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Provides customer service and account support for commercial insurance clients. Responsibilities include marketing applications to carriers, obtaining quotes, negotiating coverage and commissions, reviewing policies, managing renewals, binding coverage, preparing client proposals, handling certificates and accounting inquiries, and maintaining accurate agency management system records. Requires an associate degree or equivalent experience, 2–4 years of related experience, a valid insurance license, continuing education, strong communication and customer service skills, and Microsoft Office proficiency.

Provides operational and strategic support for insurance sales enablement teams. Coordinates business development initiatives, communications, webinars, training, events, campaigns, CRM records, and reporting. Analyzes production and market data to identify growth opportunities, supports agent and agency performance, and liaises with internal teams on contracting, commissions, technology, compliance, and operations. Develops educational and promotional materials while improving enablement processes and agent experience.

Provides insurance account servicing and customer support, including marketing applications to carriers, obtaining quotes, negotiating coverage, managing renewals, reviewing policies, binding coverage, preparing client proposals, resolving accounting discrepancies, and maintaining accurate agency management system records. Supports producers and service teams while assisting with account retention, new business solicitation, certificate requests, and client and underwriter communications.

Manages employee benefits insurance accounts, including renewals, coverage analysis, marketing, negotiations, proposals, policy binding, claims coordination, accounting reconciliation, and client service. Supports larger and more complex accounts, coordinates service teams, ensures data and compliance accuracy, mentors staff, and contributes to client retention. The role requires an insurance license, strong knowledge of insurance markets, leadership abilities, and at least eight years of related experience.

Provides client service and account support for employee benefits insurance clients. Responsibilities include managing enrollment and transition materials, coordinating employee meetings and wellness programs, preparing communications, maintaining client records and reporting systems, reviewing plan documents, ensuring compliance documentation, and supporting client relationships. Requires an insurance license, continuing education, strong communication and customer service skills, organizational abilities, and proficiency with Microsoft Office.

Manages a large employee benefits book of business, leads client relationships and service teams, develops new and cross-sell opportunities, negotiates with carriers and vendors, presents renewal analyses, sells coverage, resolves client issues, and mentors staff. Requires insurance licensing, continuing education, strong communication, organization, and at least ten years of related experience.

Manages OCIP and CCIP wrap-up insurance programs, supports client accounts and producers, coordinates renewals and new business opportunities, analyzes exposures, prepares marketing specifications and proposals, reviews quotes and coverage, negotiates rates, handles client and carrier inquiries, and maintains accurate agency management system data. The role also assists with contractor interfaces, credit negotiations, presentations, and RFP responses.

Manages OCIP and CCIP wrap-up insurance programs, providing client account administration, renewal strategy, marketing support, proposals, presentations, carrier coordination, contractor interfaces, and customer service. Supports producers with business development, analyzes exposures, negotiates rates, reviews coverage, maintains agency management data, and assists with RFP responses. Requires an insurance license, continuing education, strong communication and organizational skills, and proficiency with Microsoft Office.

Consults with clients on absence and disability benefit programs, including FMLA, ADA, workers’ compensation, leave management, and return-to-work strategies. Evaluates program performance, claims data, vendors, insurers, contracts, and compliance requirements. Develops recommendations, negotiates with carriers and vendors, manages client relationships, supports business development, leads stewardship meetings, and monitors legislative and product changes. The role requires approximately five travel days per month.

Analyzes employee benefits insurance markets, develops client RFPs and proposals, solicits and evaluates carrier bids, negotiates rates and plan designs, and recommends competitive benefit solutions. Advises clients and internal teams on strategic alternatives, participates in presentations, maintains carrier relationships and market knowledge, supports benefits communication processes, and mentors colleagues.