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Provide administrative and client-facing support within an insurance agency: manage carrier website tasks, issue certificates, update agency management system, assist renewals, prepare correspondence, follow workflows, participate in training, improve processes, and support Account Managers to deliver strong client experiences.

Manage mid-to-large commercial insurance accounts ($35k+), handling policy administration, renewals, endorsements, certificates, claims support, and client communications. Work with Risk Advisors and underwriters on quotes and proposals, use Applied Epic and MS Office for documentation, support team members, ensure compliance, and engage in ongoing professional development.

Sell and service large commercial property & casualty accounts by prospecting, building pipelines, developing tailored risk strategies, managing the sales cycle, coordinating with carriers and internal teams, and retaining profitable client relationships. Maintain CRM data, participate in renewal strategy, represent the agency at industry events, and use technology and AI to improve efficiency and client experience.

Sell and manage a portfolio of high-net-worth personal lines clients: prospect, present bespoke insurance and risk strategies, retain clients, collaborate with carriers and internal teams, ensure compliance, and use agency systems and AI tools to drive service and growth.

Drive new business and expand large commercial P&C client relationships by prospecting, developing tailored risk strategies, leading sales from proposal to close, coordinating with carriers and internal teams, managing renewals and retention, and maintaining accurate CRM and agency system records.

Sell and manage large commercial P&C accounts by prospecting, developing tailored risk and insurance solutions, leading sales from pitch to close, coordinating with carriers and internal teams, maintaining CRM and renewal strategies, and growing a profitable book of business while representing the agency at industry events.

Identify and cultivate large commercial accounts, build a sales pipeline, develop tailored risk and insurance solutions, lead prospecting-to-close sales activities, coordinate with carriers and internal teams, manage renewals and client retention, and represent the agency at industry events.