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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.

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.

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.

Provide client-facing support for personal lines accounts by assisting with data entry, quotes, endorsements, billing, ID cards, and renewals; prepare for insurance licensing; maintain agency files; collaborate with underwriting and carriers; handle walk-ins and phone/email service; pursue ongoing training and professional development.

Serve as primary client contact for employee benefits accounts, support risk advisors in quoting, renewals, policy review, implementations, and client meetings. Maintain client relationships, resolve service issues, enter activities into agency systems, and comply with federal/state regulations while pursuing professional development.

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.

Serve as primary client contact for employee benefits accounts: advise clients, support risk advisors on quoting, renewals, policy review, implementation, and service issues; market renewals, enter activity into agency systems, and maintain compliance and professional development.

Sell employee benefits by prospecting, converting and advising clients, building relationships with carriers and clients, maintaining pipeline, meeting sales goals, entering activity in company systems, and traveling as needed.