• Serve as the first point of contact for clients, providing prompt and professional service. • Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. • Assist with gathering underwriting information and preparing submission materials. • Maintain strong carrier relationships to secure competitive quotes and solutions for clients. • Ensure the successful renewal and retention of accounts through proactive service and relationship management. • Maintain accurate and up-to-date records in the AMS360 agency management system. • Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. • Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

• Build and maintain strong client relationships, offering comprehensive support to the client, with no initially assigned clients, while serving as a key point of contact. • Understand client needs and offer tailored solutions. • Collaborate internally to develop strategies for increased engagement. • Communicate with clients regularly through various channels, including meetings and reports. • Act as the client’s advocate, ensuring their needs are met and issues are resolved proactively. • Occasionally, present “pitch” deck presentations to potential clients. • Assist Client Development with prospective client presentations and communications. • Forecast intervention needs by utilizing data and reporting. • Complete administrative work by onboarding clients into customer relationship management system (CRM), building out client profiles and ensuring data in the CRM system is accurate and complete. • Contribute to a positive, supportive, and collaborative team environment. • Perform other duties as assigned to support client satisfaction and business growth.

• Drive the success of one of Maple's primary revenue segments, balancing revenue growth and margin with long-term partner success and satisfaction • Lead and develop a team of individual contributors through coaching, feedback and high accountability, building their confidence to handle complex partner scenarios with minimal guidance • Coach in the moment by shadowing partner calls, sitting in on key meetings and running real-time coaching to raise the bar on how the team shows up, especially through complex, non-standard renewal cycles • Represent Maple in strategic partner engagements and high-stakes escalations in both English and French, supported by leadership where needed, and keep alignment strong with operational stakeholders across the portfolio • Execute and improve the workflows that shape your team's day-to-day—solving for partner experience, operational performance and revenue impact • Bring the voice of the partner and patient into the business, pairing feedback with deep segment and industry knowledge to inform forward-looking team decisions and Business Development strategy • Support Client Success leadership on cross-functional work with Marketing, Data, Finance and Operations—bringing your team's insights into the conversation and translating decisions back to the team.

Role Description Primarily focused on providing technical expertise in the sale, placement, and service of employee benefits. This position will work closely with the Client to provide strategic guidance, partnering as the daily go-to benefits professional. - Builds and maintains effective business relationships with clients through proactive client service. - Effective management of renewals. - Accurate and timely responses to inquiries. - Ongoing problem resolution. - Lead contact and day-to-day administrator responsible for assigned clients. - Analyzes and interprets plan rules to ensure compliance with plan documents and summary plan descriptions (SPD). - Manages special projects as needed. - Contributes to policy and benefit plan development through review, analysis, and improvement recommendations. - Maintains an ongoing effort to determine and maintain equity with current benefit trends and legislated requirements and programs. - Serves as technical or functional expert. - May provide guidance to lower level staff, but has no formal supervisory responsibility. Qualifications - Required: Bachelor's degree and 5 years related experience. - Understanding of the key challenges in employee benefit plans and current health care trends. - Excellent client relationship-building and presentation skills. - Preferred: 2-3 years brokerage/agency experience. Requirements - Ability to coordinate multiple projects while ensuring timely and accurate client deliverables. - Effective problem solving and resolution skills. - Strong organizational, project planning and management, analytical, and multi-tasking skills. Benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. - Medical/dental/vision plans, which start from day one! - Life and accident insurance. - 401(K) and Roth options. - Tax-advantaged accounts (HSA, FSA). - Educational expense reimbursement. - Paid parental leave. - Digital mental health services (Talkspace). - Flexible work hours (availability varies by office and job function). - Training programs. - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing. - Charitable matching gift program. - And more...