Jobs at Lloyd Sadd

Manages servicing and support for high-net-worth personal insurance clients, including renewals, documentation, billing, coverage analysis, client relationships, underwriting negotiations, and account growth. Partners with advisors, account assistants, commercial producers, and insurers to deliver exceptional service, maintain accurate workflows, and retain and expand the PCS book of business.

Manages a commercial insurance client portfolio, provides client service, analyzes coverage and risk exposures, prepares documentation and billing, supports marketing and renewals, and coaches Account Assistants. The role requires commercial insurance expertise, a Level II license or equivalent, strong communication and analytical skills, customer focus, mentorship ability, and proficiency with Microsoft Office and EPIC.

The Venture Advisor supports small and medium-sized business clients by managing insurance accounts, reviewing coverage and risks, negotiating with underwriters, maintaining documentation, supporting renewals and retention, and building long-term client relationships. The role requires accurate EPIC workflow management, collaboration with advisors and coordinators, knowledge of insurance products, and ongoing professional development.

Manage and grow a commercial insurance book of business by advising clients, negotiating coverage and terms, analyzing risks, servicing accounts, and ensuring accurate billing and workflows. Mentor and coach account staff, delegate work, maintain client relationships, support new business and marketing activities, and collaborate with senior advisors to meet client needs and service timelines.

Manages and services commercial insurance accounts, communicates with clients, processes new business, renewals, endorsements, billing, claims information, and premium finance transactions. The role assists with renewals, verifies document accuracy, follows EPIC workflows, and supports producers in maintaining and expanding client relationships. Strong organization, attention to detail, client service, and workflow management are essential.

Supports group benefits operations through data management, reporting, error investigation, record maintenance, custom account reporting, database automation, and special projects. Provides client service, collaborates with sales and operations teams, negotiates with the market, and manages competing priorities while maintaining accuracy and quality.

Provides centralized administrative support to insurance production and service teams. Processes new business, renewals, endorsements, claims updates, workflows, follow-ups, account servicing, and invoicing in EPIC while maintaining accurate documentation and strong client relationships.