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Provide day-to-day client service for assigned insurance accounts: handle policy changes, renewals, claims, re-quotes, coverage reviews, and support sales agents. Maintain agency records, liaise with underwriters, identify discounts, and support client retention while staying current on insurance matters.

Prospect and win employee benefits clients, prepare tailored quotes and proposals, collaborate with account executives to onboard and review coverages, manage renewals, cultivate referral relationships, stay current on industry trends, and deliver excellent client service.

Support new personal-lines business by gathering client data, generating carrier quotes via rating systems, preparing applications and proposals, negotiating with underwriters, maintaining submission and client records, and assisting Producers and Account Managers to achieve competitive placements and strong client service.

Build, update, and maintain client benefits enrollment portals (Employee Navigator, Ease, Rippling). Configure integrations, support open enrollment, troubleshoot system issues, prepare compliance documents and employee materials, assist with ACA reporting, and maintain accurate documentation while collaborating with account managers, carriers, vendors, and clients.

Manage a portfolio of employee benefits clients, lead renewals and strategy, provide consultative guidance on plan design, compliance, and cost containment, deliver client presentations and enrollment education, mentor team members, and coordinate internal resources to ensure high-quality service and retention.

Manage a portfolio of employee benefits clients, lead renewals and open enrollment, coordinate carrier administration, prepare analyses and claims reporting, support RFPs and cross-selling, maintain records in agency/CRM systems, and provide consultative client service to improve retention and operational efficiency.

Manage a portfolio of employee benefits clients, lead renewals and open enrollment, coordinate carrier submissions and RFPs, provide benefits administration and client service, prepare renewal analyses and reports, and support account growth and retention.

Serve as primary contact for commercial insurance clients; manage renewals end-to-end, process endorsements, billing, certificates, and audits; maintain account records in Applied Epic and CORE24; coordinate with carriers on claims and quotes; support proposal preparation, renewal meetings, compliance, and client retention.

Manage a portfolio of commercial insurance accounts (habitational, GL, professional liability, workers' comp). Handle renewals, marketing, carrier submissions, endorsements, billing, policy changes, and documentation. Provide client service, communicate with carriers/underwriters, monitor service items, and identify cross-sell and growth opportunities while supporting retention and operational excellence.

Manage day-to-day service for commercial insurance accounts: handle client inquiries, renewal submissions, carrier coordination, rate accounts, prepare proposals, resolve policy/billing/claims issues, document activity, and support Sales Executives and Producers.