Teams at United 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.

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.

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.