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Support commercial lines account managers by handling client inquiries, preparing certificates, processing policy changes/renewals/cancellations, gathering underwriting materials, maintaining accurate client files, ensuring regulatory and carrier compliance, and tracking renewal timelines.

Manage high-net-worth personal lines insurance accounts, including client service, coverage recommendations, quoting, policy maintenance, renewals, binding, documentation, quality assurance, and issue resolution. The role requires collaboration with producers and insurers, compliance with New York laws, strong customer communication, and accurate use of insurance systems. This is an in-office position in Uniondale, New York.

Manage clients’ personal insurance needs, including information gathering, applications, renewals, policy administration, endorsements, cancellations, and rewrites. Explain coverage options, recommend enhancements, resolve inquiries, maintain accurate electronic records, and build relationships with clients and insurance carriers. The role requires a New York personal lines license, extensive personal insurance experience, customer service skills, and proficiency with Microsoft Office and AMS.

Manage clients' personal insurance accounts end-to-end: gather information, prepare applications, market renewals, administer policies, explain coverages, maintain electronic records, process endorsements/cancellations/rewrites, and build strong client and carrier relationships in a sales-driven team environment.

The Benefits Account Manager will manage client accounts, ensuring service delivery, compliance, and support during open enrollment while coordinating with carriers and internal teams.

Serve as lead benefits consultant for large-group clients: design compliant benefit strategies, support sales producers, lead client meetings/onboarding, mentor account teams, manage annual planning, collaborate with carriers, resolve escalations, and ensure compliance, reporting, and communications.

Manage employee benefits accounts including plan design, renewals, RFPs, vendor/underwriter negotiations, benchmarking, regulatory compliance, open enrollment communications, presentations, and client advocacy to ensure service excellence and cost-effective benefit solutions.

Manage placement and marketing of high-net-worth insurance business with major carriers; configure and maintain ADP Workforce Now modules (Enhanced Benefits, Essential ACA); generate enrollment and census reports; support implementations, troubleshooting, and cross-team coordination to ensure benefits persistency and client onboarding success.

Manage clients' personal insurance needs end-to-end: gather information, prepare applications, market renewals, administer policies, explain coverages, process endorsements/cancellations, maintain electronic records, and build strong client relationships in a team-oriented sales environment.

Manage and execute national and regional corporate events: own event calendar, coordinate venues/vendors, create and distribute event content, target and engage audiences, uphold brand standards, contribute ideas, and help define KPIs to measure success.