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Manage personal lines client accounts: maintain policy and contact data in EPIC; process renewals, endorsements, cancellations, proofs of insurance; produce standard client and carrier communications; create activities and support senior advisors following established workflows.

Lead client service and renewal messaging for larger middle market accounts, collaborate on strategy, and ensure effective client relationship management.

Leads client strategy for large market accounts, manages service plans, conducts gap analysis, and guides proposals and coverage reviews.

The Sales Advisor drives revenue by converting mid-market employers from PEO models to World Payroll and HR's services, involving consultation and transition support.

The Commercial Lines Account Executive leads client strategy and renewal messaging for large accounts, diagnosing needs and providing insurance solutions while engaging internal and external teams for optimal client outcomes.