Teams at Ross & Yerger Insurance

Manage the day-to-day service of client accounts including renewals, policy changes, and educating clients about their insurance coverage. Ensure compliance with agency procedures and maintain documentation.

Evaluate commercial exposures, loss experience, and coverage needs; prepare thorough submissions to carriers; negotiate coverage and pricing; maintain marketing files and agency systems; support producers and management on research, proposals, and client meetings.

Manage client relationships by coordinating proposals, renewals, and maintaining satisfaction. Assist with marketing and business development for insurance accounts.