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Support Employee Benefits account management by serving as client/carrier contact, handling enrollments, policy changes, renewals, claims processing, open enrollment support, documentation, and identifying value-add services.

Support digital transformation and process improvement across the insurance agency: identify process challenges, assist with system integrations and testing, evaluate AI/automation and analytics tools, research Insurtech trends, coordinate rollouts, support training and adoption, and track operational impact and user adoption to drive better business decisions.

Sell and grow commercial property & casualty insurance accounts by prospecting, managing a pipeline, crafting tailored proposals, and closing new business. Collaborate with internal teams, follow renewal workflows, analyze risk/underwriting data, and refer clients to other divisions to expand relationships and retention.

Sell group benefits to commercial clients by driving new business, expanding and retaining accounts, building a sales pipeline, crafting tailored proposals, gathering underwriting data, and partnering with internal teams to deliver client service and cross‑sell opportunities.

Manage a commercial insurance book of business, serve as primary client contact, partner with producers on renewals and risk strategies, lead client meetings, maintain carrier relationships, prepare policies/applications, stay current on industry changes, and mentor assistant account managers.

Sell and expand commercial insurance accounts by building pipelines, crafting tailored proposals, gathering underwriting information, managing renewals, partnering with internal teams, and maintaining strong client relationships to meet sales and retention goals.

Lead and develop a regional sales team to drive commercial lines growth through recruiting, coaching, client retention, prospecting, cross-selling, carrier relationships, and performance management while maintaining required insurance licenses and community representation.

Manage a book of commercial insurance clients as primary contact, partner with producers on renewals and risk strategies, lead client meetings, build carrier relationships, prepare policies and applications, stay current on industry changes, and mentor Assistant Account Managers.

Provide administrative and client service support for the insurance agency: answer calls, assist with quoting, order MVRs, issue proofs of insurance, request loss runs, document communications in the management system, follow workflows and agency guidelines, report E&O concerns, maintain required accreditations, and support client service specialists on assigned projects.