Teams at Lloyd Sadd

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.

The Associate Advisor develops new commercial insurance business, expands existing accounts, manages client insurance programs, identifies coverage gaps, and provides risk and insurance advice. The role requires building client relationships, executing sales strategies, maintaining a prospect pipeline, pursuing cross-sell opportunities, and participating in industry and community events. The advisor collaborates with internal service teams to deliver strong customer experiences and supports long-term client retention and growth.

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.