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Manage the renewal process for accounts, prepare submissions to carriers, negotiate coverage, and maintain documentation and client requests.

The Commercial Lines Client Representative processes insurance endorsements, issues certificates, prepares reports, manages client data, and assists with documentation and client discrepancies.

Manage the day-to-day service of client accounts including renewals, policy changes, and educating clients about their insurance coverage. Ensure compliance with agency procedures and maintain documentation.

Evaluate commercial exposures, loss experience, and coverage needs; prepare thorough submissions to carriers; negotiate coverage and pricing; maintain marketing files and agency systems; support producers and management on research, proposals, and client meetings.

The Associate Producer position focuses on developing consultative selling skills through pipeline management, prospect engagement, and working closely with Senior Producers to build client relationships and sales. It involves learning about the sales process while contributing to the agency's growth.

Manage client relationships by coordinating proposals, renewals, and maintaining satisfaction. Assist with marketing and business development for insurance accounts.

Manage end-to-end employee benefits marketing: prepare RFPs/RFQs, gather census/claims/RAQs, analyze carrier proposals, present findings to sales/service teams, identify markets, negotiate with carriers, maintain RFP logs, and monitor industry trends and regulations.