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Develop and manage a personal lines book of business by generating prospects, building client and carrier relationships, and delivering tailored insurance solutions. Use technology to streamline service, provide proactive outreach, and stay current on industry products and trends. Grow client relationships through strong communication, problem-solving, and collaboration with internal teams.

Provide client-focused account management for business insurance clients: build relationships with clients and carriers, maintain accurate files, review accounts, process applications and coverage changes, pursue product knowledge growth, and represent the firm in the community to support retention and service excellence.

Manage client relationships for business insurance accounts, ensure retention and accurate documentation, evaluate accounts, submit applications, update coverage, coordinate with carriers/underwriters, and represent TRICOR in the community while pursuing ongoing product learning.