The Senior Account Manager oversees the strategy, service, retention, and growth of executive life and disability accounts. They serve as the primary relationship manager, leading client lifecycles and mentoring the service team to ensure operational excellence.
The Salesforce Enablement Lead is responsible for driving user readiness, adoption, and engagement across Salesforce platforms through training, documentation, and communication. This role also manages the enablement workstream for new agency onboarding, coordinating project plans and providing post-launch support.
Provide comprehensive relationship management support to Retirement Plan Advisors regarding 401(k) plan design, administration, and compliance. Act as a trusted point of contact for clients while ensuring all plan records and regulatory filings are accurate and compliant.
The assistant manages the intake, tracking, and organization of underwriting materials, medical documentation, and financial records to support timely underwriting decisions. They also facilitate cross-functional workflows, process premium payments, and identify high-dollar claims for internal review.
The Account Manager is responsible for the day-to-day management, marketing, and renewal of a complex book of business focused on habitational risks. They partner with producers and service teams to ensure accurate policy execution, client service, and strong carrier relationships.
