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Manages complex commercial insurance accounts, including daily client service, renewals, remarketing, quote analysis, negotiations, policy binding, and account documentation. Leads client meetings, provides insurance strategy and technical guidance, mentors associates, supports training, assists sales staff, and contributes to cross-selling and client retention. Requires strong knowledge of property and casualty insurance, policy forms, endorsements, and account management.

Manages day-to-day client service for a property and casualty insurance book of business. Supports account executives with renewals, onboarding, client interactions, marketing submissions, carrier negotiations, quote and policy reviews, proposals, certificates, endorsements, premium allocations, contract reviews, and coverage discrepancy resolution. Maintains accurate account data, coordinates with internal teams, builds client and underwriter relationships, and may travel up to 20%.

Manages strategic mid-to-large, high-revenue client accounts, providing consultative benefits strategy and advanced lifecycle management. Oversees contract negotiations, escalated issue resolution, program optimization, budgets, and ROI models. Partners with Producers on business development, maintains carrier relationships, and mentors Client Managers and peers. Requires strong knowledge of self-insurance, compliance, funding strategies, and regulatory changes.

Provides administrative and client service support for commercial insurance accounts. Duties include issuing coverage documents, processing endorsements, cancellations, audits, reinstatements, billing transactions, policy changes, carrier communications, and maintaining accurate files. The representative supports clients, carriers, and internal teams; assists with training; handles data entry and correspondence; and maintains licensing and continuing education requirements.

Manages commercial insurance renewals and complex client accounts, including policy reviews, coverage analysis, loss analysis, program design, marketing strategies, proposals, and underwriter negotiations. Supports new business development, maintains client and carrier relationships, leads internal and client meetings, oversees account data, and manages a $900,000–$2 million book of business. Requires insurance expertise, leadership, communication, delegation, technical knowledge, MS Office proficiency, and an insurance designation.

Manages a commercial insurance book of business, supports producers with account servicing and remarketing, coordinates renewals, and liaises with clients and carriers. Responsibilities include gathering underwriting information, negotiating service items, preparing proposals and coverage comparisons, issuing documentation, reviewing policies, processing billing transactions, resolving account issues, maintaining records, and identifying cross-selling opportunities. The role requires strong communication, organization, insurance expertise, and a Florida 2-20 license.

Leads complex enterprise employee benefits accounts, serving as a trusted executive advisor and subject matter expert. Oversees high-revenue books of business, develops client and prospect strategies, builds carrier and client relationships, shapes benefits strategy, and mentors staff. Requires an active Life and Health license, 8+ years of relevant experience, advanced Excel skills, and expertise in self-funding, captives, and alternative funding models.

Manages day-to-day commercial insurance client requests, renewals, onboarding, carrier negotiations, proposals, policy processing, certificates, endorsements, premium allocations, contract reviews, and coverage discrepancies. Partners with Account Executives on client interactions, technical analysis, program design, and new business. Maintains account data in AMS, coordinates with internal centers of excellence, and builds client and underwriter relationships.

Prospects, qualifies, and closes new commercial insurance accounts within targeted industries. Conducts needs reviews, coordinates internal resources, leads proposal presentations, closes sales, identifies cross-selling opportunities, maintains Salesforce records, and supports client retention. Requires strong B2B sales performance, insurance industry knowledge, applicable insurance licenses, and proficiency with Microsoft Office.

Manages employee benefits accounts, leads renewals and coverage negotiations, advises clients on benefit strategies and compliance, oversees service teams, delivers presentations and enrollment education, analyzes claims data, manages carrier and vendor relationships, and maintains accurate client documentation. Requires a Florida 2-15 Life and Health license, relevant agency experience, strong communication and business acumen, advanced Microsoft Office skills, and the ability to manage complex client needs.