Top Tech Jobs & Startup Jobs in Boston, MA

Services assigned commercial insurance accounts by reviewing coverage, limits, and client needs; recommends appropriate solutions; maintains client relationships; develops new business; prepares applications, proposals, certificates, invoices, and renewal transactions; maintains agency management records; supports premium collections; and contributes to departmental production and profitability goals.

Lead and develop the small business/select function within New England's Employee Benefits team, focusing on team management, sales strategies, and operational efficiency to meet revenue objectives.

Manage retirement plan client accounts, ensuring IRS and ERISA compliance, completing compliance testing, calculating employer contributions, reconciling plan assets, preparing Form 5500 filings, supporting audits and plan transactions, and delivering required reporting and communications. Build client relationships, conduct plan reviews, address complex plan questions, and manage assigned caseloads with minimal supervision. Frequent client visitation and attainment of an ASPPA CPC designation are required.

Services assigned commercial insurance accounts while supporting Account Managers and Producers. Responsibilities include preparing coverage proposals and insurance schedules, processing certificates and premium financing quotations, coordinating policy changes and renewals, reviewing endorsements, invoicing premiums, obtaining loss reports, maintaining account records, and handling correspondence. The role also mentors Assistant Account Managers and requires commercial insurance experience, a P&C Producer’s license, Microsoft Office proficiency, and strong organizational and communication skills.

Manage and retain employee benefits clients, support producers and analysts, handle technical account management (claims, compliance, enrollment), prepare proposals and client communications, coordinate carrier implementation and employee meetings, perform claims analysis and 5500-related tasks, and support client service plans and sales initiatives.

The Marketing Executive will market commercial insurance, manage client relationships, negotiate terms with underwriters, and support business growth through strategic marketing efforts.

Manage and service assigned personal insurance accounts: review coverages, prepare quotes and applications, maintain agency management records, build client relationships, pursue new business from existing accounts and leads, and support departmental production goals.

The Producer is responsible for generating new business, servicing client accounts, and maintaining customer relationships to achieve sales objectives. Key activities include lead qualification, proposal development, and collaboration with Account Managers.

The Senior Benefit Analyst supports clients and manages the marketing process for employee benefits, ensuring accurate documentation and client services.

Service assigned commercial insurance accounts alongside Producers: analyze coverages, prepare proposals and applications, maintain account records, develop client relationships and new business, and meet departmental production goals.