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Manage a book of commercial P&C business, providing service to clients and supporting producers in account growth and retention.

The Personal Lines Processor is responsible for processing insurance documents, providing administrative support to Producers and Account Managers, and ensuring transaction accuracy.

Account Managers service policies for commercial customers, maintain relationships, respond to inquiries, manage quotes, and handle complex accounts with a focus on customer service.

Generate commercial insurance leads and sales, assess client needs, recommend coverage, calculate premiums, prepare documentation, provide ongoing customer service, resolve complaints, and meet brokerage revenue goals.

Provide service and account management for personal insurance clients: review coverage, prepare quotes and applications, maintain agency management data, develop relationships and new business from assigned leads, handle transactions and premium collections, and support departmental production and profit objectives.