The Technical Consultant II leads all aspects of client-side implementation projects, managing day-to-day tasks for successful payroll transitions. They are responsible for configuring workflows, creating custom reports, and providing system training to ensure an excellent client experience.
The representative is responsible for the accurate data entry and processing of insurance documentation to satisfy loan requirements. They also provide customer service by answering incoming calls and making outbound calls to assist clients and agents with insurance needs.
The Sales Broker is responsible for identifying customer needs, managing client inquiries, and meeting sales objectives through the sale of auto and property insurance. They must accurately input underwriting information, generate premium estimates, and provide expert product advice to clients.
The Marketing Analyst will execute ancillary RFPs for new and renewal business while conducting thorough plan design analysis. They will also maintain CRM data, build relationships with broker and carrier partners, and support internal process improvements.
Lead the design, development, and deployment of enterprise-scale cloud-native applications using Microsoft Azure. Collaborate with cross-functional teams to implement microservices-based solutions and maintain system reliability through performance monitoring.
The Senior Production Underwriter is responsible for the profitable growth of construction insurance segments by developing relationships with retail agencies. They will analyze, price, and select risks while maintaining and expanding a profitable book of business.
The Personal Lines Inside Sales Producer is responsible for driving and closing sales opportunities by handling inbound calls and managing customer accounts. They must maintain accurate records in the database and meet key performance metrics while providing professional service to clients.
The Senior Consultant acts as a subject matter expert for leave management processes, supporting implementation and ongoing service for broker and client partners. They also monitor federal and state leave legislation while collaborating with cross-functional teams to drive continuous improvement.
The Senior Account Executive will act as the primary broker contact and internal quarterback for large group clients, managing the full service lifecycle. Responsibilities include leading renewals, overseeing sold case implementations, and resolving complex carrier escalations.
The Client Success Manager will manage client relationships to drive program adoption, engagement, and retention while leading the onboarding process. They will also collaborate with internal teams to execute engagement strategies and ensure operational excellence in service delivery.
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.
The Senior Marketing Analyst is responsible for executing ancillary RFPs for new business and renewals while serving as a subject matter expert for the team. They will analyze plan designs, maintain CRM data, and collaborate with internal and external partners to ensure timely and high-quality deliverables.
The Marketing Specialist will identify cross-sell opportunities, manage the sales pipeline, and act as a risk advisor to the Account Management team. They are responsible for analyzing underwriting information, generating quotes, and maintaining strong partnerships with insurance carriers.
The Account Manager is responsible for managing a book of commercial insurance accounts, including renewals, endorsements, and client relationship maintenance. They will negotiate coverage with carriers and identify cross-selling opportunities to expand existing client portfolios.
The Sales Broker is responsible for identifying customer needs, managing inquiries, and meeting sales objectives for auto and property insurance products. They must accurately input underwriting information, generate premium estimates, and effectively sell or cross-sell insurance policies to clients.
Develop and manage relationships with insurance brokers across the Pacific Northwest to promote employee benefits products and wholesale solutions. Identify new broker opportunities and collaborate with internal teams to deliver a high-quality broker experience.
The Team Leader is responsible for developing and supporting employees through coaching and performance reviews to ensure company goals are met. They also coordinate team activities and participate in cross-divisional process alignment to maximize efficiency and customer experience.
The Team Leader is responsible for developing staff through coaching and performance reviews while coordinating team activities to meet company goals. They also act as a technical resource for workflow and data systems and handle customer escalations.
Manage and grow a book of Management Liability accounts by providing subject matter expertise to partner agents. Responsibilities include reviewing applications, obtaining quotes from carriers, and presenting consolidated proposals to bind coverage.
The agent manages personal lines insurance policies by processing endorsement requests and maintaining account documentation. They are responsible for coordinating with underwriters and carriers to ensure timely processing of requests and accurate revenue recording.
Manage a diverse book of small to mid-size employer accounts, overseeing renewals, service requests, and day-to-day client needs. Build strong relationships with brokers and employers while identifying cross-sell opportunities and ensuring compliance with US healthcare regulations.
The Producer is responsible for managing and advancing the Brokerage division of CSRisks while achieving or exceeding budget production and EBITA projections for SPG Corporate. Key duties include acting as a liaison to insurers, marketing connections, and SPG counterparts, alongside participating in corporate marketing goals and strategic planning.
