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Provides administrative and technical support for insurance accounts by handling client service requests, reviewing policies and endorsements, preparing account data, using carrier rating and agency automation systems, and ensuring service accuracy. The role supports Team Leaders and Producers, manages Service Center accounts, follows established procedures, and develops knowledge of underwriting guidelines and agency processes.

Provides empathetic phone-based technical support to RV owners, troubleshooting electrical, mechanical, plumbing, appliance, chassis, drivetrain, and other operational issues. Manages inbound and outbound calls, documents interactions and resolutions, explains coverage, and coordinates with service facilities and internal departments. Requires deep knowledge of RV systems, brands, models, construction, maintenance, and roadside assistance.

Posts daily cash deposits, researches and resolves misapplied funds and account credits, processes refunds and cancellations, supports collections, and resolves balance discrepancies with agents and underwriting teams. Provides accounting assistance, responds to account inquiries, maintains confidentiality, and cross-trains on other accounting functions.

Posts daily cash deposits, researches and resolves unapplied funds and account credits, processes refunds, supports collections and cancellation activities, and addresses discrepancies with agents and underwriting teams. The role also assists with day-to-day accounting issues, answers account balance questions, supports cross-training coverage, and maintains accurate, confidential records.

Manage an employee benefits book of business, including retention, growth, client benefit strategy, compliance, renewals, marketing, reporting, and financial analysis. Lead client meetings, presentations, onboarding, escalations, and financial strategy. Provide guidance and training to consultants, account managers, and analysts, while pursuing additional revenue opportunities and potentially managing a team.

Manages and services an assigned book of commercial insurance accounts, responding to client needs, reviewing coverage and documentation, processing policies and endorsements, supporting renewals, coordinating with carriers and producers, and assisting with billing and collections. The role requires strong Commercial Lines insurance knowledge, accurate documentation, relationship-building, organization, and an active Florida 2-20 General Lines Insurance License.

Provides commercial insurance account support by maintaining client information, processing policy changes, reviewing policy documents, preparing underwriting and marketing data, issuing certificates and related documents, and resolving service discrepancies. The role supports account managers, producers, and marketing representatives while helping maintain customer satisfaction, renewals, sales goals, and service standards. Ongoing development of commercial lines, carrier systems, underwriting, and agency automation knowledge is expected.

Supports senior sales professionals by engaging clients, qualifying leads, managing proposals and contracts, maintaining CRM records, preparing reports and presentations, and contributing to sales growth. Builds client relationships, conducts market research, attends industry events, communicates product value, and collaborates with marketing and customer service teams to deliver a seamless customer experience.

Lead the regional financial operations audit team: manage daily operations, recruit and develop staff, oversee and complete audits, review and issue audit reports, ensure IIA standards compliance, advise stakeholders, approve expenses, and drive continuous improvement.

Processes invoices, check requests, vendor and commission payments, refunds, ACH and wire transfers. Reviews documentation and approvals, reconciles credit card statements and balance sheets, monitors bank transactions, manages outstanding checks and unclaimed funds compliance, responds to payment inquiries, maintains accounts payable records, and performs related clerical and reporting duties.