Provide responsive client service by handling inquiries, processing policy changes and endorsements, reviewing documents for accuracy, and coordinating with clients, carriers, producers, and internal teams. Maintain complete account records, support new business setup and renewal-related service, identify coverage and sales opportunities, and collaborate with account support colleagues.
The SVP will build and lead a national Property & Casualty practice by developing strategy, industry verticals, and specialist capabilities. They will partner with regional and agency leaders to drive organic growth, improve client retention, and strengthen carrier relationships.
The Telecom Manager will lead enterprise telecommunications initiatives, including RingCentral migrations and the transition of telecom circuits across 170 independent agencies. This role involves governing vendor relationships, standardizing operational controls, and partnering with cross-functional teams to ensure reliable service delivery and cost optimization.
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.
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 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.
