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Supports Account Managers serving high net worth personal insurance clients. Processes policy changes, endorsements, renewals, billing inquiries, payments, reconciliations, quotes, and client documentation. Maintains accurate account records, follows up on outstanding items, and assists with renewal preparation and marketing activities.

Manage complex commercial insurance accounts throughout marketing, renewal, and new-business processes. Responsibilities include preparing submissions, proposals, binders, coverage analyses, and policy instructions; coordinating with producers, account executives, clients, underwriters, and processing analysts; answering coverage questions; following up on quotes; invoicing; handling audits; and supporting account retention and coverage expansion.

Manages commercial insurance lines accounts and supports client needs using professional expertise in account management.

Prospects for new commercial insurance business, develops referral networks, qualifies risks, identifies coverage needs, prepares submissions and quotes, recommends insurance programs, and manages client relationships through renewals. The role tracks sales pipelines and goals in Salesforce or another CRM, collaborates with Account Managers, maintains accurate client documentation, supports account servicing, and ensures timely processing of insurance correspondence and records.

Services and sells personal lines insurance policies, manages new and renewal accounts, maintains customer and underwriter relationships, analyzes coverage and policy forms, processes payments, retains clients, follows workflows, and meets annual sales goals. Requires strong communication, organization, insurance product knowledge, and proficiency with AMS360, Microsoft Office, and PL Rater.

Provides entry-level marketing support by coordinating campaigns, preparing and proofreading materials, maintaining calendars and brand assets, assisting with events and sponsorships, supporting website, social media, and email marketing, tracking campaign results, organizing files, and responding to routine requests. The role collaborates with internal teams, vendors, community partners, and external contacts while handling administrative and project support tasks.

Provides clerical and administrative support to workers’ compensation claims adjusters. Responsibilities include managing mail, paying bills, issuing checks, setting up claim files, preparing forms, handling calls, copying files, operating electronic claims systems, running reports, and identifying service issues. The role requires accuracy, organization, multitasking, customer service, communication, mathematical aptitude, and independent problem-solving in a fast-paced team environment.

Provides clerical and administrative support to workers’ compensation claims adjusters. Responsibilities include managing mail, paying bills, issuing checks, setting up claim files, preparing forms, handling calls, copying files, maintaining electronic claims records, running reports, and supporting customer service and process improvements.

Manages commercial insurance accounts through new business and renewal servicing, customer inquiries, coverage analysis, policy documentation, underwriting coordination, proposals, audits, billing follow-up, and coverage expansion. Builds relationships with commercial clients, underwriters, and internal teams; handles complex accounts; visits clients as needed; and supports Account Executives. Maintains P&C licensing and continuing education requirements.

Oversee branch operations, workflows, administrative coordination, compliance, staffing support, process improvement, and business continuity. Provide guidance to managers and employees, monitor priorities and deadlines, support onboarding and organizational changes, coordinate projects, assist with technology implementations, and maintain relationships with clients, vendors, carriers, and business partners. The role also escalates operational issues, supports leadership initiatives, and promotes accountability and continuous improvement.