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Serve as primary advisor for a portfolio of high-net-worth personal lines clients. Manage complex insurance programs, identify coverage gaps, advise on risk solutions, coordinate renewals and carrier communications, maintain account records, and deliver white-glove client service while collaborating with internal teams and underwriting partners.

Manage commercial insurance client accounts and renewals, liaise between clients, producers, and carriers, handle endorsements/claims, maintain agency files, prepare proposals and reports, and use agency systems and Excel for premium tracking.

Lead full-lifecycle SAP-focused implementations for strategic customers, manage project plans, schedules, scope, and risks, coordinate cross-functional teams, serve as primary customer contact, track resources and report status, ensure QA and milestone acceptance, and drive handoffs from Professional Services to Support.

Sell personal lines insurance by developing sales strategies, acquiring new clients, expanding accounts, assessing client needs, recommending insurance and financial products, meeting sales goals, and providing exceptional customer service.

Seek experienced trust and estate attorneys with ~7–10+ years and a portable client book (~$10M+). Provide estate planning, trust administration, advise high-net-worth clients, manage and grow client relationships, coordinate with tax/investment professionals, ensure compliance, and support integration of acquired books and practice transitions.

Manage a $3M commercial lines book — handle renewals, endorsements, certificates, carrier marketing, inbound new business, and client issues. Independently place coverage across multiple carriers, support contractor, workers compensation, and landlord risks, and collaborate closely with agency leadership in a boutique, in-office environment.

Support daily servicing of commercial insurance accounts: process endorsements, renewals, certificates, client and carrier communications, maintain agency records, track open items, assist with audits and loss control, and learn carrier procedures and agency best practices.

Lead IT operations and strategy for enterprise systems, cloud infrastructure, networks, servers, and business applications. Ensure 24/7 production support, implement monitoring and security, manage maintenance/patching/backups, document inventories and processes, coordinate cross-site support, recommend technology improvements, and recruit/lead IT staff while prioritizing and delivering multiple projects.

Manage commercial insurance claims end-to-end, advocate for clients, coordinate with carriers and internal teams, and drive claim resolution. Manager-level hires will lead a small claims team; strong individual contributors will serve as senior claims specialists in a client-focused agency.

Provide day-to-day servicing for personal lines clients: process endorsements, quotes and re-quotes, handle payments and inbound calls, maintain accounts in Applied Epic, support renewals, improve turnaround, and strengthen client retention.