The Senior Project Manager will plan, execute, and close multi-channel communication projects while serving as the primary point of contact for account teams. They are responsible for managing project tasks, coordinating with third-party vendors, and delivering customized employee communication recommendations.
The associate serves as the primary point of contact for client inquiries, policy changes, and initial claims processing. They are responsible for managing premium oversight, maintaining accurate CRM data, and ensuring compliance with financial data privacy standards.
Lead implementation projects as a client-side resource and manage day-to-day tasks for successful payroll transitions. Configure system workflows, create custom reports, and provide system training to clients.
The representative will handle inbound and outbound calls to assist customers and insurance agents with loan-related insurance documentation. They are responsible for validating data, updating loan records, and ensuring timely resolution of inquiries while maintaining strict confidentiality.
The Personal Lines Inside Sales Producer is responsible for driving and closing sales opportunities by handling inbound calls and managing a large volume of accounts. They must maintain accurate records in the database, meet performance metrics, and provide professional service to individual clients.
The Account Assistant will support service staff by preparing client deliverables such as certificates of insurance, auto ID cards, and policy documents. They are also responsible for managing incoming and outgoing correspondence, data entry, and reconciling accounting reports.
The HR Specialist II provides day-to-day administrative and operational support across the employee lifecycle for multiple client accounts. Responsibilities include managing onboarding and offboarding, ensuring compliance, handling employee relations, and facilitating HRIS support.
The Account Manager is responsible for the day-to-day management of commercial client accounts, including resolving coverage issues and billing discrepancies. They also negotiate carrier coverage, identify cross-selling opportunities, and collaborate with Associate Account Managers to ensure renewal documentation is complete.
The Commercial Insurance Sales Producer will manage warm, inbound leads to sell commercial coverage solutions to small and mid-sized business owners. They are responsible for developing a personal sales pipeline, documenting client interactions in the CRM, and identifying cross-sell opportunities.
The Sales Broker is responsible for identifying customer needs, managing client inquiries, and meeting sales objectives for auto and property insurance. They will also input underwriting information, generate premium estimates, and provide product options to clients.
The Account Executive manages an assigned book of business, develops client relationships, and implements multi-year strategic plans for health and welfare programs. They act as a liaison between employers and insurance carriers while leading renewal processes and resolving complex service issues.
The Client Relationship Manager provides daily support to assigned lenders, manages service inquiries, and resolves customer complaints. They also oversee the onboarding process for new lenders and collaborate with internal teams to ensure client needs are met.
The Financial Coach conducts one-on-one sessions to help participants build healthy financial habits and create actionable plans for their goals. They also facilitate financial wellness webinars and workshops while documenting interactions in the CRM.
