Teams at The Harbin Agency Inc.

Manage and service a book of personal lines insurance clients, handle policy changes, renewals, quotes, carrier interactions, retain accounts, and maintain accurate agency records.

Sell and advise commercial insurance clients by generating leads, conducting needs assessments, providing proposals, and collaborating with underwriting and team members to service and retain clients. Maintain CRM records, pursue continuing education, and travel to meet clients.

Manage and service a book of personal lines insurance clients, handle renewals and new business quoting/onboarding, build client relationships, ensure accurate documentation, and provide excellent customer service while collaborating with team members.