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Supports Third Party Advisor benefits quoting by verifying quote requests, updating underwriting workflows, maintaining accurate client and sales data, processing sold quotes, coordinating implementation, generating reports, and supporting internal and external stakeholders. The role requires strong organization, communication, attention to detail, customer service, problem-solving, and Microsoft Office proficiency while meeting service-level deadlines and improving operational processes.

Provide benefits consulting and project management for medium and large clients. Design and analyze group benefit plans, assess risks and costs, negotiate renewals and carrier arrangements, support client transitions, prepare reports and presentations, manage deliverables, participate in client meetings, mentor team members, and support business development while maintaining strong client and supplier relationships.

Support underwriting by analyzing large datasets, developing and automating reporting, enhancing pricing and quoting tools, performing claims and pricing analysis, preparing renewal packages, and collaborating with carriers, brokers and internal teams to support underwriting decisions and sales initiatives.

Drive new business and book qualified meetings through cold calling, lead generation, networking and referrals. Maintain relationships with prospects and decision makers, assess group insurance plans, meet call-volume and performance metrics, and represent People Corporation. Maintain product knowledge, pursue continuing education on benefits and legislation, collaborate across teams, and identify creative lead-generation opportunities to achieve sales targets.

Prepare, inventory, package, label, and document client files for secure off‑site storage with Iron Mountain. Maintain tracking logs, coordinate transfers, and handle confidential information with attention to detail and professionalism.

Drive new personal-lines insurance sales through prospecting, cold calling, door-knocking and networking. Qualify leads, prepare and present proposals, negotiate and close policies, and manage client relationships using CRM and sales automation tools. Work with internal account management for renewals and build a recurring book of business.

Lead and manage the group benefits underwriting team to evaluate risk, set competitive premiums, ensure compliance, and improve processes. Collaborate with carriers, sales, brokers, and internal teams, use data analytics to monitor performance, train staff, and support client presentations while driving client relationships and business opportunities.

Manage a commercial book of business: support producers and carriers, run renewals, prepare submissions, handle endorsements/certificates and client inquiries, mentor producers, and build carrier relationships to retain and grow accounts.

Drive new commercial insurance business by developing sales strategies, building relationships with unions, contractors and owners, designing tailored commercial insurance solutions, collaborating with service teams, maintaining pipeline, meeting sales targets, and representing the brokerage at industry and union events.

Drive new business and manage a portfolio of group benefits clients through strategic consulting, plan design, pricing, renewals, benchmarking, and client service. Develop new accounts via prospecting, negotiate renewals, mentor internal teams, and maintain supplier relations while ensuring revenue, client retention, and compliance with benefits legislation.