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Oversee insurance agency operations, culture, staff performance, budgets, risk management, and compliance. Lead training, motivation, customer service, sales growth, client retention, community engagement, and carrier relationships. Support proposals, presentations, pre-underwriting, coverage analysis, reporting, and policy reviews while developing local business opportunities and maintaining strong connections among clients, agents, and carriers.

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.

Supports account managers by providing customer and carrier service, processing insurance transactions, handling policy changes, cancellations, reinstatements, renewals, and documentation. Prepares summaries and proposals, communicates quotes, updates records in EPIC, processes mail and faxes, and escalates requests appropriately. The role requires obtaining a Maine Property and Casualty insurance license within 90 days and completing onboarding training.

Supports Commercial Lines Account Managers by providing customer and carrier service, processing policy transactions, handling calls and correspondence, maintaining records in EPIC, preparing proposals, communicating quotes, and assisting with workflow improvements. The role requires obtaining a Maine Property and Casualty insurance license within 90 days and completing company onboarding and training.

Manages commercial insurance accounts by servicing clients, processing policy changes, preparing new business and renewal applications, coordinating with producers, carriers, and accounting, reviewing renewals, processing invoices, documenting activity in EPIC, and supporting customer retention and new business development.

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.

Support Personal Lines Account Managers by processing policy transactions, preparing quotes and proposals, managing communications with clients and carriers, maintaining EPIC records, handling billing and ID card requests, and delivering excellent customer service while obtaining required state P&C license.

Provide personalized wealth-management advice to clients, solicit and write new business, maintain licenses and compliance, meet sales goals, mentor staff, and use financial software to manage client relationships and portfolios.

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.