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Manage and retain a book of commercial insurance business, place new and renewal policies, handle endorsements/audits/certificates, reconcile accounts, advise on coverage, analyze renewals, collaborate with producers and carriers, use AMS360 and agency systems, and mentor team members.

Manage commercial insurance accounts: prepare submissions, coordinate with producers and account executives, obtain quotes, create proposals and proposal booklets, issue certificates, endorsements, invoices, and auto ID cards, and ensure policy accuracy and client binders.

Sell commercial insurance by advising business owners on risk, recommending tailored P&C solutions, building relationships, and managing new and renewal business with agency support, training, and mentorship.

Provide inbound customer service for personal lines insurance: answer calls, process policy changes and payments, handle billing and verifications, educate clients on coverage, document interactions, use agency and carrier systems, and support account managers with administrative tasks.

Manage and grow a portfolio of personal insurance clients through cross-selling, new business development, retention, and outstanding customer service. Conduct account reviews, generate leads via outbound calls and networking, re-quote prospects, educate clients on coverage, and connect clients to basic life insurance resources.

The Personal Lines Account Manager handles inbound service and sales calls, manages customer accounts, addresses insurance inquiries, and ensures proper coverage.

As a Commercial Risk Advisor, you will use consultative sales techniques to build relationships with executives, offering risk management solutions and support.

The Personal Lines Account Manager provides customer service and sales support for personal lines, handling requests and ensuring customer satisfaction through effective communication and follow-up.

The Personal Lines Account Manager will manage customer accounts, ensure service quality, process policy changes, resolve complaints, and support sales efforts in personal lines insurance.

The Personal Risk Advisor develops client relationships, assesses personal risks, recommends tailored insurance solutions, and boosts sales through networking and community involvement.