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Manage personal lines client service and renewals: evaluate exposures, obtain and review quotes, recommend coverage, bind policies, maintain account records in EPIC, process endorsements/cancellations, and support client communications and portal training.

Build and maintain data pipelines and integrations, develop SQL/Python analytics and BI dashboards, ensure data integrity, perform deep-dive financial analyses, and partner with finance, operations, and advisors to deliver actionable insights supporting forecasting, reporting, and business decisions.

Serve as primary service contact for commercial clients: evaluate exposures, obtain and negotiate quotes, create carrier submissions, process renewals/endorsements/cancellations, maintain accurate account and policy data in EPIC, review contracts and binding documents, produce client/carrier communications, and advise on coverage and program design.

Serve as primary service contact for a book of commercial clients, manage renewals, endorsements, and carrier submissions, evaluate exposures and obtain quotes, bind coverage, maintain account data in EPIC, and provide client-focused risk and coverage recommendations.

Lead client service and account management for commercial P&C accounts: prepare service plans, perform coverage gap analysis, coordinate placements and renewals, document binders, manage policy endorsements/audits, and support stewardship and client communications. Use EPIC and billing tools to maintain account data and summaries.

Manage client service and renewals, make coverage recommendations, and maintain client relationships while ensuring accurate documentation in EPIC.

The Client Manager leads client service activities including evaluating exposures, making coverage recommendations, and processing renewals while maintaining client relationships and documentation standards in EPIC.

The Sales Executive is responsible for acquiring and managing new commercial clients, leveraging insurance and risk management solutions through effective sales tactics and HubSpot.

The Sales Executive identifies and closes new commercial clients, utilizing a broad range of risk management solutions and maintaining strong client relationships.

The Sales Executive focuses on identifying and closing new commercial clients, particularly high-net-worth individuals and private client accounts, while leveraging extensive resources and marketing support.