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Serve as lead benefits consultant for large-group clients: design compliant benefit strategies, support sales producers, lead client meetings/onboarding, mentor account teams, manage annual planning, collaborate with carriers, resolve escalations, and ensure compliance, reporting, and communications.

Manage employee benefits accounts including plan design, renewals, RFPs, vendor/underwriter negotiations, benchmarking, regulatory compliance, open enrollment communications, presentations, and client advocacy to ensure service excellence and cost-effective benefit solutions.

Manage placement and marketing of high-net-worth insurance business with major carriers; configure and maintain ADP Workforce Now modules (Enhanced Benefits, Essential ACA); generate enrollment and census reports; support implementations, troubleshooting, and cross-team coordination to ensure benefits persistency and client onboarding success.

Manage an assigned personal lines book of business as primary client contact: handle policy inquiries, endorsements, billing, renewals, liaise with carriers, negotiate pricing, and maintain company systems knowledge.

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

Manage an assigned book of commercial P&C accounts as primary client relationship manager. Handle coverage inquiries, policy changes, billing, endorsements, renewals, carrier liaison, and maintain company systems knowledge.

Manage stop loss reporting and analytics for self-funded clients: validate and reconcile claims data from carriers/TPAs/PBMs, maintain tracking databases and dashboards, pursue reimbursements, produce periodic client reporting, support renewals and strategic analyses, and improve stop loss monitoring workflows and reporting tools.

Manage a dedicated book of commercial insurance accounts, serve as primary client liaison, perform renewals, quoting, endorsements, documentation, and account reviews while maintaining system knowledge and building long-term client relationships.

Manage an assigned personal lines book of business as primary client contact: handle policy inquiries, billing, endorsements, renewals, carrier liaison, and maintain company systems knowledge.

Manage an assigned book of business as primary client relationship manager: handle insurance inquiries, billing, endorsements, renewals, liaise with carriers, maintain systems knowledge, and negotiate renewal pricing.