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Fournir le service quotidien aux assurés, gérer et documenter les dossiers clients, coordonner avec assureurs et équipe marketing pour placements et renouvellements, préparer propositions, certificats, notes de couverture et instructions de facturation, et assurer l'exactitude des polices et la facturation selon échéanciers.

Gérer le service quotidien des clients pour comptes à risques complexes, soutenir les directeurs de comptes, préparer renouvellements et nouvelles affaires, coordonner avec assureurs, assurer conformité documentaire et facturation.

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.

Lead and supervise Cash Receipts and Cash Application team, ensure timely accurate cash processing, enforce SOPs and controls, mentor staff, manage performance and recruitment, resolve escalations, improve processes, and collaborate with finance leadership to meet departmental goals.

Manage daily mail and document workflows: scan and index mail (including into EPIC), sort and route incoming mail, prepare outgoing shipments and FedEx labels, process deposits, answer and forward main line calls, support the Copy Center and front desk, maintain the office lounge, and assist with departmental mailing needs and other administrative tasks.

Serve as single point of contact for a portfolio of wealth-management advisors, managing end-to-end life insurance risk-selection files: intake, documentation, ordering and tracking requirements, coordinating vendors/insurers, maintaining file integrity, reporting, expense tracking, process improvements, and supporting handoffs. Mentor opportunities to grow into technical risk-selection work alongside senior leadership.

Build and maintain relationships with clients and local dealerships to sell and service auto insurance. Process transactions (renewals, transfers, cancellations, payments), meet sales targets, cross-sell Personal & Commercial Lines, and travel locally to dealerships. Obtain required Level 1 and 2 licenses; weekend and evening availability required.

Manage benefits service for large-group clients (100+): lead pre-renewal, renewal, enrollment, daily client support, document transactions in agency systems, advise on market and regulatory changes, and coordinate with internal account teams.

Provide high-level support for commercial lines accounts: handle certificates, policy changes, renewals, quotes, premium financing, client communications, and account documentation. Maintain accurate records, meet production standards, assist with marketing to carriers, and obtain a Property & Casualty license within six months.

Support Wealth & Retirement sales and advisors with onboarding new retirement-plan clients: prepare proposals and paperwork, schedule meetings, track onboarding tasks and transitions (recordkeeper, blackout/fund change notices), update client databases, attend onboarding meetings, and assist with other projects to ensure smooth hand-off to client servicing.