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Lead client-facing employee benefits strategy and implementation for assigned accounts. Partner with producers on meetings and onboarding, manage renewals and ACA/DOL/PCORI compliance, mentor junior staff, craft benefit plan designs and communications, collaborate with carriers, and represent the firm at industry events.

Support Account Managers with commercial account servicing: process policy changes, issue certificates, handle client inquiries, gather underwriting materials, track renewals, maintain files, and assist submissions and carrier follow-up.

Manage client renewal cycles and open enrollment workflows, support brokers and benefits analysts, maintain client data in benefits systems, handle day-to-day client service, prepare renewal materials, ensure documentation accuracy, and drive process improvements while providing professional communication to clients, carriers, and internal teams.

Remote account manager responsible for scheduling and managing benefit counselor appointments, handling client calls and emails, maintaining client records, rescheduling and reminders, assisting with enrollment questions, performing data entry and reports, preserving confidentiality, and supporting special projects and administrative tasks for the benefits team.

Support account managers for large commercial insurance accounts by handling client inquiries, certificates, policy changes, renewals, underwriting materials, and quality control while maintaining accurate client files and regulatory compliance.

The Client Account Manager processes payroll, handles client inquiries, coordinates benefits administration, and maintains client files, ensuring compliance with regulations.

Manage and execute national and regional corporate events: own event calendar, coordinate venues/vendors, create and distribute event content, target and engage audiences, uphold brand standards, contribute ideas, and help define KPIs to measure success.

The Associate Account Manager will assist with servicing commercial accounts, respond to client inquiries, process policy changes, and maintain client files while supporting internal quality control processes.

The Commercial Lines Account Manager will support producers with new business, account development, renewals, and client education. Responsibilities include preparing proposals, assisting clients with coverage changes, and maintaining client relationships.

The Personal Lines Account Manager will manage accounts, correspond with clients, negotiate coverage, and market new business while ensuring compliance with established procedures.