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Perform carrier commission reconciliations, bank and premium trust account maintenance, post journal entries, process accounts payable, assist month-end close and variance analysis, and support auditors and regulatory filings for an insurance agency.

The Account Manager maintains client relationships, processes changes, educates clients about insurance policies, and cross-sells services. Strong communication and problem-solving skills are necessary.

The Commercial Lines Account Executive will generate leads, maintain client relationships, sell insurance products, and provide customer service.

The Commercial Lines Account Manager interacts with clients, promoting insurance products, providing customer service, and managing accounts.

The Regional Sales Representative is responsible for selling commercial insurance, maintaining relationships, and achieving sales goals while ensuring customer satisfaction.

The Personal Lines Account Manager services and sells personal lines insurance policies, builds relationships with clients and company personnel, and maintains a property & casualty license.

Manage the operational activities of staff and accounts in large commercial segment to achieve profitability and ensure quality standards. Responsibilities include setting performance goals, coordinating account strategies, maintaining client relationships, and overseeing staff performance and department education.

Manage and service assigned personal insurance accounts: review coverages, prepare quotes and transactions, maintain agency data, develop client relationships, pursue new business from existing accounts and leads, handle premium collections, and keep current on industry trends.

Provide front-desk reception and administrative support for a commercial insurance agency. Coordinate vendors and carrier meetings, process commercial lines tasks and Certificates of Insurance (using AMS360), manage office supplies, plan internal events, assist with basic bookkeeping and reporting, and support agency staff with ad hoc commercial client tasks while maintaining confidentiality.

The Account Manager services commercial insurance policies, builds customer relationships, responds to inquiries, and manages accounts and proposals, all while maintaining technical knowledge of insurance.