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Manage and service personal lines insurance accounts: process applications, endorsements, renewals and billing; handle claims intake; maintain accurate documentation in AMS360 or EPIC; upsell and cross-sell policies; support producers and participate in agency projects and training.

Develop new business and service existing marine industry accounts (marinas, shipyards, yacht clubs). Assess risks and place marine liability, property, hull & machinery, P&I, and workers' compensation. Collaborate with underwriters, maintain a sales pipeline, meet revenue goals, and provide ongoing account management while tracking industry and regulatory changes.

Provide accurate, timely service for personal lines insurance accounts: process applications, policies, endorsements, renewals, billing, claims routing, and client communications; support upselling and account growth while maintaining documentation in Applied EPIC.

Manage and grow insurance accounts by preparing submissions, obtaining quotes, negotiating coverage, servicing renewals, handling audits, invoicing, and coordinating with carriers and clients. Ensure compliance, maintain detailed AMS360/Epic documentation, recommend coverages, resolve claims or disputes, and support marketing and collection activities.