The Executive Assistant will manage executive calendars, coordinate strategic initiatives, and facilitate communication across leadership teams. They will also prepare reports, presentations, and meeting materials to support effective decision-making and operational efficiency.
The Executive Assistant will manage complex calendars, coordinate meetings, and handle travel arrangements to support senior leadership. They will also draft communications, manage confidential information, and assist with project tracking and presentation development.
The Client Service Representative will manage client inquiries and provide support within the insurance services framework. This role involves maintaining high standards of service to ensure client satisfaction and retention.
Manage a commercial lines book of business by assessing risk, evaluating coverage needs, and maintaining strong client relationships. Collaborate with producers, underwriters, and carriers to identify growth opportunities and ensure seamless policy administration.
Manage the full renewal process for commercial insurance accounts, including marketing strategy, carrier coordination, and client guidance. Partner with producers to support retention and new business development while ensuring high-quality client service.
The Direct Bill Supervisor leads a team of accountants to ensure accurate recording, reconciliation, and reporting of direct bill revenue. They serve as the primary escalation point for complex issues and drive operational excellence across the agency network.
The Direct Bill Triage Accountant supports newly onboarded agencies by managing the transition of direct bill processes, including commission posting and reconciliation. They act as a primary resource for resolving conversion-related issues and provide training on agency management systems and standardized procedures.
The Account Manager will manage day-to-day service needs for a personal lines book of business, including policy changes, billing inquiries, and coverage guidance. They will also build and maintain strong relationships with clients, carriers, and internal partners to ensure high-quality service and account retention.
The Commercial Lines Account Manager serves as the primary service contact for clients, managing day-to-day policy servicing, endorsements, and renewals. They collaborate with producers and carriers to ensure accurate coverage, identify growth opportunities, and maintain strong client relationships.
The Enrollment Specialist educates employees on benefit plans and guides them through the enrollment process using designated platforms. They also troubleshoot technical issues and provide professional, empathetic support to ensure accurate and efficient benefit selections.
The Change Practitioner will lead the execution of change management plans, including stakeholder engagement, communications, and adoption tracking for various initiatives. They are responsible for identifying adoption risks, managing resistance, and ensuring that organizational changes are effectively implemented and sustained.
Manage a book of mid-to-large group employee benefits clients by providing strategic consultation, proactive service, and expert guidance on plan design. Lead annual renewal processes, analyze financial data for self-funded arrangements, and ensure compliance with ERISA regulations.
The Retirement Plan Manager will lead day-to-day administration and service delivery for various retirement plans while serving as the primary point of contact for clients. They will also coordinate client meetings, deliver participant education, and ensure plan compliance through effective collaboration with internal and external stakeholders.
The Manager, Carrier Download will lead the strategy and execution of carrier data integration into the Agency Management System to ensure accuracy and operational efficiency. They will partner with cross-functional teams to optimize workflows, improve data quality, and implement scalable processes across the enterprise.
