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Support account managers in servicing employee benefits clients by handling enrollment and implementation paperwork, tracking service issues and compliance tasks, preparing renewal materials and spreadsheets, communicating with clients and carriers, maintaining organized documentation, and improving internal processes to ensure timely, accurate client support.

The Commercial Lines Account Manager handles client inquiries and manages a dedicated book of business, processing policies and maintaining relationships.

Manage an assigned personal lines book of business as primary client contact: service policies, handle inquiries, process endorsements and billing, liaise with carriers, manage renewals, review losses, obtain updates, and maintain company system knowledge.

Support commercial lines account managers by handling client inquiries, preparing certificates, processing policy changes/renewals/cancellations, gathering underwriting materials, maintaining accurate client files, ensuring regulatory and carrier compliance, and tracking renewal timelines.

Manages personal lines insurance accounts by supporting customer retention, discussing product offerings, maintaining agency management system records, providing customer service, developing insurance product knowledge, and identifying account-rounding opportunities. Requires a Texas Property and Casualty insurance license, strong organization, attention to detail, multitasking ability, and prior insurance sales or customer service experience.

Manage personal lines insurance accounts by supporting customer retention, discussing product offerings, providing customer service, maintaining agency management records, developing insurance product knowledge, and identifying opportunities to expand existing accounts. The role requires a Texas Property and Casualty license, strong organization, attention to detail, independent work, and proficiency with Windows-based applications. This is an in-office position in Hubbard, Texas.

Manage employee benefits accounts, including plan design, renewals, RFPs, vendor negotiations, funding analysis, client presentations, benchmarking, regulatory solutions, and benefits communications. The role serves as a benefits expert, coordinates plan documentation and open enrollment materials, develops advocacy and wellness strategies, and ensures strong client satisfaction.

Manage high-net-worth personal lines insurance accounts, including client service, coverage recommendations, quoting, policy maintenance, renewals, binding, documentation, quality assurance, and issue resolution. The role requires collaboration with producers and insurers, compliance with New York laws, strong customer communication, and accurate use of insurance systems. This is an in-office position in Uniondale, New York.

Manage clients’ personal insurance needs, including information gathering, applications, renewals, policy administration, endorsements, cancellations, and rewrites. Explain coverage options, recommend enhancements, resolve inquiries, maintain accurate electronic records, and build relationships with clients and insurance carriers. The role requires a New York personal lines license, extensive personal insurance experience, customer service skills, and proficiency with Microsoft Office and AMS.

Manage commercial insurance accounts as primary client contact: process policy changes, handle renewals and marketing, communicate with carriers, prepare documentation, monitor billing and audits, document activity, and support producers and account technicians.