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Build and grow a personal insurance client base by prospecting, scheduling appointments, converting prospects, advising clients on coverage needs, and maintaining relationships. The role requires meeting sales and pipeline goals, cross-selling services, collaborating with carrier partners, maintaining accurate activity records, following insurance regulations, pursuing professional development, and traveling to client meetings and company locations as needed.

Manages employee benefits client relationships and service requests under account management supervision. Responsibilities include answering coverage, claims, billing, and policy questions; supporting renewals, proposals, implementations, and carrier coordination; maintaining agency system records; resolving service issues; educating clients; and developing toward independent account management. The role requires employee benefits insurance experience, an insurance license, strong communication and customer service skills, Microsoft Office proficiency, and travel to client and agency meetings.

Serve as primary client contact for personal lines insurance accounts: manage renewals, policy changes, cancellations, and client communication; support Risk Advisors with market analysis, quotes, proposals, and new business processing; maintain agency management system records, carrier relationships, licensing, and compliance while delivering timely, high-quality customer service.

Serve as primary client contact for commercial insurance accounts: service renewals and new business, analyze markets and carrier quotes, prepare proposals, support Risk Advisors, maintain carrier relationships, enter activity in company systems, and pursue licensing and professional development to maximize client retention.

Support Commercial Lines account management by processing service requests, certificates, endorsements, policy changes, audits, and renewals. Build client and carrier relationships, maintain accurate records in company systems, assist in quote and proposal preparation, and progressively co-manage a book of business while completing agency training.

Manage and service small business commercial insurance accounts as primary client contact. Advise on coverage, assist with claims, billing, and carrier changes, maintain task lists and carrier relationships, enter activity in company systems, collect receivables, and stay current on regulatory and industry trends.

Support producing risk advisors by managing day-to-day employee benefits account service, advising clients on coverage, renewals, claims, billing, and carrier implementations; maintain agency records, build carrier relationships, attend trainings, and pursue professional development and required insurance licensing.

Serve as primary client contact for employee benefits accounts, support sales team by analyzing markets and carrier quotes, prepare renewals and proposals, coordinate implementations, resolve service issues, attend client meetings, and maintain agency systems and compliance.

Serve as primary client contact for commercial insurance accounts, supporting sales team by managing renewals, new business, carrier quotes, proposals, and client education. Build client and carrier relationships, ensure retention, process account transactions, enter activities in company systems, maintain licensing, and participate in trainings while promoting value-added services.

Sell employee benefits by prospecting and generating new business, analyzing client insurance needs, building and maintaining client and carrier relationships, cross-selling across departments, meeting sales pipeline and monthly goals, entering activity into company systems, complying with regulations, collecting receivables, obtaining/maintaining licenses, and traveling as needed to meet client requirements.