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Manage a book of high net worth personal lines clients, ensuring retention and upselling. Responsibilities include quoting, client communication, and maintaining policy details.

The Commercial Lines Producer will lead sales initiatives, manage client relationships, promote insurance products, assess client needs, and provide ongoing customer service.

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.

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.

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

The Personal Lines Processor is responsible for processing insurance documents, providing administrative support to Producers and Account Managers, and ensuring transaction accuracy.

Account Managers service policies for commercial customers, maintain relationships, respond to inquiries, manage quotes, and handle complex accounts with a focus on customer service.

Generate commercial insurance leads and sales, assess client needs, recommend coverage, calculate premiums, prepare documentation, provide ongoing customer service, resolve complaints, and meet brokerage revenue goals.