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Lead national Commercial Lines operations as a subject-matter expert, driving workflow standardization, process optimization, workforce planning, M&A integration, and systems optimization (EPIC). Partner with regional/divisional leaders to improve efficiency, quality, and client service, perform root-cause analysis, implement scalable solutions, and lead change initiatives to enhance operational performance across the agency.

Manage a book of personal-lines business including renewals, remarketing, invoicing, endorsements, and claims assistance. Serve as primary client contact, collaborate with underwriters and sales, monitor reports, delegate to account associates, and mentor team members to ensure service, accuracy, and performance standards.

Manage an assigned commercial insurance book (general, construction, contractors). Lead the account team; handle customer service, policy administration, renewals, billing, claims, and accounts receivable. Prepare submissions, negotiate coverages, maintain agency and carrier systems, ensure data accuracy and timely activity completion, and drive continuous improvement while upholding company values.

Manage a book of bond/surety accounts: ensure retention, handle policy administration, billing, claims, renewals, client meetings, bid bonds, and underwriter relationships. Lead account team, maintain systems and AR, negotiate coverages, and deliver high-quality customer service and compliance.

Support Producers and EB team by managing an assigned book of business, delivering client service, directing Account Coordinators, administering policies and renewals, managing data and audits, identifying sales opportunities, ensuring compliance, and promoting team development and IOA values.

Provide administrative and customer-service support for commercial insurance accounts (construction/contractors/property). Process endorsements, audits, cancellations, certificates, binders, billing reconciliations, submissions, proposals, and online rating. Maintain accurate agency data, monitor task completion and performance, communicate workload status, ensure compliance, promote team culture, and pursue continuous improvement and professional development.

Manage client service and communication for personal lines insurance accounts: quote and bind policies, handle renewals, invoicing, claims assistance, underwriting collaboration, reporting, and mentor account associates while ensuring service, accuracy, and performance standards.

Provide administrative and customer service support to account teams and producers for commercial lines. Manage policy documents, endorsements, renewals, submissions, account receivables, system data, and client communications while supporting underwriting, contract review, and process improvements.

Manage client service and communications for personal lines insurance: quote and bind policies, handle renewals, invoicing, claims assistance, reporting, and underwriter collaboration. Maintain books of business, mentor account associates, ensure service standards, and support sales teams to protect clients and grow accounts.

Support account team with administrative and client-service tasks for commercial insurance accounts, including policy processing, billing reconciliation, data entry, document preparation, and activity monitoring. Maintain agency systems, ensure quality and compliance, communicate workload/status, and contribute to continuous improvement and team culture.