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Manages an employee benefits book of business, client relationships, renewals, carrier negotiations, coverage recommendations, service teams, and new business opportunities. Serves as the primary client contact, leads renewal presentations and RFP responses, resolves benefit and claims issues, manages vendor relationships, supports cross-selling, and ensures accurate agency system data and fee reconciliation.

Leads small-group benefits account management, overseeing renewals, client relationships, policy and coverage accuracy, carrier negotiations, implementations, escalated service issues, and team operations. Trains and mentors Account Managers, supports producer-led business development, manages vendor and office relationships, coordinates with corporate departments, and ensures accurate reporting, billing reconciliation, licensing compliance, and high-quality client service.

Supports producers and account managers with new business, renewals, and daily employee benefits account services. Responsibilities include preparing census files, processing individual and group applications, drafting correspondence, responding to client and carrier inquiries, coordinating resources, maintaining accurate agency management system data, and providing exceptional customer service. The role requires strong communication, organization, problem-solving, teamwork, and Microsoft Office skills.

Manages an employee benefits insurance book of business, client relationships, renewals, new business development, carrier negotiations, coverage analysis, and service teams. Serves as the primary client contact, presents renewal recommendations, sells additional coverage, resolves benefit and claims issues, manages vendor relationships, supports RFPs, and ensures accurate agency system data and fee collection.

Supports employee benefits account renewals, marketing, underwriting coordination, financial reporting, provider network comparisons, and utilization analysis. Partners with account teams, carriers, and vendors to gather information, evaluate plan options, prepare renewal summaries, manage deadlines, validate responses, and support client maintenance projects. Maintains accurate agency management system data and may review team members’ work for completeness.

Manages relationships and service delivery for a mid-market employee benefits book of business. Responsibilities include client retention, RFP and market analysis, proposal and renewal support, coverage review, open enrollment meetings, carrier negotiations, implementations, claims reporting, escalated issue resolution, new business support, fee collection, and maintaining accurate agency system data.

Manages a large employee benefits book of business, oversees service teams, maintains client relationships, develops new and cross-sell opportunities, negotiates with carriers and vendors, presents renewal analyses, resolves complex coverage issues, and supports sales, renewals, and client retention. Ensures accurate agency-system data, fee collection, contract review, and compliance with insurance licensing and continuing education requirements.

Leads employee benefits underwriting, pricing, and analysis projects; manages underwriting and analyst teams; develops customized models and client reports; analyzes carrier renewal calculations; coordinates carriers, consultants, and vendors; supports RFPs and presentations; oversees training, reporting accuracy, project timelines, and regulatory compliance.

Serves as the primary operational liaison among producers, carrier partners, and employer groups. Supports new business quoting, implementations, enrollments, renewals, proposal preparation, employee education, carrier administration, and service issue resolution. Maintains broker and client relationships, provides training on carrier products and enrollment tools, coordinates escalations, and supports retention and growth of General Agency business.

Supports daily office, facilities, and workplace operations. Responsibilities include high-volume print production, supply ordering, vendor coordination, building access and badge administration, facility issue resolution, office readiness, equipment maintenance, new-hire setup, mail and package distribution, visitor assistance, events, and general administrative support.