The intern will rotate through operational functions to support MSI and LeaseTrack programs while refining training materials and internal documentation. They will also assist in analyzing operational reports, coordinating cross-functional projects, and supporting technology implementation initiatives.
The Relationship Manager serves as the primary point of contact for high-net-worth clients, delivering personalized service and technical expertise in personal lines insurance. They are responsible for managing complex risk exposures, conducting annual client reviews, and maintaining strong relationships with carrier partners.
The Client Service Specialist analyzes client data and prepares insurance-related documentation to support risk management solutions. They also assist the service team with renewal proposals, presentation materials, and processing various insurance policies and audits.
This role oversees the Risk Management team, managing staffing, training, and account assignments while handling a portfolio of complex accounts. The executive is responsible for leading brokerage services, driving renewal processes, and facilitating business expansion with existing clients.
The Senior BI Analyst designs and manages complex business intelligence solutions, including dashboards and automated reporting, to provide actionable insights. They also act as a Power BI subject matter expert, mentoring colleagues and partnering with stakeholders to solve ambiguous business problems using AI tools.
The Client Executive manages complex commercial accounts by developing strategic relationships and providing expert risk management consulting. They lead renewal processes, coordinate internal service teams, and ensure client deliverables meet high service standards.
The Senior Account Executive will lead a service team specializing in insurance placements for power and renewable energy clients. Responsibilities include managing renewal processes, conducting financial and claims analysis, and overseeing client presentations and documentation.
Generate new business and manage existing client accounts by recommending customized insurance coverage solutions. Develop opportunities through networking and referrals while maintaining strong relationships with carrier partners.
Lead the strategic direction and growth of the Family Office practice, serving as the primary authority for risk management solutions for UHNW clients. Act as a trusted advisor to executive leadership and strategic clients while influencing industry standards and carrier product development.
The Technology Product Manager owns the strategy, roadmap, and delivery of technology products supporting the insurance brokerage lifecycle. This includes leading cross-functional teams to discover user needs and delivering incremental value through Agile practices.
Manage the end-to-end insurance renewal process and day-to-day service for Middle Market and Complex accounts. Coordinate between clients, underwriters, and internal teams to ensure accurate policy issuance and coverage analysis.
Manage a variety of litigation and pre-litigation matters, focusing on restrictive covenants and E&O exposures. Provide legal guidance to management on regulatory and compliance issues while overseeing outside counsel and litigation budgets.
Handle property insurance policy changes, endorsements, and billing inquiries via Salesforce and phone calls. Partner with carriers and referral sources to advocate for clients while maintaining accurate documentation.
Lead the new business development strategy and execution across Commercial and Employee Benefit segments to achieve regional objectives. Manage the recruiting, onboarding, and development of Advisors and Sales Leaders while ensuring consistent execution of the SCORE model.
Generate new business and manage existing client accounts by recommending customized personal lines insurance solutions. Develop opportunities through networking and referrals while maintaining strong relationships with carrier partners.
The Client Executive manages a book of business by setting human capital risk strategies and overseeing the day-to-day service needs of private equity firms and their portfolio companies. This includes managing benefit renewals, vendor sourcing, and ensuring client compliance through effective project management.
Configure and maintain benefits eligibility management systems while ensuring data accuracy and managing EDI file implementations. Provide client demonstrations, conduct training, and resolve complex system issues for the Employee Benefits team.
Acts as the primary liaison between insurance carriers and clients to manage employee benefit programs, renewals, and daily service inquiries. Focuses on ensuring plan compliance, analyzing benefit trends, and driving client satisfaction and retention.
Manage and service complex commercial risk accounts to develop strategic, consultative relationships with clients. Evaluate client insurance needs and provide expert advice on coverage options and risk management services.
The Senior Client Manager leads the service team on large accounts, coordinating carrier relationships and developing placement and renewal strategies. They are responsible for performing marketing activities, managing risk maps, and mentoring new colleagues within the Construction Practice.
The Client Executive manages and services complex commercial accounts while developing and retaining consultative relationships with clients. They are responsible for leading internal renewal discussions, preparing complex market submissions, and coordinating with internal teams to ensure service standards are met.
The role involves driving strategic growth for the MGA by expanding distribution through wholesale and retail partnerships and launching new insurance programs. The leader will manage the business development team, oversee pipeline activity, and collaborate cross-functionally to bring profitable programs to market.
The Placement Director leads a team of risk placement professionals to manage the marketing, underwriting, and placement of new business accounts. They are responsible for fostering relationships with insurance carriers, driving strategic growth, and ensuring high-quality service delivery.
The Client Experience Leader is responsible for leading and mentoring a team to ensure world-class service delivery to clients. They will also manage client segmentation strategies and maintain high client retention rates.
