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Serve as primary client contact for commercial insurance accounts: service renewals, new business, coverage analysis, carrier quote review, proposals, and client education. Support Risk Advisors, maintain carrier relationships, ensure retention, and manage high volumes of account tasks while maintaining regulatory compliance and professional licensing.

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

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.

Serve as primary client contact for commercial accounts, support sales team, analyze markets and quotes, manage renewals/new business, negotiate with underwriters, maintain carrier relationships, ensure compliance, enter accurate activity in systems, and lead change management and process improvements.

Provide client-facing personal lines account service: assist Account Managers with data entry, rating quotes, endorsements, billing, and ID cards; maintain agency files, develop carrier relationships, prepare for P&C licensing, and support walk-ins and phone/email workflows while following regulations and company procedures.

Market and place new commercial insurance business by sourcing carrier quotes, validating and submitting applications, binding coverage, and transitioning accounts to account managers. Collaborate with Risk Advisors, manage timelines, maintain carrier relationships, ensure regulatory compliance, mentor junior marketers, and pursue professional designations to support accurate, timely insurance placement and client satisfaction.

Provide customer-focused support for personal lines insurance accounts: assist Account Managers with policy servicing, data entry, quotes, endorsements, billing inquiries, and client communications. Maintain agency management systems, build carrier relationships, prepare for licensing, participate in training, and support walk-ins and payments while following regulations and company procedures.

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 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.