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Manages commercial insurance accounts, including renewals, new business marketing, carrier negotiations, proposals, client service, policy administration, and account reconciliation. Supports larger accounts alongside Client Service Executives, reviews policies and experience modifications, maintains client records, mentors junior staff, and manages renewal and client service projects. Requires insurance brokerage knowledge, a California Fire and Casualty Solicitors license, strong communication skills, and proficiency with Microsoft Office.

Participates in a comprehensive insurance and risk management internship, supporting client management teams and serving clients. Completes project work, develops professional and industry skills, attends educational webinars, builds relationships with managers and mentors, and learns about insurance career opportunities. The program requires full attendance and offers exposure to industry partners and client service practices.

Manages employee health and benefits clients, serving as the primary contact for service, renewals, compliance, enrollment, funding strategies, and carrier coordination. Advises on fully insured, level-funded, and ASO plans; supports cost modeling, reporting, claims analysis, and regulatory requirements including ACA, COBRA, PCORI, Medicare Part D, and Section 125. Prepares benefit materials, coordinates vendor and carrier activities, resolves issues, and collaborates on renewal and client growth strategies.

Analyzes employee benefit programs and supports benefits-related activities. The description provides limited detail about specific responsibilities, qualifications, or required technologies.

The Client Manager II develops and manages client benefit programs, leads strategy meetings, negotiates with carriers, and ensures effective communication during Open Enrollment.

Lead development of financial and actuarial models for life and annuity M&A, reinsurance, and capital transactions. Manage actuarial due diligence, produce executive-level reports and visualizations, present findings to C-suite, support proposal and client development, mentor junior staff, and coordinate with global consulting and actuarial teams to deliver technical and strategic recommendations under tight deadlines.

The Client Manager role involves managing client relationships and ensuring customer satisfaction while possibly being involved in performance-based incentives.

Manages multi-asset investment portfolios for insurance clients, emphasizing fixed income, private markets, portfolio construction, manager selection, and liability-driven investing. Ensures alignment with insurance regulatory, capital, tax, accounting, risk, and income objectives. Leads investment committee participation, client presentations, solution design, business development, asset manager oversight, thought leadership, and mentoring. Requires deep insurance investment expertise, strong communication and leadership skills, and proficiency with Clearwater and insurance-specific analytics.

Lead annuity-focused analyses, manage product initiatives, ensure client satisfaction, and support junior staff while producing executive reports and conducting market research.

Provide client-facing support including answering inquiries, assisting account or relationship teams, processing transactions, maintaining client records, and supporting compliance and administrative tasks. May also participate in onboarding and performance-based activities.