Teams at Associated Agencies

Manage high-net-worth personal lines insurance accounts by reviewing renewals, identifying coverage gaps, advising clients, coordinating policy changes, remarketing accounts, and maintaining carrier relationships. The role requires a P&C Producer License, strong knowledge of high-net-worth insurance carriers and systems, excellent communication skills, and experience managing a large client book.

Leads client, employee, and carrier experience for the Group Benefits practice. Develops client journey and service strategies, standardizes onboarding through renewal, manages escalations with carriers and vendors, establishes satisfaction and retention metrics, collaborates on engagement materials, analyzes feedback, and leads the Client Services team.

Manage mid-to-large commercial property and casualty insurance accounts as the primary client contact. Responsibilities include preparing new business and renewal submissions, analyzing coverage options, negotiating with underwriters, processing policies, reviewing endorsements, maintaining client records, resolving service issues, and identifying cross-selling opportunities. The role works closely with producers, carriers, and agency personnel while managing a high-volume workload.