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• Processes applications, policies, endorsements, binders, certificates during non-renewal periods.
• Assists clients with policy coverage, exclusions, questions; services accounts with Producers' oversight.
• Conducts renewal process, exposure analysis, market comparisons, negotiates premiums, prepares proposals.

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Fueled by capable, committed people, EPIC has over 3,000 employees nationwide and is headquartered in San Francisco, founded in 2007. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.

• Support the development and execution of benefits strategy for assigned clients.
• Collaborate with Producers and internal teams to deliver high-quality service and strategic consulting.
• Participate in carrier negotiations and renewals to deliver competitive and comprehensive benefits solutions.

Trucordia is building the next great insurance brokerage with an unrivaled combination of people, tools, and solutions. Ranked as one of the fastest-growing companies in the U.S., they have more than 5,000 team members across 200 offices.

• Manage client relationships and develop team service strategy to meet client needs, acting as the primary point of contact.
• Prepare for, plan, and conduct client meetings independently, focusing on strategic risk identification and program design.
• Perform contract reviews, manage new business RFPs, and participate in prospecting activities to identify and close new business.

Newfront is a modern insurance brokerage transforming the industry with technology and expertise. They are committed to hiring diverse talent and supporting an inclusive workplace environment.

• Manage enrollment processing, research, and resolve eligibility and enrollment issues.
• Review plan documents and benefit attributes for accuracy and manage them within the internal system.
• Process carrier and client contact changes with carriers and update all internal systems and client facing contact sheets.

Newfront is a modern insurance brokerage, transforming the industry with innovative technology and expertise. They are committed to fostering a diverse and inclusive workplace where employees can grow and contribute to the company's success.

• Meet client needs by collaborating across business functions and following through on outstanding items.
• Track internal performance to confirm client expectations are consistently met while maintaining accurate client records.
• Research issues, access necessary resources, and escalate to appropriate internal experts for comprehensive resolution.

Personify Health created a personalized health platform, bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together. Our team is on a mission to empower people to lead healthier lives.

• Converse virtually with clients, weaving financial strategies that empower.
• Cultivate client bonds that stand the test of time.
• Ride the crest of industry trends, fortifying your knowledge.

We are a third-party recruiter helping teams find qualified candidates to enter financial services on a part-time basis. We foster a fun, energetic, and positive team environment.

• Manage a portfolio of claim clients and enhance client relationships by resolving process issues.
• Conduct annual reviews of administrators to ensure compliance with company requirements.
• Prepare monthly reporting packages, including inventory reporting and referral analysis.

Crum & Forster’s Accident & Health division (A&H) offers specialty insurance and reinsurance products nationwide. They focus on product development and creative distribution methods, along with excellent client service and support.

• Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long term value creation.
• Build and maintain trusted advisor relationships with consultants, agency service teams and senior level employer stakeholders.
• Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience.

ParetoHealth helps small and medium-sized businesses fight the rising cost of employee health benefits by reducing risks in self-insurance and delivering significant savings. They are a united team transforming employee health benefits and measure success by the good that comes from affordable healthcare.

• Lead the company's transition to self-funded health insurance, including planning and risk analysis.
• Own the US benefits budget, forecast costs, and analyze variances.
• Manage the company's 401(k) plan and ensure compliance with regulations.

The Adaptavist Group combines teamwork, technology, and processes to help businesses improve. They are experts in delivering enterprise software and solutions across technology ecosystems and have a flexible, remote-first culture and family-friendly policies.

• Generate new leads and build a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts.
• Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their commercial insurance needs.
• Coordinate with Account managers to present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.

Trucordia is built on wildly successful businesses to create the next great insurance brokerage. They offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for employees, clients and stakeholders. With more than 5,000 team members across 200 offices across the country, they have been ranked as one of the fastest-growing companies in the U.S. for three consecutive years.

• Responsible for client satisfaction, maintaining client communication, and the overall management of client relationships.
• Serves as the primary management contact and client liaison during delivery of solutions.
• Identifies areas where continuous improvements can be applied.

Dark Matter Technologies delivers a range of solutions, and maintains contact with clients at an executive level. The company recognizes the importance of diversity and inclusion, and aims to create an inclusive work environment for all employees.

• Own the profitable renewal of assigned clients including strategy development, internal resource coordination, and external negotiation.
• Build and maintain trusted peer-level relationships with national and regional benefits consultants and brokers.
• Directly supervise SAEs and AEs; set clear expectations, provide regular coaching, and conduct performance evaluations.

VytlOne is an independent, fully integrated total pharmacy solutions partner. They offer hospitals, health systems, health centers, and employer partners a smarter way to unlock revenue, growth, and better outcomes. They have over 1,600 passionate professionals.

• Serve as a key customer-facing contact for Network IMO agents, providing proactive communication and first-class support to drive production and growth.
• Manage onboarding, training, and relationship cultivation for new and existing agents, collaborating across departments to resolve issues and escalate as needed.
• Support Account Growth Manager and VP by monitoring business inventory, reporting data, and attending events to strengthen distribution relationships.

Banner Life Insurance Company is a forward-thinking insurer committed to delivering cutting-edge solutions for customers, clients, and communities, with a focus on long-term progress. The company fosters a culture built on meaningful impact, offers career development and comprehensive benefits, and values diversity and wellbeing.

• Actively engages with Benefits Administration system to complete new and renewing account installation.
• Provides assistance to internal and external clients with basic BenAdmin Q&A, reports, troubleshooting and data questions.
• Consistently achieves or exceeds established SLA expectations on individual performance.

CRC Benefits is an industry leading provider of benefits services, with a culture focused on inclusion, trust, collaboration, and innovation. The company has earned a Top Workplaces USA award three years in a row based solely on employee feedback, valuing employees and encouraging growth.

• Converse virtually with clients, weaving financial strategies that empower.
• Cultivate client bonds that stand the test of time.
• Work alongside a dynamic remote team where collaboration is the heartbeat of success.

Global Elite Empire Consultants connects clients with personalized benefits solutions. They offer a virtual, team-oriented environment with rapid growth opportunities and comprehensive training.

• Own and manage Gravie's national broker account relationships, serving as the primary point of contact.
• Develop and execute national account plans driving growth across Gravie's Level-Funded (Comfort) and ICHRA product lines.
• Build executive-level relationships with decision-makers at national brokerage firms and benefits consultants.

Gravie's mission is to create health benefits that actually benefit small and midsize businesses and their employees. They are a diverse group of unique people who have developed innovative benefit solutions and services which they deliver themselves. They tend to be non-hierarchical, merit-driven, opinionated but kind people who thrive working in a high-performance, fast-paced environment.

• Speak with interested clients and walk them through simple benefit options.
• Help clients get set up with their chosen plans.
• Work remotely with flexible hours and no cold calling or micromanagement.

Global Elite Empire Consultants helps clients who have already requested information about their benefit options. The company offers a remote work environment with flexible hours and performance-based income, providing training and mentorship for its team.

• Processes client’s payrolls and maintains client folders.
• Responds to client inquiries via telephone and email regarding payroll and benefits administration.
• Coordinates benefits plans including enrollments, invoice reconciliation, and terminations.

Hilb Group is a Top 25 middle-market independent insurance broker founded in 2009. They offer expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals throughout the nation.

• Build and maintain strong client relationships.
• Conduct consultative conversations to understand client needs.
• Simplify complex information into accessible guidance.

Jobgether is a company that connects job seekers with employers through an AI-powered matching process. They focus on fairness, objectivity, and speed in the hiring process.

• Manage ongoing client relationships and ensure the delivery of value-added solutions.
• Coordinate with various internal teams to enhance client experience and support.
• Ensure service agreements are not only met but exceeded.

Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.