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Support client managers by maintaining account and policy data in EPIC, processing renewals/endorsements/cancellations, generating standard client/carrier communications, producing proofs and invoices, and creating/assigning EPIC activities while following established workflows.

Lead client strategy, service, and renewals for complex commercial P&C accounts. Consult on coverage, perform gap and risk analyses, develop growth strategies, use data analytics for recommendations, coordinate placements with underwriting, prepare proposals and binders, and deliver client service plans and strategy meetings.

Manage personal lines client service and renewals, evaluate exposures and quotes, recommend coverage, obtain and review binders, transact billing, maintain account data in EPIC, process endorsements/cancellations, and produce standard client/carrier communications.

Manage personal lines client relationships and renewals independently: evaluate exposures, obtain comparative quotes, make coverage recommendations, transact billing, bind coverage, review contracts and documents, and pursue cross-sell opportunities while maintaining accurate account records.

Support client managers by maintaining accounts in EPIC, processing renewals/endorsements/cancellations, producing standard client/carrier communications, generating proofs and invoices, and managing document organization and policy checklists.

Manage personal lines client relationships including renewals, risk evaluation, coverage recommendations, quoting with comparative raters, binding policies, agency billing, contract review, and policy administration while driving cross-sell opportunities and maintaining accurate account data.

Lead client service for personal lines accounts: evaluate exposures, manage renewals and quotes, make coverage recommendations, bind policies, transact billing, review contracts, and grow accounts while maintaining accurate records in EPIC.

Support day-to-day management of middle-market and large commercial accounts: maintain policy and contact records in EPIC, summarize loss history and expiring exposures, draft proposals and reports, prepare premium billing allocations, review carrier invoices, coordinate audits, process cancellations/non-renewals, and assist with endorsements and proofs under senior team guidance.

Identify, prospect, cultivate, and close new commercial clients using World’s platform. Use HubSpot to track sales activities, collaborate with marketing, and cross-sell commercial lines, personal lines, employee benefits, retirement, payroll, and HR outsourcing solutions.

Lead client service for personal lines accounts, manage renewals and remarketing, evaluate exposures, recommend coverage, obtain quotes via rater tools, bind policies, handle billing and contract review, maintain policy records in EPIC, and drive cross-sell opportunities.