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Manages day-to-day client requests for a commercial insurance book of business, supports account executives with renewals, onboarding, negotiations, marketing submissions, carrier communications, proposals, policies, certificates, premium allocations, endorsements, and coverage discrepancy resolution.

Supports Account Managers and Account Executives in servicing middle-market and large-market insurance accounts. Responsibilities include maintaining account information in EPIC, processing certificates, endorsements, billing transactions, policy changes, and premium financing requests; coordinating with accounting; addressing client concerns; and communicating directly with clients. Requires an active Property & Casualty license, insurance knowledge, strong organization, attention to detail, communication skills, and the ability to manage competing priorities. Limited travel under 10% may be required.

Supports insurance program administration, including tracking client deliverables, coordinating underwriting and reinsurance activities, managing governance tasks, preparing financial reports and meeting materials, and overseeing renewal or program formation timelines. The role also manages special projects, communicates with clients and partners, and applies financial and analytical skills while supporting program managers.

Supports account managers and executives serving complex insurance clients. Responsibilities include preparing coverage and premium comparisons, processing audits and endorsements, analyzing losses and deductibles, managing policy and client data in the AMS, coordinating certificates and billing instructions, handling reporting, and addressing special client requests. The role also provides backup coverage, solves problems proactively, manages special projects, and maintains detailed account records while coordinating multiple priorities.

Manages global insurance accounts by preparing new business and renewal submissions, coordinating service requests, requesting loss runs, reconciling premiums and commissions, maintaining account data, and supporting international broker relationships. Creates account workbooks, comparison spreadsheets, commission allocations, and coverage summaries while communicating with clients, producers, account teams, and external partners. Requires strong insurance interpretation, analytical, communication, and client relationship skills.

Supports global insurance accounts by preparing new business and renewal submissions, coordinating service requests, requesting loss runs, reconciling premiums and commissions, maintaining account data, managing commission allocations, and creating account workbooks and coverage summaries. Acts as a liaison among internal teams, clients, and international broker partners while providing timely account service and supporting departmental projects.

Manages day-to-day client requests for mid-market or emerging commercial insurance accounts. Supports account executives with renewals, onboarding, client interactions, negotiations, marketing submissions, carrier communications, proposals, policy processing, certificates, endorsements, premium allocations, contract reviews, and discrepancy resolution. Requires 3+ years of property and casualty insurance experience, strong communication, relationship-building, organizational, and independent working skills. Travel may reach 20%.

Supports Account Managers and Executives servicing complex insurance accounts. Responsibilities include preparing coverage and premium comparisons, processing audits and endorsements, analyzing losses, maintaining account data in the AMS, managing certificates and billing requests, handling client communications, and completing special projects. The role requires insurance knowledge, strong attention to detail, financial acumen, problem-solving, organization, and proficiency with Microsoft Office.

Prospects, qualifies, and closes commercial and private-client insurance accounts while meeting sales goals. Builds industry networks, identifies client needs, develops tailored solutions, coordinates cross-selling opportunities, and maintains accurate Salesforce records. Partners with account servicing teams to support client retention and relationships. Requires insurance licensing, strong communication and organization, sales achievement, basic Microsoft Office skills, and travel to job sites as needed.

Manages employee benefits clients through strategic planning, plan analysis, regulatory alignment, carrier and vendor negotiations, renewals, and claims resolution. Leads service teams, prospect presentations, RFP responses, special projects, and agency committees. Serves as a benefits strategy subject matter expert, mentors associates, participates in hiring, and oversees performance and professional development. Requires extensive benefits brokerage or medical carrier experience, Life and Health licensure, strong communication, and advanced business acumen.