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Supports insurance agents and agencies by promoting annuity products, providing product and technical guidance, handling high-volume calls, recruiting and training agents, managing agent rosters and compliance reporting, and assisting with contracting, certification, sales programs, webinars, and special projects. The role is fully in-office and requires strong insurance product knowledge, communication, organization, and problem-solving skills.

Supports insurance agents and marketing departments by promoting product portfolios, developing marketing plans, providing product and technical training, recruiting and servicing agents, monitoring compliance and sales requirements, managing agent rosters and contact records, and assisting with special projects. The role handles high-volume agent communications, provides coaching, supports contracting and certification processes, and helps agents adopt SMS technology and enrollment tools.

Manages assigned insurance accounts by servicing clients, supporting renewals and new business, analyzing exposures, marketing coverage, negotiating rates, preparing proposals, binding policies, reviewing contracts, assisting with claims, resolving billing issues, and maintaining accurate agency records. Provides technical guidance to staff, supports client retention, and collaborates with producers. Requires an associate degree or equivalent experience, six or more years of related experience, a valid insurance license, continuing education, strong communication, customer service, leadership, and problem-solving skills.

Provides advanced billing operations and quality support through reconciliation, discrepancy resolution, system testing, reporting, audits, process improvement, and operational controls. Serves as a billing systems subject matter expert, manages escalated inquiries, develops procedures and training materials, monitors service levels, and partners with cross-functional teams and vendors to improve accuracy, compliance, efficiency, and customer experience.

Manages OCIP and CCIP wrap-up insurance programs, supporting client accounts, renewals, new business development, marketing, proposals, negotiations, and carrier or agent inquiries. Coordinates with producers, clients, contractors, and insurance markets; analyzes exposures, prepares specifications and presentations, maintains accurate agency system data, and provides customer service. Requires an insurance license, continuing education, strong communication and organizational skills, and proficiency with Microsoft Office and WrapX.

Supports surety insurance accounts by reviewing bonding requirements, gathering underwriting information, assisting with risk marketing and placement, processing bonds and renewals, maintaining documentation and accurate agency system data, collecting fees, reconciling balances, and resolving complex issues. The role also provides technical guidance and training while supporting commercial lines and accounting activities.

Leads commercial lines habitational underwriting teams and drives profitable risk selection, portfolio growth, agency performance, and business-plan execution. Oversees underwriting operations, resource allocation, budgeting, training, stakeholder relationships, escalated issue resolution, and regulatory communication. Coaches direct reports, promotes performance and development, supports product initiatives, and ensures data integrity and compliance with underwriting standards. Requires extensive property and casualty underwriting experience, insurance credentials, and approximately 15–20% annual travel.

Provides clerical and customer service support to employee benefits producers and service teams. Responsibilities include maintaining prospect and customer files, answering phones, preparing proposals and presentations, entering data into agency systems, processing billing requests, maintaining office supplies, and ensuring data accuracy. The role requires strong communication, organization, prioritization, typing, teamwork, and Microsoft Office skills.

Provides customer service and administrative support to commercial insurance producers and service teams. Responsibilities include handling calls, preparing proposals and renewal questionnaires, processing certificates and invoices, tracking policies and endorsements, maintaining agency data, distributing notices, supporting meetings and office operations, and assisting clients with account documentation. The role also supports emergency preparedness, employee engagement committees, and executive leadership as needed.

Provides financial and analytical support for employee benefits consulting projects. Responsibilities include claims utilization reporting, reserve calculations, plan design modeling, renewal pricing, RFP analysis, compliance ordinance tracking, benchmarking, trend analysis, and maintaining accurate client data. The role also provides technical support to team members and requires strong communication, organization, problem-solving, Excel, insurance licensing, and continuing education.