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Manage personal lines accounts, ensuring service quality, accuracy in billing and policy checks, and client relationship management for high net worth individuals.

Manage and service middle-market commercial insurance accounts, identify coverage gaps and growth opportunities, prepare and present proposals, negotiate with carriers, handle policy documentation and certificates, maintain client relationships, and support marketing and renewal activities.

As an Insurance Advisor, you will provide auto insurance coverage, assist customers, maintain documentation, and ensure compliance with regulations.

The Senior Commercial Lines Account Manager oversees client relationships, manages a portfolio of accounts, meets sales targets, and mentors junior staff while delivering tailored insurance solutions.

Manage and grow an existing book of insurance and investment clients while cultivating new relationships. Provide financial planning and risk-management advice, analyze client needs, complete applications, execute transactions, and recommend strategies to grow portfolios. Maintain compliance and stay current on industry products and regulations.

Lead pre-close commercial insurance due diligence for private equity and M&A transactions. Manage multiple engagements, analyze P&C and specialty coverage, prepare written reports for deal teams, coordinate subject-matter experts, engage target company executives, review financials and risk programs, and support ongoing client relationships.

Manage a book of commercial insurance accounts, support producers on client service, renewals, and transactions, resolve carrier/client issues, retain and grow business, mentor junior staff, and ensure accurate agency system records.

Manage a book of commercial insurance accounts, deliver client service, coordinate with producers and carriers, prepare transactions and reports, perform risk and market analysis, support renewals, identify cross-sell opportunities, mentor junior staff, and maintain accurate account records and agency systems.

Manage a book of personal lines insurance accounts, ensuring client retention, servicing policy changes, resolving claims/billing issues, negotiating with carriers, supporting producers, identifying cross-sell opportunities, and developing business from existing accounts while maintaining accurate agency records.

Manage a book of high-net-worth personal insurance accounts: oversee transactions, client service, renewals, underwriting negotiations, claims/billing troubleshooting, retention, cross-selling, and support producers to grow private client business.