United Insurance
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Agency • Insurance
Manage personal lines insurance accounts by servicing client requests, processing new business and renewals, preparing proposals, and coordinating with underwriters. Maintain client records in Epic, promote cross-selling and referrals, handle policy changes, and support agency billing. Provide consultative guidance on coverages, meet performance goals, and collaborate with internal teams to retain and grow book of business.
Agency • Insurance
Manage and service personal lines insurance accounts: retain and grow book of business, process policy changes, prepare proposals, handle client communications, coordinate with underwriters and accounting, and maintain client records in Epic.
Agency • Insurance
Manage personal lines client accounts to retain and grow business through renewals, new business placement, quotes, policy changes, and cross-selling. Handle phone/email requests, prepare applications and proposals, maintain records in Epic, coordinate with underwriters and accounting, and participate in training to meet performance goals.
Agency • Insurance
Manage commercial client relationships, service and retain accounts, process new business and renewals, prepare proposals and applications, handle policy changes, invoices and documentation in EPIC, collaborate with producers and carriers, and provide high-quality customer service.
Agency • Insurance
Support Account Managers by processing insurance transactions (cancellations, reinstatements, endorsements, renewals), handling client/carrier communications, maintaining EPIC records, preparing proposals, and delivering excellent customer service while obtaining required P&C licensing.
Agency • Insurance
Manage and service personal lines insurance accounts to retain and grow business. Serve as primary client contact, process endorsements, renewals, new business submissions, and documentation. Promote cross-selling and referrals, coordinate with underwriters and accounting, maintain client records in Epic, respond to client requests, and meet performance expectations while adhering to company policies.
Agency • Insurance
Manage personal lines insurance accounts to retain and grow business. Serve as client point of contact, process policy changes, prepare applications and renewal proposals, respond to customer calls, document activity in Epic, coordinate with underwriting and accounting, and promote cross-selling and referrals.
Agency • Insurance
Manage commercial insurance accounts to retain clients and solicit new business: process policy changes, prepare proposals, handle renewals and invoices, maintain client records in EPIC, collaborate with producers and carriers, and provide high-level customer service.
Agency • Insurance
Provide front-desk customer service and administrative support to account managers. Duties include greeting visitors, answering phones, processing payments and deposits, entering data (including QuickBooks), managing mail and supplies, updating client databases, and performing general office tasks.
Agency • Insurance
Manage commercial insurance client relationships, process policy changes, renewals, and invoices, and support new business placement. Serve as primary contact between clients, agency, and carriers, maintain detailed records in EPIC, collaborate with producers, and perform consultative servicing to retain and grow accounts.
Agency • Insurance
Lead HR for a multi-state insurance agency (18 locations, ~200 employees). Serve as strategic partner to executives; oversee talent acquisition, employee relations, compliance, compensation, benefits, performance management, training, and HR operations. Manage multi-state employment law compliance, HR team, vendor relationships, and HR metrics to support business decisions. Support organizational development, succession planning, and culture initiatives.
Agency • Insurance
Manage and service commercial lines insurance accounts: maintain client relationships, process policy changes and renewals, prepare applications and proposals, coordinate with carriers and producers, document activity in EPIC, handle invoices and loss runs, and support new business and retention efforts.
Agency • Insurance
Support Personal Lines Account Managers by processing policy transactions, preparing quotes and proposals, entering data into EPIC and rating platforms, handling client and carrier requests, and delivering excellent customer service while obtaining state P&C license.



