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Support Account Managers by processing and reviewing commercial policies, endorsements, invoices, and certificates of insurance; manage account changes and renewals, update systems, document activities, and assist clients as needed.

Assist high-net-worth personal lines account managers with policy checks, invoicing, cancellations/reinstatements, endorsements, billing inquiries, and documentation in the EPIC system; learn HNW coverages, surplus lines, and claims processes while minimizing backlog.

Provide administrative and operational support to the VP of Sales and Sales organization: manage calendar, schedule meetings and travel, prepare correspondence and reports, track expense reports via Concur, handle communications on behalf of the VP, and ensure smooth day-to-day sales operations.

Manage and grow a portfolio of commercial clients by delivering tailored insurance solutions. Support producers, coordinate with underwriters and carriers, analyze risks, lead renewals and negotiations, review contracts, and maintain strong client and carrier relationships to drive retention and account growth.

Support account managers by processing policies, endorsements, invoices, and certificates of insurance; manage renewals, system updates, and client documentation while following company and industry procedures.