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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.

Manage and reconcile sales commission and incentive compensation programs, calculate draw amounts, maintain commission agreements and system settings, prepare related journal entries and accruals, support monthly close and audits, collaborate cross-functionally, and drive process and reporting improvements.

Manage and renew a portfolio of small business P&C accounts, provide client service and technical support to producers, process new business/endorsements/cancellations, prepare proposals and applications, explain audits, handle first notice of loss, maintain accurate files, and identify cross-sell opportunities.

Sell and service commercial lines insurance by prospecting new clients, assessing needs, presenting tailored policies, negotiating with carriers, and maintaining client relationships. Meet sales targets, manage documentation and compliance, monitor industry trends, and provide excellent customer service to retain and grow accounts.

Provide administrative and operational support to the Retirement Plan Benefits Division, managing SharePoint files, tracking assets and onboarding, coordinating client activities and meetings, assisting with fund analysis and data research, drafting client communications, and maintaining internal tracking systems to ensure compliance and high-quality client service.

Manage and retain a commercial lines book, lead renewals and market strategy, provide consultative P&C guidance, handle policy changes and claims support, prepare submissions and negotiate with carriers, and maintain accurate policy records while building client and carrier relationships.

Manage and renew a portfolio of commercial P&C accounts, service client needs, prepare submissions and proposals, support producers with technical coverage guidance, process endorsements/cancellations, handle claims first notices, and maintain accurate account records while identifying cross-sell opportunities.

Manage day-to-day servicing of commercial insurance accounts including policy changes, renewals, quoting, and client support. Prepare proposals, maintain account documentation, collaborate with producers and carriers, troubleshoot coverage issues, and support retention and special projects to ensure high-quality client service and operational efficiency.

Provide foundational claims support: manage claim intake and reporting, maintain documentation and agency management system notes, track claim status, coordinate with adjusters and internal teams, assist with loss runs and basic summaries, schedule reviews, and deliver professional client communication.

Prospect and win employee benefits clients, prepare tailored quotes and proposals, collaborate with account executives to onboard and review coverages, manage renewals, cultivate referral relationships, stay current on industry trends, and deliver excellent client service.