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Provides analytical, underwriting, and technical support for employee benefits clients. Responsibilities include renewal analysis, benchmarking, contribution modeling, market analysis, claims and census data review, carrier and vendor bid coordination, bid compliance review, rate negotiations, database maintenance, and preparation of client-ready reports and presentations.

Manages small-group employee benefits client accounts, including renewals, marketing, open enrollment, claims and coverage issues, billing and eligibility audits, compliance guidance, carrier relationships, and client communications. Supports RFPs, financial reporting, plan and vendor implementations, contract reviews, benefits documentation, webinars, and Account Executive strategy. Maintains client files and coordinates deliverables across internal teams, carriers, vendors, and clients.

Manages employee benefits accounts independently, overseeing client service, renewals, eligibility, claims, billing, plan implementation, compliance notices, carrier marketing, and benefit administration systems. Analyzes plans, prepares quotes and presentations, develops benefits strategies, resolves service issues, maintains accurate records, and advises clients on industry changes. The role also mentors junior account staff, supports vendor and carrier implementations, and ensures contracts, disclosures, and legal documentation are accurate.

Supports commercial insurance account servicing, including certificates of insurance, policy changes, payments, renewals, carrier marketing, premium financing, quotes, proposals, audits, and client inquiries. Maintains accurate account documentation and system records while meeting production and service standards. Provides courteous support to insureds, carriers, underwriters, business partners, and internal account management teams.

Supports commercial insurance account management by responding to client inquiries, processing certificates and policy changes, preparing renewals, quotes, and proposals, coordinating premium financing and collections, auditing policies for accuracy, maintaining account records, and assisting with carrier marketing. The role requires meeting service and production standards while providing professional support to clients, carriers, underwriters, and internal teams.

Support Account Executives and Producers by managing benefit RFPs, analyzing claims and census data, negotiating with carriers, maintaining client databases and portals, creating templates, and assisting with open enrollment and client service issues.

Provides clerical and administrative support to the Senior and Individual Services team. Responsibilities include answering calls, preparing quotes, assisting with claims and benefits, reviewing applications, coordinating with insurance carriers, maintaining account records, scheduling client appointments, ordering ID cards, preparing provider directories, renewing policy information, and researching billing or commission issues. The contract runs from September 15, 2026, through January 2027.

Supports employee benefits account executives and advisors through quoting, RFP strategy, claims analysis, contribution modeling, benchmarking, reporting, and renewal implementation. Evaluates client benefit needs, analyzes census and claims data, coordinates carrier and vendor bids, negotiates during RFPs, resolves data issues, maintains client systems, and supports compliance with HIPAA and ACA requirements. The role also provides training and mentorship, manages workflows and deadlines, and assists with process improvements and client service issues.

The Account Manager will manage account processes, market and negotiate with carriers, prepare quotes, and ensure accuracy for client insurance policies.

Serve as primary account manager for complex commercial property accounts: manage renewals, prepare quotes/proposals, liaise with carriers, oversee enrollments/changes, resolve escalations, coordinate premium financing, and maintain accurate account files.