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The Personal Lines Assistant supports Account Managers with processing new and renewal policies, ensuring accuracy, and may perform online rating functions. Responsibilities include communication with supervisors about discrepancies and assisting with special projects.

The Employee Benefits Account Manager services a book of business, handles renewal and new business, and provides customer support. Responsibilities include organizing enrollments, processing paperwork, resolving accounting discrepancies, and maintaining positive relationships with clients.

Develop and manage commercial, construction, consumer, and real estate loan portfolios while meeting annual performance goals. Analyze complex financial data, prepare detailed credit memorandums, negotiate loan workouts and asset liquidations, and maintain regulatory compliance with RESPA, HMDA, and Fair Lending requirements. The role also requires cross-selling banking and cash management products, conducting outside business development calls, participating in community events, and delivering exceptional customer service.

Provide administrative support to account managers and producers for employee benefits: prepare open enrollment materials, review applications, process enrollments/terminations/changes with carriers, and maintain client data in the agency management system. Regular attendance and computer/software proficiency required.

Process new, renewal, endorsement, certificate, and audit insurance transactions accurately and timely. Verify policy coverages in EPIC, assist account managers on projects, perform rating/quoting upon licensure, and follow processing checklists.