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Manages a high-value personal lines insurance book, providing coverage guidance, renewals, retention, policy interpretation, and complex service resolution. Develops new business through leads, cross-selling, and upselling while maintaining carrier and client relationships. Reviews coverage, exposures, pricing, and risk mitigation strategies; mentors account staff; documents activities in agency systems; and supports client service, marketing, and renewal objectives.

Serve as the primary claims advocate for commercial insurance clients by interpreting policies, analyzing coverage, negotiating settlements, managing claims, resolving disputes, maintaining accurate records, and advising clients on outcomes and industry changes. Partner with producers and account managers on presentations, prospecting, stewardship, retention, and growth activities. Prepare reports and support client service initiatives while maintaining required insurance licenses.

Manages multi-jurisdictional payroll tax client portfolios, including tax registrations, account maintenance, acquisitions, notice resolution, audits, reconciliations, and compliance projects. Builds executive-level client relationships, translates complex tax matters into actionable guidance, coordinates internal teams, maintains documentation, tracks billable time, and delivers accurate outcomes across competing deadlines.

Manages employee benefits client relationships and account service activities, supporting retention, renewals, compliance, claims analysis, proposals, enrollment, client meetings, and carrier coordination. The role advises clients on legislative updates, prepares communications and sales materials, coordinates implementations, monitors account issues, and partners with Producers, Client Relationship Analysts, carriers, and compliance staff.

Services assigned commercial insurance accounts by reviewing coverage, limits, and client needs; preparing applications, proposals, certificates, invoices, and other transactions; maintaining agency system data; developing existing-account and new-business opportunities; supporting renewals; and building client relationships. The role also requires commercial insurance market knowledge, premium collection support, and collaboration with producers and marketing teams.

Sell insurance products and services by prospecting, developing business-to-business relationships, presenting solutions, closing new business, cross-selling products, and retaining clients. The role requires at least three years of B2B sales experience, a bachelor's degree, and obtaining appropriate state insurance licensing within 90 days. Commercial insurance experience and existing licensure are preferred.

Provides regional pharmacy benefits expertise to employee benefits consultants, producers, market leaders, and employer clients. Supports sales growth and client retention through pharmacy analysis, RFP participation, presentations, strategic advising, and solution development. Partners with PBMs and pharmacy vendors, trains internal teams, communicates emerging pharmacy initiatives, and escalates complex benefit challenges. Mentors regional consultants and helps develop the national pharmacy practice. The role may require up to 50% travel.

Sell employee benefits insurance products and services by prospecting for clients, providing coverage guidance, preparing quotes and paperwork, educating clients, maintaining relationships and databases, and meeting sales targets. The role requires insurance industry experience, active licensing, strong communication and organizational skills, and familiarity with Microsoft Office.

Supports Senior Advisors with client meetings, portfolio reviews, financial plans, investment proposals, insurance analyses, onboarding, client service, documentation, and follow-through. The role focuses on strengthening existing client relationships rather than acquiring new business, while collaborating with investment and insurance partners. Candidates need a bachelor’s degree, at least one year of related experience, and willingness to obtain required financial industry registrations and licenses.

Handles personal lines agency rewrites for home and auto policies, including rating and quoting risks, preparing paperwork, comparing coverage, updating EPIC, and supporting producer and partnership requests. The role requires knowledge of personal lines coverage and carrier underwriting guidelines, accurate documentation, adherence to KPI goals, and occasional premium collection. Candidates need personal account servicing experience, an active Massachusetts Producer license or ability to obtain one within six months, and strong organizational and communication skills.