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Manages personal lines insurance accounts, serving as the primary client liaison, maintaining relationships, conducting account reviews, coordinating onboarding and service delivery, resolving issues, and identifying renewal, upselling, and cross-selling opportunities. The role monitors contracts, performance metrics, and service levels while managing multiple priorities, maintaining accuracy, and ensuring compliance with applicable regulations.

Manage commercial client accounts as the primary point of contact, maintaining relationships, coordinating renewals, endorsements, and policy changes. Monitor sales performance, recommend improvements, and collaborate with marketing, product, operations, sales, and support teams. The role requires strong organization, negotiation, communication, analytical, presentation, and strategic planning skills, along with proficiency in Microsoft Office applications.

Manage new and renewal business placement with high-net-worth insurance carriers and complex E&S markets. Support ADP Workforce Now open enrollment, benefits configuration, ACA module implementations, census and enrollment reporting, technical troubleshooting, and year-end 1095 auditing. Partner across teams to meet project timelines, maintain client relationships, ensure business persistency, and support growth.

Manage employee benefits accounts, including plan design, renewals, RFPs, vendor negotiations, funding analysis, client presentations, regulatory solutions, benchmarking, open enrollment materials, and ongoing client service. The role requires analyzing insurance policies, coordinating benefit communications, supporting wellness strategies, and maintaining high customer satisfaction.

Manage a personal lines insurance book of business, serving as the primary client relationship manager. Handle coverage inquiries, billing, endorsements, policy changes, renewals, loss information, applications, and pricing negotiations. Coordinate between clients and carriers while maintaining accurate documentation and knowledge of company systems. The role requires strong communication, organization, customer service, sales, and decision-making skills in an in-office environment.

Accounting Intern supporting billing and aged-item cleanup, accounting backlog organization, access reviews, SharePoint file management, record accuracy checks, process documentation, progress tracking, and special accounting projects. The role requires collaboration with Accounting and internal teams, strong attention to detail, analytical and organizational skills, Excel proficiency, and the ability to manage multiple assignments. Prior accounting or insurance experience is not required.

Manage employee benefits client relationships, develop benefits strategies, lead renewals, analyze utilization and market trends, support sales growth, negotiate with carriers, and guide clients on regulatory compliance. The role serves as a primary client contact, presents renewal and financial analyses, coordinates internal and external partners, and may mentor junior team members.

Manages an assigned commercial insurance book of business as the primary client relationship manager. Handles coverage inquiries, policy changes, billing, endorsements, renewals, and service requests while coordinating with customers and carriers. Reviews loss information, gathers renewal data, negotiates pricing, maintains account records, and supports client retention through consultative communication and needs-based selling.

Leads end-to-end insurance compliance consulting for commercial real estate lending transactions. Reviews loan documents and insurance materials, negotiates coverage gaps with borrowers and brokers, prepares compliance reports, manages closing deliverables, advises institutional lender clients, and coaches junior consultants. Covers diverse CRE asset types and complex structures, including CMBS, debt funds, captives, deductibles, flood, environmental, and construction risks. Also contributes to process improvement and AI-enabled workflow automation.

Manage personal insurance accounts from information gathering and applications through renewals, endorsements, cancellations, and policy administration. Explain coverage options, recommend enhancements, resolve client inquiries, maintain electronic records, and build relationships with clients and insurance carriers. The role requires a New York Personal Lines license, significant personal insurance experience, strong customer service and organizational skills, and proficiency with Microsoft Office and an agency management system.