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Serve as primary client contact for commercial insurance accounts: service renewals, new business, coverage analysis, carrier quote review, proposals, and client education. Support Risk Advisors, maintain carrier relationships, ensure retention, and manage high volumes of account tasks while maintaining regulatory compliance and professional licensing.

Generate new commercial insurance business through prospecting and outreach; analyze client insurance needs; sell and refer across departments; build and maintain client and carrier relationships; meet sales pipeline and monthly goals; maintain records and regulatory compliance; obtain and keep a property & casualty license; travel as needed.

Serve as primary client contact for commercial insurance accounts: service renewals and new business, analyze markets and carrier quotes, prepare proposals, support Risk Advisors, manage high volumes of account work, maintain carrier relationships, enter activities into systems, and maintain required licensing and professional development.

Manage small business commercial accounts as primary client contact: provide insurance advice, handle claims/billing, develop risk-mitigation solutions, maintain carrier relationships, track tasks in company systems, collect receivables, follow regulations, and pursue professional development.

Sell employee benefits by prospecting, converting prospects, and maintaining client relationships. Analyze client insurance needs, develop solutions, meet sales targets, collaborate across departments, maintain carrier relationships, track activities in company systems, comply with regulations, and travel as needed.

Manage and service small business commercial insurance accounts as primary client contact. Advise on coverage, handle billing, claims, carrier relationships, enter activity in company systems, monitor tasks, and support account receivables while maintaining regulatory compliance and professional development.

Provide day-to-day service for commercial lines clients by processing certificates, endorsements, policy changes, audits, cancellations, and reinstatements; enter client activity into systems; build carrier and client relationships; support renewals, quote comparisons, and remarketing; progressively co-manage a book of business while participating in training and professional development.

Support Commercial Lines account management by processing policy tasks, certificates, endorsements, audits, and client requests. Participate in training, maintain documentation, build carrier relationships, co-manage a book of business, prepare renewal comparisons and proposals, assist in remarketing, and communicate coverage and policy options to clients under supervision while progressing through phased responsibilities.

Act as primary contact for commercial clients, support sales by evaluating and managing accounts, analyze markets and carrier quotes, prepare proposals, process new business/renewals/cancellations, maintain carrier relationships, ensure client retention, enter activity into systems, comply with regulations, and pursue licensing and professional development.