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Manage commercial client relationships, service and retain accounts, process new business and renewals, prepare proposals and applications, handle policy changes, invoices and documentation in EPIC, collaborate with producers and carriers, and provide high-quality customer service.

Manage personal lines insurance accounts to retain and grow business. Serve as client point of contact, process policy changes, prepare applications and renewal proposals, respond to customer calls, document activity in Epic, coordinate with underwriting and accounting, and promote cross-selling and referrals.

Provide front-desk customer service and administrative support to account managers. Duties include greeting visitors, answering phones, processing payments and deposits, entering data (including QuickBooks), managing mail and supplies, updating client databases, and performing general office tasks.

Manage commercial insurance client relationships, process policy changes, renewals, and invoices, and support new business placement. Serve as primary contact between clients, agency, and carriers, maintain detailed records in EPIC, collaborate with producers, and perform consultative servicing to retain and grow accounts.