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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.

Manage a personal lines book ($225K+ revenue), serve as primary client contact, handle policy transactions, retention, claims/billing issues, prepare reviews and reports, develop cross-sell/new business, mentor junior staff, and maintain accurate account records and licensing.

The Marketing Executive is responsible for marketing commercial insurance, acquiring new business, retaining renewals, and analyzing trends in the insurance market.

Manage the lifecycle of household-goods and personal-effects claims, conducting investigations, analyzing coverage, negotiating settlements, and communicating with customers.

The Account Manager will serve Personal Lines insurance clients, manage renewals, maintain relationships, and ensure client satisfaction while overseeing junior staff.

The Account Manager oversees a book of business in commercial insurance, providing client service, managing accounts, and ensuring accurate documentation.