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Provides administrative and client-service support for employee benefits account managers while maintaining a small book of business. Responsibilities include analyzing carrier information, auditing billing, preparing enrollment and proposal materials, processing carrier paperwork, supporting compliance and renewals, attending client meetings, and mentoring junior coordinators. Requires an active Life and Health license, employee benefits experience, strong Microsoft Office skills, and familiarity with Applied Epic or similar account management systems.

Leads and mentors Account Managers while advising commercial insurance clients and managing books of business. Designs and implements insurance programs, evaluates coverage and exposures, prepares proposals and applications, supports renewals and remarketing, explains audit procedures, and coordinates with producers, carriers, and clients. The role manages workflow, resolves complaints and disputes, maintains regulatory and carrier knowledge, and ensures timely, accurate transaction processing.

Manage and service commercial insurance accounts: design insurance programs, prepare proposals, negotiate with carriers, support producers, handle renewals, audits, and client communications while ensuring accurate documentation and timely processing.

Provide administrative support to account managers and clients for employee benefits enrollment and billing. Tasks include data entry, preparing reports and enrollment materials, auditing billing, processing carrier paperwork, attending local meetings, maintaining files, and delivering client service.

Manage and service commercial P&C accounts: design insurance programs, prepare proposals, negotiate with carriers, support producers, remarket and renew policies, and advise clients on coverage and audits. Maintain AMS records and use advanced Excel for premium allocations.

Manage and service commercial insurance accounts by developing insurance programs, preparing proposals, coordinating renewals and audits, supporting producers, maintaining carrier relationships, mentoring service staff, and pursuing referrals to grow the book of business.

Manage and service commercial insurance accounts by designing programs, preparing proposals, renewing policies, advising clients on coverage and audits, supporting producers, building carrier relationships, mentoring CSRs, and pursuing new business.

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.