Manage an established commercial insurance book of business and serve as the primary client contact. Handle policy changes, certificates, billing inquiries, claims reporting, endorsements, renewals, and records. Review coverage for accuracy, assess risk exposures, recommend solutions, collaborate with carriers, and support new business through submissions, quotes, proposals, and presentations.

Collect applicant information for future openings; maintain candidate pool and contact qualified applicants when relevant positions become available. General open application for multiple roles within the agency.