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Manages commercial insurance accounts through new business and renewal servicing, customer inquiries, coverage analysis, policy documentation, underwriting coordination, proposals, audits, billing follow-up, and coverage expansion. Builds relationships with commercial clients, underwriters, and internal teams; handles complex accounts; visits clients as needed; and supports Account Executives. Maintains P&C licensing and continuing education requirements.

Oversee branch operations, workflows, administrative coordination, compliance, staffing support, process improvement, and business continuity. Provide guidance to managers and employees, monitor priorities and deadlines, support onboarding and organizational changes, coordinate projects, assist with technology implementations, and maintain relationships with clients, vendors, carriers, and business partners. The role also escalates operational issues, supports leadership initiatives, and promotes accountability and continuous improvement.

Processes commercial insurance documents and download transactions, including new business, endorsements, renewals, cancellations, and reinstatements. Issues certificates, invoices transactions, audits action codes and workflow accuracy, manages suspense items, scans files into AMS360, processes mail, and orders policy changes. Provides administrative support to Producers and Account Managers while maintaining priorities and following agency procedures.

Provides reception and administrative support for the Laconia office, including greeting visitors, answering phones, processing mail and faxes, distributing materials, managing copier requests, updating form letters, maintaining files, and assisting with clerical tasks.

Manages new and renewal personal lines insurance policies for individual customers, maintaining relationships with clients, underwriters, and internal teams. Responsibilities include preparing submissions, proposals, renewal summaries, binders, coverage analyses, and policy instructions; resolving billing and audit issues; answering coverage questions; supporting account executives and CSRs; handling complex accounts; and advising clients on insurance products and coverage increases.

Provides administrative support for commercial lines insurance operations, including reviewing policy information, invoicing, data entry, receptionist backup, mail handling, and routine office tasks. Requires strong organization, communication, attention to detail, time management, customer service, and proficiency with computers, Microsoft Word, Excel, calculators, and agency automation systems.

Develops and grows commercial insurance business by prospecting, analyzing client exposures, recommending coverage, closing sales, and retaining accounts. The producer inherits an established middle-market book while building new business. Responsibilities include sales planning, client and carrier relationship management, renewals, policy and premium coordination, CRM documentation, and compliance with underwriting procedures. The role also requires ongoing professional development and collaboration with commercial lines teams.

Manage and retain an assigned Personal Lines insurance book, including marketing submissions, quote analysis, policy issuance, endorsements, renewals, coverage reviews, and client servicing. Drive upselling and cross-selling while supporting agency growth. Maintain accurate agency and document management records, coordinate with carriers, prepare proposals, and handle property and casualty policies, including flood and E&S coverage. The role requires a P&C license, strong communication, organization, multitasking, and independent work capabilities.

Manage and service commercial lines insurance accounts, including new and renewal policies. Build relationships with clients, underwriters, and internal teams; analyze coverage and policy forms; process payments; maintain accurate AMS360 records; retain and grow accounts; follow commercial workflow procedures; meet annual sales goals; and maintain required licensing and continuing education.

Manage and service commercial insurance policies and renewals, build relationships with clients and underwriters, prepare submissions, proposals and binders, handle large complex accounts, pursue payments, and assist Account Executives with underwriting and coverage analysis.