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Manages employee benefits client accounts, including policy reviews, renewals, marketing, proposals, carrier coordination, enrollment meetings, coverage analysis, claims support, and compliance. Maintains account records, follows up on outstanding items, supports retention efforts, develops agency and carrier relationships, and educates clients about coverage. Requires strong knowledge of employee benefits insurance markets, underwriting, financial services, ACA, HIPAA, COBRA, and agency management systems.

Manages employee benefits accounts by marketing new and renewal business, preparing accurate proposals, reviewing coverage and premiums, coordinating with carriers, processing policies and billing, maintaining account records, and supporting client service. Educates clients, assists with claims and cancellations, tracks submissions and renewals, develops carrier relationships, maintains licensing and industry knowledge, and participates in enrollment meetings and training. Requires occasional local and overnight travel.

Manages employee benefits client accounts, including policy reviews, renewals, marketing, proposals, coverage analysis, enrollment meetings, client education, carrier coordination, claims support, and cancellation retention. Maintains account records, suspense files, expiration controls, reporting logs, and compliance standards. Requires strong knowledge of employee benefits insurance markets, underwriting, coverage, ACA, HIPAA, and COBRA, along with negotiation, communication, and agency management skills.

Manages the Commercial Lines support function, including workflows, quality standards, staff supervision, training, performance management, and customer satisfaction. Supports branch strategy, evaluates insurance markets, oversees service audits, resolves client and personnel issues, and maintains insurer relationships. Also performs commercial insurance account management duties, including risk analysis, renewals, proposals, coverage recommendations, negotiations, policy delivery, payments, and account retention. Maintains required licensing and develops staff and client relationships.

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.

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.

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.