Manage and retain a portfolio of Personal Lines clients through proactive communication, renewal and coverage reviews, policy servicing, cross-selling, claims coordination, and carrier collaboration. Ensure accurate documentation, compliance with agency standards, and contribute to team initiatives to support client retention and agency growth.

Manage and service a book of middle-market commercial insurance clients. Serve as primary client contact, oversee renewals, prepare submissions, review policies, negotiate with carriers, identify coverage gaps, support producers in meetings, maintain documentation, and pursue cross-sell opportunities to drive retention and growth.

Drive new business across commercial, personal, and health insurance lines by prospecting, building relationships, advising on coverage, presenting proposals, closing sales, coordinating premium collection, and supporting client service and claims resolution.