Teams at Diversified Insurance Industries, Inc.

Serve as primary client liaison for assigned commercial lines accounts: deliver stewardship reports and renewal strategy, coordinate internal/external resources, present proposals, manage AR, ensure timely policy delivery, resolve complex account and claims issues, and drive client retention through proactive service.

Serve as the front-line receptionist: greet and assist onsite clients and guests, answer inbound calls, manage faxes, prepare reports, support client database projects, and perform general office administrative tasks to ensure smooth operations and excellent client service.

Provide client-facing commercial lines support by managing insurance documentation, renewals, invoices, endorsements, certificates, audits, and renewal timelines. Maintain data integrity in Epic, coordinate account activities, assist with marketing and retention strategies, and serve as a reliable point of contact for complex client issues and carrier interactions.