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Supports Commercial Account Managers by processing client service requests, endorsements, claims, billing inquiries, certificates, audits, cancellations, and reinstatements. Assists with policy renewals by gathering requirements, preparing draft presentations and emails, obtaining finance agreements, and submitting workers’ compensation marketing materials. Performs policy checks, issues certificates through EPIC and CSR24, obtains quotes, documents activities, and follows up with carriers and clients.

Manages policy maintenance and day-to-day client service for commercial insurance accounts, primarily condominiums and HOAs. Partners with client advisors to review risks, market and quote coverage, prepare proposals, manage claims and endorsements, conduct account reviews, and support retention and renewal goals. Identifies cross-selling opportunities, maintains accurate records, communicates with clients and carriers, and monitors carrier performance. May coach junior team members and lead meetings or initiatives.

Manage and service an assigned employee benefits book of business, including preparing new and renewal submissions, securing carrier quotes, reviewing policies and invoices, developing client action plans, negotiating pricing and agreements, and presenting proposals. The role requires strong public entity benefits expertise, client relationship management, documentation, quality control, and compliance with insurance service standards.

Manages commercial insurance accounts and serves as the primary client contact. Responsibilities include processing quotes, policies, endorsements, certificates, renewals, claims support, client correspondence, renewal data collection, coverage planning, policy review, and maintaining accurate records in Applied Systems EPIC. The role also supports insurance marketing and sales, communicates account activity to producers, maintains carrier and underwriting knowledge, and ensures licensing compliance.

Supports surplus lines regulatory and multi-state tax compliance by initiating submissions, verifying documents, maintaining confidential records, executing tax reports, and providing accurate administrative assistance. The role requires customer service, problem-solving, communication, Excel proficiency, independent work, multitasking, and overtime availability during peak periods.

Manages a high-net-worth personal lines insurance book of business, conducts annual account reviews, evaluates coverage and carrier fit, recommends risk management solutions, negotiates with carriers, monitors policy and claims handling, addresses client questions, and maintains accurate coverage records. Requires strong client relationship, communication, organization, insurance industry knowledge, and policy administration skills.

The Client Advisor drives business growth by developing client relationships, utilizing data-driven insights and technology for sales, and optimizing revenue strategies.

The Commercial Lines Client Advisor will deliver insurance strategies to medium to large companies through face-to-face meetings, focusing on reducing insurance dependency. Responsibilities include lead generation, client presentations, and maintaining sales tracking.

The Payroll Division Manager leads the sales team to achieve targets, manages client relations, and oversees recruitment and training while maintaining compliance with policies.

The Personal Lines High Net Worth Client Advisor provides high-level service to affluent clients, focusing on insurance needs and relationship building, with emphasis on sales and performance.