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Provide administrative support to Personal Lines Account Managers by processing client data for new and renewal business, assisting with quotes, endorsements, invoices/payments, certificates of insurance, MVRs, issuing ID cards, entering data into the EPIC agency system, and delivering daily client service.

The Personal Lines Account Executive manages client accounts by marketing new coverage, processing renewals, handling claims, and identifying coverage gaps using technology.

Manage daily servicing of personal lines insurance clients including new business quoting, renewals, endorsements, policy changes, retention, client communication, and problem resolution. Participate in sales and marketing efforts and maintain client relationships while ensuring compliance with agency standards.

Manage personal lines insurance accounts including new business quoting, renewals, endorsements, client service, retention, and policy maintenance. Interact with clients, analyze client information, resolve issues, participate in sales/marketing, and ensure agency service standards and compliance.

Support producers in developing and servicing commercial insurance accounts: market new and renewal business, analyze client exposures, prepare proposals and applications, negotiate placements, handle endorsements and coverage questions, and maintain client and carrier relationships.

Support producers by marketing new and renewal commercial lines accounts, analyze exposures, prepare proposals and applications, place coverage with carriers, service endorsements, and maintain strong client and carrier relationships.

Oversee commercial lines operations including policy processing, endorsements, renewals, and cancellations. Drive process improvements, automation, compliance, reporting, and team development while collaborating with underwriting, claims, IT, compliance, and sales to ensure high service levels and customer satisfaction.

The Commercial Lines Account Coordinator services clients by processing new and renewal business, providing creative insurance solutions, and handling client interactions.

Manage commercial insurance accounts by developing retention and marketing strategies, preparing renewals and proposals, coordinating with carriers and producers, servicing endorsements, analyzing client data, and acting as a primary client contact to place and maintain coverage.