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Services assigned personal insurance accounts by reviewing coverage, recommending solutions, preparing quotes and policy transactions, maintaining client relationships, developing business from existing accounts and leads, and ensuring accurate agency management system data. The role may also handle premium collections and requires knowledge of personal lines insurance markets, a producer’s license, and strong organizational and communication skills.

The Commercial Lines Producer generates commercial insurance leads and sales, develops client and business relationships, assesses coverage needs and risks, calculates premiums, prepares documentation, and promotes insurance products. The role provides ongoing customer service, resolves complaints, reviews client needs, maintains records, supports revenue goals, and follows underwriting procedures. It also requires industry training, product knowledge, communication skills, sales experience, Microsoft Office proficiency, and a valid driver's license with reliable transportation.

The Account Manager is responsible for servicing Commercial lines insurance policies, maintaining relationships with customers, and achieving sales goals.

The Commercial Lines Producer generates commercial insurance leads and sales, develops new business relationships, expands existing accounts, assesses client coverage needs, prepares premiums and documentation, and recommends suitable insurance products under underwriting guidelines. The role also provides ongoing customer service, resolves complaints, maintains client records, reviews changing needs, promotes additional products, and contributes to brokerage revenue goals through direct sales and relationship management.

Manage a portfolio of personal-lines insurance accounts, serve as primary client contact, handle renewals, endorsements, cancellations, re-market accounts, maintain agency management records, coordinate with carriers and internal teams, and develop additional business from existing clients.

Manage commercial insurance policies and client relationships, handle renewals and new business submissions, coordinate with underwriters, produce binders and proposals, facilitate audits and payments, and provide technical coverage analysis for large, complex accounts.

Temporary Project Assistant to support the Providence PL department on a short-term basis performing data entry and book cleanup projects to improve and reconcile records.

Sell and service commercial insurance accounts: prospect, quote, bind, and renew policies; meet sales goals; maintain pipeline in Salesforce/CRM; collaborate with Account Managers to ensure client satisfaction and accurate policy documentation.

The Account Manager services small commercial lines insurance, maintaining relationships with clients and underwriters, managing accounts, and ensuring customer satisfaction.

Manage a book of commercial P&C business, providing service to clients and supporting producers in account growth and retention.