The Sales Development Representative generates and qualifies leads, sets appointments for the sales team, and collaborates with marketing to enhance lead generation strategies. The role requires proactive outreach through calls and emails, maintaining CRM records, and reporting on lead activities.

The Account Manager services commercial client accounts, manages renewals, processes policies, and ensures excellent customer relations while maintaining compliance and accuracy.

Assist Account Managers in servicing commercial lines clients, handling renewals, managing communications, and ensuring customer satisfaction while performing administrative tasks.

The Commercial Sales Advisor is responsible for generating prospects, providing insurance solutions, and supporting clients. The role involves creating prospect lists, identifying insurance needs, and maintaining client relationships with a focus on new business success in niche markets.