Teams at Hummel Group Inc

Manage and retain personal-lines client accounts by supporting Account Executives and Risk Advisors: analyze coverage, request renewals, prepare proposals, recommend coverages, update policies, refer services, provide customer service, and meet clients and underwriters offsite.

Manages commercial client relationships, retention, renewals, and new business opportunities. Coordinates with Risk Advisors and Account Managers on carrier marketing, negotiations, proposals, and risk management strategies. Identifies upselling and cross-selling opportunities, supports claims when needed, mentors colleagues, completes training, and maintains agency procedures and client service standards.

Provide day-to-day servicing and retention for existing commercial insurance clients alongside a Risk Advisor. Process renewals, certificates, policy changes, generate quotes, remarket programs, identify exposures, facilitate coverage reviews, and document client activity using AMS360 and ImageRight. Mentor junior staff and support cross-selling and renewal workflows.