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The Commercial Lines Account Manager is responsible for managing a book of business, analyzing customer insurance needs, executing contracts, and ensuring accuracy in account management and renewals.

The Credit Analyst supports commercial banking by analyzing financial health and credit data of customers, making lending recommendations, and preparing financial analyses and reports.

The Personal Lines Assistant supports Account Managers with processing new and renewal policies, ensuring accuracy, and may perform online rating functions. Responsibilities include communication with supervisors about discrepancies and assisting with special projects.

The Employee Benefits Account Manager services a book of business, handles renewal and new business, and provides customer support. Responsibilities include organizing enrollments, processing paperwork, resolving accounting discrepancies, and maintaining positive relationships with clients.

Manage SBA loan accounting and servicing: book loans into Horizon, service loans via Etran, post payments and disbursements, process modifications and payoffs, produce reports and correspondence, handle lien releases, answer customer inquiries, and support special projects.

Support account managers and producers by processing new, renewal, endorsement, and audit transactions; verify policy accuracy versus EPIC; perform quoting/rating upon licensure; assist with special projects, mailings, and submissions.