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Manage a book of largely level-funded and self-funded employee benefits accounts, serve as primary client contact, coordinate renewals and carrier transitions, prepare proposals and enrollment materials, ensure compliance, support producers in new business, and maintain agency systems and carrier relationships.

Manage a book of personal lines insurance business, handle renewals and endorsements, educate clients on coverages, market new and renewal business, maintain agency records in AMS, coordinate with underwriters/carriers and internal teams, and support client relationships.

Provide front-desk coverage, manage office logistics and supplies, maintain common areas and conference room calendars, assist departments with projects and service needs, and use internal tools (MS Office, CRMs, Applied EPIC) to support efficient day-to-day operations.

Manage and service commercial property & casualty accounts, design insurance programs, prepare proposals, negotiate with carriers, support producers, handle renewals and audits, and maintain accurate documentation.

Serve as liaison on financed life insurance policies, managing new and in-force financing transactions. Collect and review financial documents, prepare loan package documentation, track and service transactions, and coordinate with clients, sales, lenders, intermediaries, and insurance carriers.

Serve as primary client advisor and operational lead for complex employee benefits accounts. Execute client service strategy, oversee account teams, ensure compliance, produce renewals/RFPs, analyze claims and actuarial data, train staff, and support client retention and cross-selling.

Manage a book of mainly level-funded and self-funded employee benefits accounts, act as primary client contact, coordinate renewals and carrier communications, prepare proposals and enrollment materials, ensure compliance, support producers in new business, and maintain agency account records.

Provide administrative support to account managers and clients for employee benefits programs: data entry, enrollment materials, billing audits, carrier submissions, reports, and client meetings while maintaining accurate files and delivering excellent customer service.

The Commercial Lines Support Representative assists with administrative tasks in the Commercial lines department, including document processing, invoicing, policy issuance, and customer service.

Serve as primary relationship manager for employee benefits clients, leading renewals, carrier negotiations, RFPs, onboarding, compliance (ERISA/COBRA/HIPAA/ACA), employee communications, and benefits administration. Supervise and develop account teams, support sales/consulting efforts, manage technology platforms, and identify opportunities for expanded services to drive retention and client objectives.