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The Account Manager retains client accounts, provides technical support, maintains policy retention, and assists with insurance coverage changes, ensuring outstanding service and accuracy.

The Risk Advisor is responsible for developing new business relationships, maintaining client relationships, analyzing insurance needs, and achieving sales goals.

The Risk Advisor is responsible for developing new client relationships and maintaining current ones, achieving sales goals, and preparing insurance proposals.

Provide day-to-day servicing and retention for existing commercial insurance clients alongside a Risk Advisor. Process renewals, certificates, policy changes, generate quotes, remarket programs, identify exposures, facilitate coverage reviews, and document client activity using AMS360 and ImageRight. Mentor junior staff and support cross-selling and renewal workflows.