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Manage personal lines insurance accounts including new business quoting, renewals, endorsements, client service, retention, and problem resolution. Interact with clients, analyze information, implement coverage solutions, participate in sales/marketing, and maintain agency service standards.

The Commercial Lines Account Coordinator services clients by processing new and renewal business, providing creative insurance solutions, and handling client interactions.

Manage commercial insurance accounts by developing retention and marketing strategies, preparing renewals and proposals, coordinating with carriers and producers, servicing endorsements, analyzing client data, and acting as a primary client contact to place and maintain coverage.

The Commercial Lines Manager oversees operations of the commercial insurance team, ensuring effective client service, revenue growth, and team development while maintaining high service standards.

Provide administrative support to Personal Lines Account Managers by processing client data for new and renewal business, assisting with quotes, endorsements, invoices/payments, certificates of insurance, MVRs, issuing ID cards, entering data into the EPIC agency system, and delivering daily client service.

Support producers in developing and servicing commercial insurance accounts, market new and renewal business, analyze exposures, prepare proposals and applications, negotiate placements with carriers, and provide ongoing client and carrier service and endorsements.

Responsible for supporting producers in marketing and servicing commercial lines accounts while providing exceptional client service and developing relationships.

The Personal Lines Account Executive manages client accounts by marketing new coverage, processing renewals, handling claims, and identifying coverage gaps using technology.

Support producers by marketing new and renewal commercial lines accounts, analyze exposures, prepare proposals and applications, place coverage with carriers, service endorsements, and maintain strong client and carrier relationships.

Provide front-desk and administrative support for a branch, including greeting visitors, answering phones, clerical tasks, preparing certificates of insurance, ordering loss runs, processing endorsements, and assisting clients and team members to ensure smooth office operations.