Provide timely service to personal-lines clients: process applications, policy changes, endorsements, renewals, billing, claims intake, and certificates. Update and document accounts in Applied EPIC, notify producers of issues, pursue cross-sell/up-sell opportunities, and support special projects while following carrier and agency procedures to minimize E&O exposure.

8-month Strategic Account Manager (SAM) training program preparing candidates for Account Manager roles. Learn credit underwriting, account management, dealer relationship building, analytics, and issue resolution. After training, manage dealer territory, support programs and incentives, liaise with internal teams, analyze dealer data, and travel within assigned territory. Requires travel, weekend availability during onboarding, relocation after training, and a valid driver's license.