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Manage a complex book of commercial insurance accounts, handling renewals, ratings, proposals, carrier communications, policy servicing, billing issues, and documentation. Support Producers and sales teams to drive retention and account growth while ensuring operational efficiency and excellent client service.

Sell and manage employee benefits to middle and large-market businesses. Advise on benefits, HR, and risk solutions; generate new business; manage renewals; collaborate with account teams; maintain client records and industry knowledge to grow a profitable book of business.

Record, apply, and reconcile insurance carrier cash receipts; investigate and resolve payment discrepancies; produce reconciliation and cash flow reports; support month-/year-end close, audits, and process improvements while collaborating with carriers, agency teams, and internal stakeholders.

Prospect, acquire, and service personal and commercial insurance clients through face-to-face relationship building. Assess client risk, recommend coverage, source carrier quotes, prepare proposals, and execute strategic sales plans. Maintain client relationships, track sales metrics, collaborate with internal teams for onboarding and servicing, and stay current on market and regulatory trends.

Sell and service personal lines insurance by developing leads, educating clients on coverages, preparing proposals, submitting applications, maintaining agency management files, upselling existing accounts, and coordinating with carriers and internal departments to ensure proper coverage and timely binders.

Manage a portfolio of employee benefits clients, lead open enrollment and renewals, perform renewal analyses and claims reporting, coordinate RFPs and carrier submissions, support benefit administration, identify cross-sell opportunities, and collaborate with internal teams to deliver consultative service.

Manage daily commercial accounts by providing customer service, rating policies via carrier websites, troubleshooting issues, documenting records, handling renewals, creating sales proposals, and supporting the sales team and producers.

Provide guidance and enrollment support for ACA, Child Health Plus, Essential Plan, and Medicare clients. Manage an assigned book of business, conduct outreach during enrollment periods, assist with applications and policy changes, generate referrals and leads, maintain client records, and collaborate with internal teams to ensure client retention and compliance.

Manage an assigned commercial lines book of business, market and quote renewals and new business, perform coverage reviews, negotiate with carriers, process endorsements/certificates/billing, identify coverage gaps and recommend policies, support onboarding, collaborate with advisors, and ensure high client satisfaction.

Manage a portfolio of personal lines insurance accounts, deliver client service for renewals, endorsements, billing and policy changes, identify coverage gaps and discounts, requote/remarket policies, support sales agents, maintain accurate documentation, and build relationships with clients and carriers.