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Manages an established flexible benefits client portfolio, overseeing renewals, plan documentation, compliance, billing, claims, audits, and client satisfaction. Provides strategic plan recommendations, coordinates with internal teams and brokers, delivers client training, mentors staff, and supports retention and revenue goals. Requires benefits knowledge, account management, regulatory awareness, strong communication, organizational skills, and a Life, Health & Accident license or the ability to obtain one within 90 days.

Provides compliance and regulatory support for insurance operations, including carrier and intermediary approvals, contracting, service agreements, producer agreements, business associate and nondisclosure agreements, surplus lines taxes, insurance licenses, carrier appointments, and market conduct matters. The role also involves client relationships, negotiation, problem resolution, team guidance, and occasional overnight travel.

As a Private Client Advisor, you'll provide tailored insurance solutions to high net worth clients, ensuring exceptional service and managing complex risks.

Serve as senior account manager for a public-entity P&C insurance program: educate and support members and brokers, manage renewals and prospect applications, deliver in-person meetings and conference presentations, produce coverage comparisons and stewardship reports, coordinate risk management and ERM implementation, visit members, and promote program value. Role requires frequent travel and strong client-service, communication, and insurance coverage expertise.

Provide operational guidance to retail insurance teams and vendors, manage projects to improve efficiency and client service, support agency operations, and drive process excellence across the McGriff Specialty team.