Job Listings

- Retain current clients. - Annually design and execute an individual business / sales plan. - Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members. - Help client make more informed decisions with respect to risk treatment options. - Lead the marketing effort. - Responsible for Client Accounts Receivables. - Adhere to all Parker, Smith & Feek systems and procedures, including active participation in Parker, Smith & Feek’s commitment to quality management and control (PAR). - Achieve significant level of expertise and remain current. - Accept responsibility for final product and service to client.  - Develop business partnerships with underwriters which have a high level of integrity, trust, honesty, and creativity. - Proactively assist team members in their career development as well as be available to help all others in their development. - Network within the community and centers of influence in order to recognize and maximize business opportunities. - Understand and adhere to core values philosophy. - Other projects upon management’s request. #LI-JS1

- Responsible for assigned book of business amounting to $800k in revenue - Process renewals and incidental new business, cancellations and policy changes - Responsible for accuracy of your work product and that of others assisting you - Maintain and be responsible for expiration log and renewal list - Market renewal policies, as requested by Producer - Provide Producer with accurate new and renewal proposals, coverage summaries and client check lists for presentation to clients - Check policy coverages, changes and amendments for accuracy and relevance - Respond to or refer insured's and underwriter's questions or requests - Input/amend client policy, coverage, premium and billing information into computer system and keep current at all times - Verify commission schedules with carrier and accounting department for each account - Assist Producer and Client in the reconciliation of client accounts, as necessary - Maintain Applied computer system documentation as required by the Employee Benefits Department - Maintain and be responsible for upkeep of client technology tools - Generate client open enrollment materials and conduct open enrollment meetings, as needed - Present marketing results and strategies with decision makers - Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required - Pursue a program for personal and professional development, including educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language, and other classes as recommended by leaders

Account Executives work closely with Producers in closing new business while leading an account service team that provides the best overall benefits solutions and consultation for our clients. The AE continually seeks ways to improve their knowledge of the industry to maintain a level of expertise for the team and clients.   - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Client Management - Leads both long- and short-term strategic consultation and planning efforts for client benefit programs - Ensures programs and plan design are in alignment with all applicable regulatory requirements - Utilizes intermediate knowledge of actuarial concepts and underwriting practices to analyze claims data and provide applied explanation to the client and internal team - Directs the service teams’ work assignments related to project management, claims escalation and resolution, and plan analysis/reporting - Carrier and Vendor Relationships - Develops strong carrier and vendor relationships to support and leads negotiation and advocacy during client coverage placement and renewal process, utilizing department peers and/or leadership as necessary - Coordinates with internal subject matter experts and practice leaders to bring current and emerging markets and products and brings solutions to the table that are aligned with clients’ stated goals through a commitment to continuous learning - Production Partnership - Participates in finalist and/or prospect meetings in partnership with production staff as appropriate - Participates in the development of prospect requests for proposals (RFPs), providing personnel responses and other information as requested - Partners with production staff to ensure compensation received is properly executed - Internal Resource - Availability to serve as a resource for other agency benefits staff throughout the entire benefits division - Strong commitment to participation in department or agency-wide committees and special projects - People Management - May coordinate and manage the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations - Participates in the hiring process for direct reports as well as additional department hires as needed - Provides feedback to service team members, and their direct supervisors as needed, in support of on-going professional development goals, ensuring client expectations are met    

Essential job responsibilities include but are not limited to: - - Serves as the firm-wide resource for all RIA risk & compliance topics - Drives a culture of compliance across IMA Advisory Services, designing, implementing, and evolving systems and processes to identify and mitigate regulatory risks - Serves as named Chief Compliance Officer for regulated entities within IMA Advisors - Works closely with leadership of all RIA functions to ensure that systems and processes are designed with operational and compliance requirements in mind - Starts from a solution-focused posture, focusing on how to achieve business results within legal and regulatory requirements - Carefully balances a partnerly, service-minded relationship with operational staff and an independent, risk-minded stance on behalf of firm leadership - Travels to existing IMA offices as required to build relationships and support teams, and extends/expands compliance infrastructure to new markets - Selects and manages 3rd party partners to enhance compliance capabilities - Progresses role in conjunction with firm growth, and provides ongoing assessment of compliance resource requirements (i.e., largely an individual contributor on day one, potentially evolving into team leader over time) - Works collaboratively with IMA Advisors management to identify division-wide compliance opportunities and to support divisional growth - Training - Works with 3rd party partners and RIA staff to assess and deliver training programs in multimedia formats, and develops and maintains training courses and content - Onboards new advisors and teams to IMA compliance programs - Is primary resource for compliance questions - Analysis - Conducts periodic analysis of client accounts to identify potential compliance issues - Conducts departmental analysis of compliance program elements to identify problems and opportunities to improve efficiency and effectiveness - Researches and recommends new compliance program features/upgrades and coordinates resulting implementation - Reporting – Client, Advisor and Department level - Generates periodic and ad hoc compliance reports for RIA and IMA Advisors management, IMA finance, and general business decision support - Assists advisors with client-specific reports and requests - Drives business analytics on firm’s entire book of business to identify trends, concerns and opportunities

Essential job responsibilities include but are not limited to: - Serves as investment head for Private Wealth and Retirement; Supports Retirement Plan Advisors and clients; Collaborates with Syntrinsic research team on areas of common interest - Drives strategic direction of the Private Wealth investment platform - sourcing, implementing, and evolving investment options to enable Advisors to serve their clients - Primary resource for Private Wealth Advisors and service team members on all investment topics - Oversees Retirement investment lineup, leveraging 3rd party research to evolve approved list of investment options - Accountable for the creation and delivery of macro/capital market updates for Private Wealth and Retirement plan clients - Identifies, vets, selects, and manages 3rd party investment partners to support the Private Wealth business - Collaborates with Director of Operations to ensure seamless integration of Private Wealth investment options into RIA technology platforms - Supports a culture of compliance with strong investment processes and thorough documentation of investment-related decisions - Travels to existing IMA offices as required to build relationships and support teams, and extends/expands investment infrastructure to new markets - Progresses role in conjunction with firm growth, and provides ongoing assessment of operational resource requirements (i.e., largely an individual contributor on day one, potentially evolving into team leader over time) - Works collaboratively with IMA Advisors management to identify division-wide opportunities and to support growth - Training - Works with 3rd party partners and end-users to assess and deliver investment-related training programs in multimedia formats; develops and maintains investment-related training courses and content - Onboards new Private Wealth Advisors and teams to investment platform - Primary resource for investment-related questions and solutions - Acts as liaison between 3rd party partners and Advisors/service teams to facilitate and implement workable solutions to meet client investment objectives - Analysis - Conducts periodic analysis of Private Wealth and Retirement client accounts to identify potential misalignment of investment portfolios and objectives - Researches and recommends new investment platform options and coordinates resulting implementation - Continuously analyzes performance of funds/managers and adapts investment options, in collaboration with Private Wealth Advisors, to enable optimized performance - Reporting – Client, Advisor and Department level - Generates periodic and ad hoc reports on investment performance for clients, Advisors, RIA and IMA Advisors management, and general business decision support - Assists Private Wealth and Retirement teams with client-specific reports and requests related to investments - Drives business analytics on entire RIA book of business to identify trends, concerns and opportunities related to investments

  - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates. - Work closely with Medicare Advisor(s) to provide non-advice-related support to clients, including maintaining contact with clients to provide or obtain updated information, scheduling client meetings, and responding to administrative client queries. - Assist Medicare Advisor(s) with the enrollment process of Medicare Supplement/Medigap plans, Stand-Alone Part D Prescription Drug Plans or Medicare Advantage Prescription Drug Plans for clients/prospects. - Review and maintain the accuracy of client data submitted at all stages of the relationship from placement to renewal. - Support in the creation of presentations for both internal and external clients/partners including ad hoc information requests - Interact professionally and timely with clients via email, phone, and in-person

We are seeking an Account Executive to join our growing Global Property & Casualty team! This position is responsible for the design and implementation of International Programs and Controlled Master Programs and performs the review of international insurance programs and policies for adequacy, accuracy, and appropriateness.   A successful applicant will have a strong business acumen, professional, the ability to build relationships, strong problem solving skills, effectively communicate with a variety of parties and cultures, and be team-oriented. This position is eligible for remote work!   Responsibilities include, but are not limited to: - Prepare and market global renewal submissions, including gathering information and the marketing and delivery of submissions to underwriters and negotiating quotes - Prepare and deliver client facing presentations in either verbal or written format in a virtual or in person setting - Coordinate strategy meetings and participates in client account review meetings, marketing meetings, and client proposal presentations - Composing IMA and client facing documentation, presentation, and deliverables - Provide input in the development and implementation of departments policies, procedures, and follow-ups - Respond to and finalize Request for Proposals (RFPs) - Respond to inquiries, questions, and requests from internal and external sources - Research and maintain a functional understanding of international industry trends, product development, and government regulations globally - Assist Director of Global Risk and Benefits in training, mentoring of IMA associates, and department projects and initiatives - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

- Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associate - Provide quality professional service to clients in all aspects and phases of existing insurance accounts - Keep Sales Executives fully informed of all important activities on their accounts. - Monitor expiration list for client accounts and initiate renewal process. - Provide comprehensive marketing of new and renewal business and develop market strategy as required; account placement from start to finish without direct supervision. - Develop, coordinate and pull together client and insurance company presentations. - Provide accurate information to underwriters and respond to client requests. - Perform all tasks in the day-to-day servicing and maintenance of Sales Executive’s book of business in a timely, accurate and professional manner. - Check new and renewal policies for accuracy, based on proposals, applications and expiring policies. - Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures. - Participate in meetings, seminars and classes for skill and knowledge development - Effectively communicates client updates to appropriate team members - Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

- Responsible for managing a book of business consisting of mid-size fully insured and partially self-insured clients (51-500 employees) as part of a client team. This position will serve existing clients as well as prospective clients.   The ideal candidate will be an enthusiastic team player with a strong aptitude to problem solve, attention to detail, ability to prioritize work in a fast paced environment under pressure, motivated, meet deadlines and be a strong communicator. - Provide excellent client service as the primary day-to-day contact between clients, vendors and internal client teams. Provide accurate and timely responses to client issues. Work closely with members of the client service team. Build relationships with clients. - Responsible for project management of the annual client work plan to ensure client deliverables are completed timely throughout the year. - Manage client requests from inception to completion with limited direction. - Prepare materials and attend all client meetings as an active member of the client service team. Develop action items from meetings and follow through to completion. Document meetings and client decisions. - Identify client issues and trends as they surface and suggest solutions. - Manage the renewal process from start to finish including receipt and delivery of renewal, review and delivery of marketing results and plan options, vendor negotiations, client recommendations, renewal confirmations, and preparation of carrier paperwork. - Actively manage and oversee the implementation process for new benefits and carrier changes. - Prepare written communications such as open enrollment memos, renewal reports, custom employee communications, and benefit summaries. - Conduct open enrollment meetings for clients, both onsite and via webinar, to educate employees on healthcare and what’s changing. Prepare open enrollment presentations and communications to meet client needs. - Develop and maintain professional relationships with vendor partners and clients. - Provide employee advocacy services to clients including personalized and confidential eligibility, billing and claim support. - Review insurance documents, contracts and SPDs for accuracy. Provide peer review support to other team members work products. - Assist clients to comply with various federal, state and insurance company requirements including ERISA, ACA, HIPAA, COBRA, FMLA, 5500s, etc. in conjunction with client service team. - Maintain client files in compliance with PSF standards. - Actively participate in oral interviews with prospective clients.   #LI-JS1

- - Interact professionally and timely with clients via email, phone and in-person - Prepare RFP for all ASO and fully insured submissions to market - Collect, manage, and review proposals - Update marketing results into spreadsheet ensuring accuracies, to be used internally and in client presentation - Review department to assist with marketing template updates, RFP submissions, collection and management of data, along with individual review of complex marketing - Review department BOB to include review of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met, determines trends, sets expectation and provide communications internally and externally - Initiate review of all fully insured, ASO, stop Loss, plans, cost, and contract terms - Provide recommendations to Account Executive and present to client - Negotiate with carriers based on the targeted goals from Account Executive - Maintain ongoing relationship with carrier and vendor partners - Prepare and reviews benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis to include fully insured vs. self-funded analysis provided to Account Executive - Provide underwriting of all medical/Rx, dental, vision, life and disability plans and provides IBNR to client - Analyze data for inconsistencies and trends, providing recommendations to Account Executive - Provide a written and oral summary of findings to client - Build and customize reports to fit client needs - Prepare client presentation and presents in front of client - Lead client presentation of financial discussions - Train and review technical work, provide mentorship to analyst, and supports trainings within department - Support Account Executive and Producers when solicitating new business - Identify opportunities to create efficiencies and best practices - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

  - Supports and demonstrates IMA’s core values. - Values and understands the importance of diversity, equity, and inclusion among all IMA associates. - Handles escalated claim issues for all clients timely and efficiently. - Able to document all interactions with members via internal processes. - Able to participate in client meetings such as health fairs and open enrollment. - Able to develop an understanding of enrollment systems to advise employees and front-line team of proper protocols. - Able to develop an understanding of benefit policies and can educate members on how their plans work. - Assists AM team during open enrollment to answer member questions. - Works with Employee Education Lead to create employee education content flyers and presentations. - Understands HIPAA and communicates with members in compliant methods. - Interacts professionally and timely with Employee Benefits Team via email, phone, and in-person. - Monitors and prioritizes workload, taking into consideration deadlines and special instructions with strong attention to detail. - Supports Account Managers and entire team by completing tasks and activities with the ability to report on current workflow in a timely manner. - Performs special projects as assigned.

We are seeking an Account Manager to join our growing Global Property & Casualty team! This position will provide support to IMA's Global Property & Casualty Team and customers through the entire life cycle. A successful applicant must have professionalism, possess self-direction, manage client relationships, and strong communication and problem solving skills. This position is eligible for remote work!   Responsibilities include, but are not limited to: - Prepare and market global renewal submissions, including gathering information and the marketing and delivery of submissions to underwriters - Communicate binding instructions for foreign package polices, controlled master programs, employee benefits plans, and check policies for accuracy - Requests loss runs from carriers and international broker partners - Verify and reconcile accuracy of premium and commissions - Responsible for policy and information entry of reverse flow accounts for partner data systems and the creation of account comparison spreadsheets and summaries for all sold and bound coverages - Interact professionally and timely with clients via email, phone, and in-person - Respond in a timely, accurate and friendly manner to Producers, Account Executives, Account Managers and other internal associates - Support the team by participating in the completion of all duties required to complete a project and service an account - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

IMA is seeking an Account Executive to join our National Real Estate Team! This person is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues for all existing accounts. This role is eligible for remote work.   Responsibilities for this role include, but are not limited to:  - Support in winning new business and set up of new accounts - Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year - Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents - Prepare for and facilitate meetings with key IMA stakeholders and clients - Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals - Pursue mastery of the craft through on-going education and awareness of industry trends, products, and services - Develop and maintain carrier relationships - Manage a book of business greater than $1.3 million in revenue - 50% + book of business focused on large/complex accounts. Play a lead role with large/complex accounts, based on primary industry levels - 10% + of time is spent supporting producers in winning new business - Identify with client’s priorities then create a vision for their insurance program with alignment to their risk management goals, and understand client’s business philosophy - Structure a strong, long-term partnership with assigned clients - Offer client and internal team management and coaching as appropriate - Work closely with internal ancillary teams to ensure client and company success - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

We are seeking an experienced Full Stack Software Developer with an emphasis on Azure native application development to join our team. You will be part of a team responsible for designing, developing, and implementing software solutions utilizing Microsoft .Net and Azure API technologies. You will be a key member of the development team, working collaboratively to deliver high-quality software products that meet our clients' needs.   Key Responsibilities: - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates. - Design, develop, and maintain software solutions for the Azure Cloud. - Work with cross-functional teams to define software requirements and create technical designs that meet those requirements. - Develop and maintain web-based applications. - Create and maintain web services using REST and SOAP APIs. - Develop server-side code using C#. - Write automated tests and perform manual testing to ensure software quality. - Collaborate with other developers, designers, and product owners to deliver software solutions on time and within budget. - Stay current with emerging technologies and trends and apply them to solve business problems.

IMA's Employee Benefits Team is seeking an Analyst II to join our Wichita Market team! This position plays a pivotal part in employee benefits marketing and request for proposal process, renewals, third party partnerships and consultations, and underwriting, data analysis.    Responsibilities include but are not limited to: - Prepare request for proposals (RFP) for all administrative services only (ASO) and fully insured submissions to market with direction - Collect, lead, and review proposals - Update marketing results in Excel to ensure accuracies for internal use and client presentations - Request renewals for all lines of coverage and ensure target renewal release dates are met by carriers - Review all plans, cost, and contract terms within renewal based on information provided - Provide recommendations and work closely with Account Executives in discussions with carriers - Establish relationships with carrier and vendor partners - Conduct analysis of benchmarking, contributions, network disruption, and GeoAssess and lead outsourcing and ensure reporting needs are met - Perform underwriting for dental and vision plans - Update monthly claim's report for clients and provide summary of findings - Build custom financial and utilization reports when needed - Maintain and apply appropriate systems for job functions as determined by department - Effectively manage multiple projects while meeting timelines - Handle confidential information with tact and discretion - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion among all IMA associates

Essential job responsibilities include, but are not limited to: - Financial Tracking and Reporting: - Develop and maintain renewal pro-forma and regular performance reporting, identify and reconcile accounting differences, and prepare premium, exposure, and loss exhibits - Develop processes to track and monitor premiums, taxes, expenses, exposures and claims - Verify and validate data to assure accuracy of reports produced - State Self-Insurance Pools: Perform inhouse accounting functions, including bank and  investment accounts, preparation of checks, financial reports and reconciliation; preparation of monthly financial reports for clients and board members.  Prepare quarterly and financial reports for regulators; and liaison with financial institutions - Underwriting and Rating: - Work within established underwriting processes from Compliance and Underwriting Manager, determine the eligibility of risk, apply rating and pricing methodologies, and determine coverage terms  - Work at direction of Compliance and Underwriting Manager to be responsible for account servicing needs during the policy year including rating, quoting, binding, and issuing policies and endorsements.  - Accountable for maintaining account files including rating systems, core files and transactional files - Maintain program underwriting logs and production statistics as needed - Support and demonstrate IMA’s core values - Value and understand the importance of diversity, equity, and inclusion

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates - Provides recommendations on ways to continuously improve the IMA people experience, taking into consideration data received from new hire and exit surveys, as well as feedback across the organization - Helps design and then administers HR policies and procedures in large and/or complex markets - Responsible for building and maintaining successful relationships with leaders throughout assigned market(s), including Presidents and Executives, in order to gain understanding of business goals and opportunities for partnership - Serves as a trusted advisor to all managers and leaders throughout assigned market(s) - Researches business, market, and HR trends, continually expanding knowledge in both the business and HR - Continually monitors employment law and legal requirements for their assigned market(s) - Ensures company values are communicated and understood at all levels, provides clarity for the behaviors expected of all associates to fully engage in a mission-driven, high-performance culture - Leads risk management for all personnel issues within assigned market, working with Director of HR and Business Partnership and General Counsel as needed - Supports the Talent Acquisition team by providing insight to hiring needs and interviews candidates when requested - Helps drive engaging onboarding and transition practices throughout assigned market(s) - Prepares appropriate documentation for any promotions, salary adjustments, title changes, and transfers, ensuring data integrity and proper system/financial coding - Partners with managers on workforce planning and career development within teams - Serves as a support and resource for senior leaders regarding succession planning needs - Gives insightful guidance to managers regarding complex compensation issues, sharing data, best practices, and company philosophy as needed - Partners with managers regarding hiring needs, opens requisitions for applicable area and obtains proper approval levels throughout the organization - Mentors, leads, and/or manages HR Business Partners and/or Recruiters, providing appropriate coaching, direction, and development - Supports Corporate Benefits by keeping them informed of any medical leaves and/or accommodations needed, and answers benefit questions as needed, directing associates to Corporate Benefits for high level or complicated questions and circumstances - Supports IMA’s performance management process by engaging with associates and managers, coaches on goal creation and monitoring, providing consistent and direct feedback, and documenting performance conversations as needed - Partners with HR Talent Management to support and drive professional development and manager training and coaching - Must be present in the office in-person a minimum of 3-4 days per week in both Harrison, NY and Manhattan offices.  

  - Manages existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date - Schedules, prepares for, and facilitates presentations. Presentations may include enrollment meetings, financial education meetings, and plan reviews with the committee, etc. as requested by the plan sponsor - Works with Retirement Plan Advisor to provide strategic recommendations & implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, plan fee benchmarking, compliance oversight, and investment due diligence - Demonstrates knowledge concerning ERISA laws & guidelines for the retirement plan industry - Drives client retention by delivering annual plan reviews and initiating proactive client contact - Promotes new products and services to plan sponsors - Engages in available training and educational opportunities to stay current on the industry trends as well as internal policies and procedures - Supports and demonstrates IMA’s core values - Values and understands the importance of diversity, equity, and inclusion among all IMA associates

ESSENTIAL JOB RESPONSIBILITIES:   - Supports and demonstrates IMA’s core values   - Values and understands the importance of diversity, equity, and inclusion among all IMA associates.   - Interact professionally and timely with clients via email, phone and in-person   - MARKETING/RFPs  - Reviews department BOB to include review and preparation of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met, determines trends, sets expectation and provides communications internally and externally  - Collect,manageand review proposals   - Update marketing results into spreadsheet ensuring accuracies to be used internally and in client presentation    - RENEWALS  - Request renewals for all lines of coverage  - Responsible to ensure target renewal release dates are met by carriers  - Initial review of all plans, cost and contract terms within renewal based on criteria provided by Account Executive  - Provide recommendations to Account Executive  - PARTNERSHIP & NEGOTIATION  - Take direction from Account Executive in all negotiationswith carriers    - Build relationship with carrier and vendor partners  - UNDERWRITING & ANALYSIS  - Provide analysis of benchmarking, contributions, network disruption and GeoAssess as requested from Account Executive   - Preparation of IBNR calculations for self funded clients - Perform underwriting for dental and vision plans   - REPORTING  - Manage outsourcing and ensure reporting needs are met  - Update monthly claims report for clientsproviding written and oral summary of findings  - Build custom financial/utilization reports when needed   - PRESENTATION - Prepares client presentations and presents in from of client with provided direction from Account Executive - TRAINING & MENTORSHIP - Provides mentorship  to analyst and performs technical review of work 

Primary (Essential) Functions: - Assist producers in handling and processing of new and renewal commercial lines business. - Provide in-house customer service to clients as assigned and requested.   Major Responsibilities - Coordinate with producer (120 days before effective date) to obtain renewal and/or new business information. - Maintain marketing sheet and update in Applied Epic. - Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. (Quote business in company rating systems as needed, if necessary). - Prepare renewal and/or new business submission to carriers. Scan all policy information and loss runs into Epic and complete Loss Data & Large Loss Summary. - Check new and renewal policies for accuracy in rating, coverages, signatures, and input into Epic. - Ensure that these items are delivered and/or mailed to the client. - Scan and process endorsements, cancellations, and audits as required. - Receive and handle phone calls, emails, and faxes from clients and companies regarding coverages, certificates, or administrative problems, and comply with the request and/or refer to the producer or claims specialist only when necessary. - Must respond to all client emails and phone calls by the end of the day on date received. - Maintain an activity system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items. - Be familiar with and follow agency E&O guidelines. - Maintain electronic files in an orderly, up-to-date manner. - Perform special projects at management’s request. - Hybrid role