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Act as primary client liaison, build and maintain relationships, conduct account reviews, develop and execute account plans, identify upsell/cross-sell opportunities, manage onboarding/implementations, ensure service levels and renewals, resolve issues, and coordinate cross-functional delivery for multiple accounts.

Manage clients' personal insurance accounts end-to-end: gather information, prepare applications, market renewals, administer policies, explain coverages, maintain electronic records, process endorsements/cancellations/rewrites, and build strong client and carrier relationships in a sales-driven team environment.

Drafts, negotiates, and executes employee benefits client agreements; collaborates with Sales, Service, Operations, Finance, Compliance, and Legal; files Forms 5500 and plan documents; serves as a client-facing subject matter expert and supports contract risk management.

Provide in-office administrative support for an insurance agency: operate multi-line phone system, process policy service requests, document activity in the agency management system, handle mail and carrier communications, review renewals and endorsements, assist customers with billing and claims, and support producers and management while maintaining confidentiality.

The Commercial Lines Associate Account Manager manages client relationships, handles insurance inquiries, processes paperwork, and negotiates renewals for assigned accounts.

Manage client benefits lifecycle and renewal processes, coordinate with brokers and carriers, prepare proposals and renewal materials, support open enrollment and day-to-day client service, maintain benefit systems and documentation, and ensure compliance and timely deliverables while driving process improvements and strong stakeholder communication.

Manage an assigned personal-lines book of business, serve as primary client contact, handle policy changes, billing, renewals, endorsements, liaise with carriers, and maintain company system knowledge.

The Benefits Account Manager will manage client needs, handle a book of business, and ensure effective documentation and communication with team members and carriers.

The Benefits Account Manager will manage client accounts, ensuring service delivery, compliance, and support during open enrollment while coordinating with carriers and internal teams.

The Account Manager leads the front desk team, manages operations, resolves escalations, conducts needs assessments, and tracks performance metrics all while adhering to compliance with Medicare and insurance regulations.