Provides commercial insurance client service, including answering inquiries, coordinating with carriers, obtaining quotes, processing applications and policy changes, managing claims and renewals, preparing proposals, securing coverage, invoicing clients, and maintaining agency records. The role requires collaboration with insurance agents, clients, and carriers, along with a Louisiana Property and Casualty license and proficiency with office and agency management software.

Provides personal lines insurance client service, including processing applications, obtaining quotes, binding policies, handling coverage changes, following up on claims, and processing new and renewal business. The role also requires customer communication, administrative support, cross-training, and possible evening, weekend, meeting, training, or travel participation.