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

Supports commercial insurance account servicing by processing new and renewal business, maintaining open-item checklists and timelines, preparing certificates of insurance, and assisting account managers with client service tasks. The role requires strong organization, communication, problem-solving, confidentiality, and attention to detail. Candidates should be proficient with Microsoft Office, Adobe Acrobat Pro, SharePoint Online, and Office 365. A high school diploma is required, while insurance experience is preferred but not mandatory.

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

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.

Support producers in developing and servicing commercial insurance accounts: market new and renewal business, analyze client exposures, prepare proposals and applications, negotiate placements, handle endorsements and coverage questions, and maintain client and carrier relationships.

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.

Oversee commercial lines operations including policy processing, endorsements, renewals, and cancellations. Drive process improvements, automation, compliance, reporting, and team development while collaborating with underwriting, claims, IT, compliance, and sales to ensure high service levels and customer satisfaction.

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.