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Manage client relationships for small commercial accounts: advise on coverage and risk management, bind and renew policies, prepare proposals and loss analyses, assist with claims, conduct audits and policy reviews, and adopt proprietary AI and technology to improve service and retention.

Support new business and renewal placement for High Net Worth and Ultra High Net Worth personal lines. Evaluate referrals, prepare and submit applications and proposals, negotiate with carriers, and develop renewal strategies. Collaborate with sales and service teams, ensure regulatory compliance, and use proprietary AI and other technologies to optimize placement and client outcomes.

Manage client relationships for commercial insurance accounts: advise on coverage and risk management, bind coverage, prepare proposals and policies, handle renewals, assist with claims, perform policy audits, and adopt proprietary AI tools to improve client service and retention.

Serve as primary claims advisor for large commercial accounts: report and manage claims, coordinate review meetings, provide analytics and strategic guidance, advocate for clients, communicate with carriers and adjusters, analyze reserves and trends, identify risk-control opportunities, maintain claim files, and leverage technology to improve efficiency.

Manage client relationships for commercial lines insurance: advise on coverage and risk management, bind coverage, prepare proposals and policy documents, handle renewals and claims support, and incorporate technology to improve service and retention.

Manage client relationships for commercial lines insurance: advise on coverage and risk management, bind coverage, lead renewals and remarketing, prepare proposals and policy documents, assist with claims and audits, and adopt proprietary AI and other technology to improve client service and retention.

The Account Coordinator manages policy documents, client queries, and renewals, ensuring accurate service and communication with clients and carriers.

Manage commercial client relationships, provide strategic coverage and risk advice, bind coverage as field underwriter, handle renewals and remarketing, prepare proposals and policy documents, assist with claims, perform audits and policy reviews, adopt proprietary AI tools, and drive client retention and service improvements.

Provide comprehensive financial planning and investment management to clients, develop tailored strategies, conduct portfolio reviews, grow assets under management, ensure regulatory compliance, use financial planning software and proprietary AI tools, maintain client relationships, and collaborate with internal teams to deliver a seamless client experience.

Manage client relationships for personal lines insurance: advise on coverage and risk, bind coverage, handle renewals and remarketing, prepare proposals and policy documents, assist with claims, conduct audits, and adopt proprietary AI tools to improve service and retention.