• Maintain a comprehensive and up-to-date understanding of our entire suite of medical and ancillary portfolio products, including COBRA, HIPPA, and ACA • Oversee and manage all facets of insurance products and services for an assigned book of business with multiple clients ranging from 2-25 employees enrolled • Developing new business opportunities; building and managing long-term relationships with one or more existing/potential major clients within the assigned territory • Analyzing business needs, loss experience and other factors with key customers to regularly adjust products, services and terms received and address customer needs • Communicating effectively with and coordinating the efforts of key underwriting, administration, loss control and claims staff in support of one or more major clients. • Maintaining a database for a full range of company products, services, target markets and underwriting priorities; ensuring all related practices are consistent with organizational policies and processes