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Provide daily service for personal lines accounts: process quotes, policies, endorsements, certificates, renewals, and claims; respond to clients; maintain records in agency management system (Applied Systems/EPIC); support producers and coverage plans; collect renewal data and stay current with underwriting and licensing requirements.

Manage a book of high-net-worth personal lines clients: conduct annual reviews, assess exposures, recommend and negotiate coverage changes with carriers, coordinate with producers, monitor carrier performance, maintain account records (EPIC), and provide consultative client service and risk management.

Manage new business and renewal placement processes for mid-to-large commercial insurance accounts: conduct exposure and financial analysis, develop market strategies, prepare submissions and proposals, negotiate coverage and alternative risk financing, maintain carrier relationships, and collaborate with client advisors and account teams to deliver tailored placement solutions.

Manage client surety bond needs by coordinating with clients and surety carriers, preparing bond documents, processing billing, maintaining electronic files (SuretyWave/Applied Epic), and delivering customer service and deadline-driven administration.

Manage workers' compensation claims for assigned clients: report claims to carriers, enter and document claims in Applied Epic, coordinate carrier and insured communications, prepare loss summaries, advocate on reserving and evaluations, and maintain client relationships while ensuring timely claim resolution and compliance with agency standards.

The Office Coordinator will manage daily administrative tasks including phone management, supply procurement, equipment maintenance, mail handling, event planning, guest relations, and new hire onboarding.

Manage policy maintenance and servicing for mid-size to large commercial insurance accounts. Drive retention and renewals, perform account reviews, coordinate claims, monitor carriers, collaborate on marketing/quoting, up-sell coverages, maintain client records and licensing, mentor junior staff, and support cross-selling and referral generation.

Manage and grow a portfolio of commercial clients by delivering tailored insurance and fintech solutions. Conduct needs assessments, prepare proposals, negotiate with carriers, bind coverage, and support underwriting and claims. Cross-sell products, meet sales targets, maintain compliance and licensing, and act as a technical expert while collaborating with client advisors and account managers to ensure exceptional client service.

The Surety Bond Account Manager assists clients with their bond needs, maintaining files, preparing bonds, and liaising with clients and surety companies.

Sell commercial insurance by building and converting a qualified pipeline, developing strategic growth plans, using CRM and AI tools, managing client relationships, collaborating with service teams, and providing market/competitive insights to meet revenue targets.