Top Tech Jobs & Startup Jobs in Boston, MA

Provide technical, sales, and marketing support for the Commercial Lines Team, manage insurance processing, and ensure high-level client service.

The Personal Lines Account Manager is responsible for servicing existing clients, developing new relationships, processing insurance business, and ensuring client satisfaction through professional communication and support.

The Financial Associate evaluates clients' financial needs, develops customized plans, and cultivates client relationships while supporting business development and sales activities.

Analyze group health and life insurance contracts, develop RFPs and marketing presentations, support sales with timely strategic analyses, maintain client records, and leverage APIs and digital tools to optimize quoting and workflows.

Lead Southern California risk, actuarial, and analytics strategy for employee benefits. Serve as market-facing advisor, drive client retention and growth, oversee advanced modeling (funding, stop-loss, forecasting), lead analytics team, scale delivery, and partner with national centers of excellence to align tools and execution.

Perform onboarding and ongoing compliance oversight for Registered Investment Advisor (RIA) representatives, including U4/U5 and ADV 2B filings, monitoring Outside Business Activities, compliance testing, regulatory research, responding to inquiries, and coordinating with internal stakeholders to mitigate compliance risks.

The Account Manager oversees day-to-day operations of client accounts, communicates with clients about benefits, manages internal teams, and addresses client needs while striving for client satisfaction and business growth.

The Account Manager supports Account Executives in servicing High-Net-Worth clients by processing insurance documents, maintaining records, liaising with carriers, and responding to client inquiries.

The PEO Pricing Consultant advises PEOs on pricing decisions for new business opportunities, analyzes risk profiles, and builds relationships with client contacts while managing underwriting processes.

Manage and advise a book of employee benefits clients, lead renewals and benefits strategy, coordinate internal service teams, ensure compliance (5500 filings), grow accounts through cross-sell, and deliver proactive client communications and enrollment support.