Manage a portfolio of commercial insurance accounts and renewals while serving as the primary client contact. Responsibilities include preparing proposals, endorsements, certificates, and policy documents; answering coverage and billing questions; coordinating with insurance carriers; resolving service and claims issues; documenting client interactions; maintaining accurate agency management system records; preparing management reports; and supporting team activities and continuing education.

Manage and grow a dedicated book of middle-market commercial insurance clients through service, renewals, cross-selling, and new business quoting. Act as liaison with carriers, resolve claims and billing issues, maintain agency management systems, meet retention targets, and produce management reports while supporting team collaboration and compliance.