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Manage accounts receivable and commission payments, reconcile bank accounts and ledgers, maintain AR files and client records, resolve payment issues with clients, assist onboarding acquisition entities onto AR systems, and perform general administrative duties while improving processes.

Service assigned commercial insurance accounts alongside Producers: analyze coverages, prepare proposals and applications, maintain account records, develop client relationships and new business, and meet departmental production goals.

Support clients, producers, and account managers on new and renewal employee benefits accounts. Manage marketing processes, prepare RFPs and worksheets, obtain carrier proposals, process enrollments, review contracts and materials, maintain files, prepare Wrap/SPD documents with Compliance, and assist with client service and agency commissions.

Manage a book of commercial insurance accounts, serve as primary client liaison, handle renewals, policy transactions, carrier negotiations, retention, cross-selling, and mentor junior account staff while maintaining accurate agency system records.

Serve and manage middle-market commercial insurance accounts: evaluate coverages, prepare marketing specifications, negotiate with carriers, authorize certificates/binders, review contracts, perform loss analysis, ensure policy compliance, and maintain client relationships and renewals.

Lead service, retention, and growth for a portfolio of commercial insurance accounts. Advise clients on coverage, negotiate with carriers, resolve complex claims/coverage issues, lead renewals, mentor account team members, and develop new business while maintaining accurate agency records.

Manage day-to-day servicing of personal lines insurance clients including renewals, quotes, policy reviews, binder creation, invoicing, and client communications. Negotiate with underwriters, delegate to assistant account managers, maintain electronic records, and train team members to ensure client satisfaction and accurate policy execution.

Service assigned personal insurance accounts: review coverage, prepare quotes and applications, maintain agency management system data, build client relationships, develop new business from existing accounts, handle transactions and premium collections, and stay current on industry trends to meet departmental goals.

Lead and manage Commercial Lines operations for assigned locations, oversee staff and service of a book of business, ensure service and operational standards, coordinate hiring/onboarding/training, manage workflows, budgets, and client interactions, and drive continuous improvement of processes and team performance.

Manage a book of commercial insurance accounts, support producers on servicing, renewals, marketing and retention, negotiate with carriers, resolve complex policy/claims/billing issues, identify cross-sell and new business opportunities, maintain accurate agency systems and reports, and ensure client satisfaction and compliance with licensing.