Top Tech Jobs & Startup Jobs in Boston, MA

Manages complex commercial insurance accounts, builds client relationships, retains existing business, supports new business marketing, resolves policy and underwriting issues, prepares billings and renewals, and maintains client documentation in agency systems. The role requires a current Insurance Producer license, commercial lines experience, strong industry knowledge, customer service skills, confidentiality, and proficiency with Microsoft Office.

Manage and retain a commercial lines insurance book of business, servicing clients, resolving policy and underwriting issues, preparing renewals and proposals, processing billing and account documentation, maintaining agency management records, and supporting marketing and new business activity. The role requires client communication, account coordination, compliance with agency standards, and collaboration with producers and commercial lines leadership.

Manages mid-market commercial insurance accounts by supporting renewals, preparing submissions and coverage documentation, obtaining loss runs, coordinating certificates and proofs of insurance, and maintaining accurate agency records. Partners with Account Executives to place and grow accounts, performs quality control on policies and claims documentation, and delivers timely client service while managing multiple priorities.

Supports employee benefits consulting engagements through technical assistance, financial and data analytics, reporting, budget underwriting, RFPs, implementations, renewals, compliance reviews, client communications, and presentation development. Participates in client meetings, documents follow-ups, researches industry trends and legislation, and provides ongoing account service. Requires strong communication, organization, Microsoft Office proficiency, and a Life and Health license within 90 days.

Manage a portfolio of employee benefits clients as primary contact; lead onboarding, renewals, benchmarking, compliance, and financial reporting; develop client strategies, vendor relationships, and provide data-driven insights to retain and grow business.

Outbound and inbound Sales Development Representative responsible for prospecting, qualifying leads, setting appointments, supporting cross-sell/upsell/retention, maintaining CRM, collaborating with sales enablement and customer success, attending events, and obtaining an Insurance Producer license within 90 days.

Independently manages complex Management Liability claims, including D&O, EPL, Fiduciary Liability, Crime, and financial lines matters. Responsibilities include coverage analysis, litigation and defense counsel management, reserves, settlements, portfolio reporting, broker and carrier relationships, underwriting partnership, mentoring, compliance, and claims process improvement.

Generate new insurance business, expand the customer base, and identify cross-selling and account-rounding opportunities. Responsibilities include analyzing customer accounts, developing relationships with decision-makers, generating leads, managing lost-account win-back strategies, maintaining sales pipeline records, supporting sales campaigns, and monitoring insurance industry trends and regulations. Commercial property and casualty insurance experience is preferred, and a state insurance license is required within 90 days.

Coordinates client onboarding, PBM RFPs, procurement, market checks, audits, reporting, client transitions, issue resolution, and ongoing account relationships. Supports pharmacy benefit analysis, financial and disruption assessments, audit documentation, client communications, and retention efforts. Requires strong communication, analytical, organizational, teamwork, pharmacy and medical data knowledge, MS Office or Excel proficiency, and Tableau experience.

Manage accounting, financial reporting, regulatory filings, audits, budgets, and compliance for a portfolio of captive insurance companies. Serve as the primary accounting contact for clients, senior management, regulators, auditors, and service providers. Prepare GAAP, SAP, and modified GAAP financial statements; coordinate audits; explain financial results; and support process improvements across accounting systems. The role requires strong insurance accounting knowledge, client management, analytical skills, and the ability to manage multiple deadlines independently.