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Provide front-desk and operational support: manage lobby, multi-line phones, mail scanning into the agency management system, clerical tasks, vendor coordination, supply ordering, assist events and specialized operations, and supervise administrative staff to support client service teams.

The Account Executive manages personal lines accounts, develops client relationships, and collaborates with colleagues to ensure client service. Responsibilities include oversight of account management, claims, and retention strategies, as well as delivering risk control solutions and identifying cross-selling opportunities.

Manage an assigned book of employee benefits accounts, focus on client retention and service, handle transactions and paperwork, maintain client records, act as client manager for middle-market accounts, and mentor junior staff.

Serve as primary strategic advisor and relationship owner for a portfolio of captive clients. Lead client meetings, present financial and strategic materials, coordinate captive engagements, manage service teams, analyze program profitability, advise on capital and risk strategy, oversee renewals and placements, and expand client services.

Manage and expand an assigned portfolio of personal lines insurance accounts by building client relationships, designing programs, coordinating carrier marketing and risk control, supporting producers, overseeing renewals and claims resolution, conducting annual reviews, and identifying cross-sell opportunities while ensuring compliance and mentoring team members.

Drive new business through referral partner programs, create comprehensive wealth plans for high-net-worth clients, present services to referral partners, lead client meetings across planning cycles, mentor team members, and use financial planning software to deliver fee-based advisory solutions.

Manage a book of commercial insurance accounts, provide client and carrier liaison, handle policy transactions and renewals, resolve complex service/claims/billing issues, support producers, grow retention and cross-sell, mentor junior staff, maintain licensing/CE, and prepare management reports.

Manage a book of personal lines insurance including high-net-worth clients; provide client service and retention, support producers, handle policy transactions, liaise with carriers, troubleshoot claims/billing, identify cross-sell and new business opportunities, maintain accurate agency systems, and prepare management reports.

The Account Manager will service middle market commercial insurance accounts, develop client relationships, resolve issues, and pursue new business.

The Marketing Executive will market commercial insurance, manage client relationships, negotiate terms with underwriters, and support business growth through strategic marketing efforts.