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Supports insurance producers and service teams by managing client accounts, marketing applications to carriers, obtaining quotes, negotiating coverage and commissions, handling renewals, binding coverage, reviewing policies, resolving accounting discrepancies, preparing client materials, and maintaining accurate agency management system records.

Leads producer commission accounting from contract review and data intake through calculation, payment, reconciliation, reporting, and audit support. Oversees monthly close, commission expense analysis, financial schedules, controls, process improvements, acquisition integrations, and automation. Manages and develops the accounting team while collaborating with Controllers, Producers, Sales, Legal, and senior finance leadership to resolve contract and commission issues and ensure accurate, timely financial results.

Manages employee benefits client accounts and relationships, directs service teams, develops new business and cross-sell opportunities, leads renewal sales, analyzes coverage, negotiates with carriers and vendors, resolves client issues, and ensures accurate account and billing records.

Manages assigned insurance clients and policies, supports producer-led business development, develops renewal strategies, analyzes exposures, negotiates rates, reviews coverage and quotes, prepares proposals, and coordinates client onboarding. Provides technical guidance, supports client retention, maintains accurate agency management system data, and represents the organization at client meetings and benefit fairs. The role requires an insurance license, continuing education, strong communication, customer service, problem-solving, and teamwork skills.

Manages health plan and provider client accounts, delivering strategic managed-care reinsurance consulting and relationship services. Develops reinsurance strategies, coordinates internal service teams, oversees renewals, reporting, claims support, premium and enrollment tracking, and policy implementation. Leads proposals, client meetings, business development, and renewal communications while ensuring client needs and policy requirements are addressed throughout the term.

Services and retains commercial insurance accounts by marketing applications, negotiating with carriers, reviewing coverage, managing renewals, resolving accounting issues, preparing client proposals, handling certificates, binding coverage, and maintaining accurate agency system records. Supports producers, assists with new business strategy, communicates with clients and underwriters, and ensures licensing and continuing education requirements remain current.

Leads advanced employee benefits pricing, underwriting, and financial analysis projects. Manages underwriting teams, client engagements, carrier and vendor relationships, reporting, renewal calculations, and presentations. Develops team strategy, training, and processes while mentoring staff and supporting prospecting activities. Requires strong Excel, insurance underwriting, actuarial plan value, project management, communication, and leadership skills.

Manages commercial insurance accounts by supporting renewals, developing new business, analyzing exposures, marketing coverage, negotiating rates, preparing proposals, binding policies, and addressing client service, billing, claims, and coverage needs. Provides technical guidance to staff, maintains accurate agency management system data, supports client retention, and collaborates closely with Producers and clients.

Supports pharmacy benefits consulting projects through PBM financial modeling, client deliverables, industry research, project coordination, status meetings, process improvement, and data integrity management. Collaborates with senior consultants and client teams to develop strategies and ensure timely, accurate work. Requires healthcare or related education, health insurance or consulting experience, financial acumen, analytical ability, strong communication, organization, and proficiency with Microsoft Office.