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The Assistant Account Manager supports servicing commercial lines accounts, responds to inquiries, prepares renewals and client presentations, and assists in account management tasks.

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 Executive manages high-net-worth personal insurance clients, leads renewal strategies, mentors junior staff, and drives new business initiatives.

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

The Senior Account Executive will service large accounts, evaluate coverages, prepare proposals, analyze losses, and maintain compliance with quality guidelines.

The Account Executive is responsible for servicing commercial accounts, developing new business, maintaining client relationships, and managing applications and transactions in compliance with company policies.

The Claims Specialist manages Casualty and Workers Compensation claims, communicates issues with clients, provides status reports, and maintains documentation in the Broker Management System.

The Account Manager will service commercial insurance accounts, develop client relationships, create proposals, and maintain data accuracy while aiming to grow the business.