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Drive new business and manage client relationships for commercial property and casualty accounts. Assess client needs, deliver proposals, support claims and risk management, collaborate on negotiations, and ensure timely documentation and receivables follow-up. Work with assistants and marketing to expand business and maintain service levels.

As a Commercial Insurance Associate, you will assist with servicing commercial accounts, communicating with clients, managing documentation, and negotiating with insurers while delivering excellent customer service.

Service and manage assigned commercial insurance accounts: review coverages, prepare applications and proposals, maintain agency data, support renewals and billing, develop client relationships and new business, and collaborate with Marketing and internal teams to meet production goals.

Provide professional service and advice for Auto, Travel Health, and Personal Insurance products; identify client needs, educate clients on solutions, and promote bundling. Encourage sales, upsell and cross-sell company products while using broker management software in a fast-paced, client-focused branch environment (part-time, Rose Valley).

The Commercial Lines Support Specialist assists Client Account Managers by issuing insurance certificates, processing endorsements, managing client information, and supporting workflows.

The Client Relationship Manager will manage client relations for group benefit accounts, oversee administrative activities, and ensure client retention and satisfaction through effective communication and understanding of client needs.

The Account Director is responsible for business development, client relationship management, ensuring customer satisfaction, and achieving sales targets. Responsibilities include prospecting, evaluations, and collaborating with technical support for claims and proposals.

The Account Manager oversees client accounts, ensures accurate processing of renewals, and acts as a liaison between clients and carriers.

The Financial Analyst will file surplus lines taxes, reconcile transactions, assist with tax rates, and develop processes for surplus lines operations.

Process invoices, payments, receipts, and other transactions accurately; support insurance accounting workflows; maintain records; research routine discrepancies; collaborate with teammates; use internal systems; provide cross-team coverage and complete related accounting tasks.