• Collaborate with Senior Client Manager, Risk Advisors, and insureds to create and execute marketing strategies, and submit proposals to insurance carriers for both new and renewal accounts.
• Oversee the new business and renewal process, ensuring timely follow-ups with carriers for benefit plans, rates, and contract details.
• Prepare and present proposals, negotiate terms, and handle pricing for both new and renewal business, creating detailed spreadsheets and presentations.
• Manage the BOR letter process with carriers and ensure client information is properly set up in the EPIC system.
• Establish and maintain client relationships by introducing yourself, collecting missing details, and conducting open enrollment meetings.
• Ensure smooth enrollment processes, including submission of applications to carriers, audits, and terminations within required timelines. Also, manage ongoing client interactions and provide support as needed.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.