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Manage client relationships for personal lines insurance: advise on coverage and risk, bind coverage, handle renewals and remarketing, prepare proposals and policy documents, assist with claims, conduct audits, and adopt proprietary AI tools to improve service and retention.

Manage client relationships for commercial insurance accounts: advise on coverage and risk, prepare proposals and bind coverage, oversee renewals and audits, assist with claims, produce policy documents and certificates, and adopt technology including proprietary AI to improve service and retention.