reports, and maintain records in EPIC while ensuring regulatory compliance.

Manage a book of personal-lines insurance accounts, serve as client primary contact, handle policy transactions, retention, and cross-selling. Liaise with carriers and underwriters, resolve service/claims issues, prepare reviews and reports, and support less experienced staff while maintaining accurate account records and meeting production goals.

Support accounting and FP&A functions including month-end close, GL maintenance in Oracle, balance sheet reconciliations, variance analysis, forecasting, budgeting, ad hoc financial analysis, and integration of acquired businesses.

Manage a book of employee benefits clients, maintain client and carrier relationships, handle renewals, compliance, audits, claims escalation, vendor and carrier implementations, open enrollment support, reporting/benchmarking, and mentor junior team members while ensuring delivery of strategic multi-year plans.

Provide strategic risk consulting to a book of clients across manufacturing, construction, distribution and transportation. Lead risk assessments, audits, and loss analysis; develop and implement customized risk control service plans; manage client relationships and retention; support new business and practice development; oversee carrier and vendor interactions. Travel approximately 25% and produce high-quality written deliverables and training.

Serve as an account manager for voluntary benefits: support Account Executives, maintain client relationships, handle service inquiries, assist with claims and billing, prepare materials and reports, review plan documents, support compliance (5500s, ACA), and participate in new business and open enrollment meetings.

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.