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Assists commercial insurance account managers with customer service, policy endorsements, certificates, invoices, cancellations, new and renewal business processing, application and proposal preparation, rating, data entry, and client file maintenance. The role requires accurate transaction processing, knowledge of commercial underwriting and coverage, effective communication, confidentiality, and participation in training to maintain licenses and insurance expertise.

Manages personal insurance accounts by servicing coverage changes, quoting policies, processing renewals, remarketing accounts, soliciting additional coverage, and generating new business. Explains coverage and exclusions, maintains client and underwriting records, handles cancellations and billing transactions, follows up on outstanding items, and coordinates referrals to commercial and employee benefits departments. Requires insurance product knowledge, strong communication and organization, Microsoft Office proficiency, and applicable state licensing.

Coordinate advisors’ calendars, meetings, client appointments, training sessions, webinars, travel, expenses, presentation materials, records, and action-item follow-up. The role supports multiple professionals, maintains administrative systems, assists with operational initiatives, and ensures deadlines are met. Success requires strong organization, initiative, accountability, independent remote work, adaptability, problem-solving, and reliable internet access.

Provide administrative and client-service support for employee benefits: maintain client and carrier records, assist enrollments and plan installations, gather data for RFPs, analyze market proposals, coordinate with carriers/software, handle individual insurance requests, and support compliance and licensing requirements.

Supports commercial insurance account managers by servicing customers, processing endorsements, certificates, invoices, cancellations, renewals, and policy changes. Maintains client files, inputs accurate information into agency systems, assists with applications and proposals, provides customer service, and supports compliance with agency procedures. Participates in training to maintain licenses and develop insurance knowledge.

Manage employee benefits accounts by servicing client needs, marketing new and renewal policies, preparing accurate proposals, maintaining account records and expiration control, educating clients on coverage, assisting with claims and cancellations, and coordinating with producers and carriers to ensure timely, accurate policy administration.

Sells commercial insurance to new and existing clients by prospecting, conducting presentations, developing business opportunities, and retaining accounts. Coordinates with marketing, service staff, and account managers; prepares applications and renewal materials; arranges payment terms; supports carrier relationships; maintains insurance licenses; and stays current on market trends, products, sales techniques, and agency procedures.

Sells commercial insurance to new and existing clients, develops prospecting programs, presents proposals, promotes targeted carrier products, coordinates with account managers, manages renewals and payment terms, and maintains client relationships. The role requires commercial lines product knowledge, strong sales and presentation skills, state-required insurance licenses, and the ability to meet production goals in a fast-paced office environment.

Assists commercial insurance account managers by servicing customers, processing endorsements, certificates, invoices, cancellations, renewals, and new business. Maintains client files, enters accurate information into agency systems, supports rating and proposal preparation, and follows company procedures to minimize errors and omissions. Participates in training to maintain licenses and develop insurance knowledge.

Provide administrative support to adjusters including medical documentation notation, data entry into claims and imaging systems, mail processing and scanning, receptionist backup, processing medical bills/mail-outs, and maintaining confidentiality while supporting training and potential adjuster licensing.