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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.

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.

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.

Support Account Managers and Benefits Consultants with enrollment, billing, reconciliation, client and carrier communications, annual enrollment activities, reporting, and general benefits administration and projects.

Support account managers on employee benefits by preparing quotes, renewals, benefit guides and Open Enrollment materials; maintain client records in BenefitPoint; resolve enrollment/termination and billing issues; liaise with carriers; assist members with appeals; handle HIPAA/COBRA/FMLA inquiries; prepare monthly service reports and maintain regular client contact.

Advocate for clients on commercial insurance claims across property, liability, auto, workers' comp and specialty lines. Analyze policies and contracts, challenge carrier denials, manage claims from report to settlement, mentor a claims advocate, maintain files, produce client-facing content, and support retention and sales efforts.

Provide administrative and client support for commercial lines insurance: process policies, endorsements, certificates, renewals, and claims; communicate with clients, carriers, and HUB associates; maintain documentation and compliance; run MVRs; use Applied Epic and CSR24; assist with billing and cancellations.

Market commercial insurance lines to acquire new business and retain renewals. Underwrite accounts within delegated authority, support producers with pre-underwriting and proposals, maintain accurate policy/quotation controls and logs, build underwriter relationships, track market trends, and use the agency management system to capture workflows and ensure coverage and pricing accuracy.

Manage and service assigned personal insurance accounts: review coverages, prepare quotes and applications, maintain agency management records, build client relationships, pursue new business from existing accounts and leads, and support departmental production goals.

Manage a book of small-group employee benefits clients, handling renewals, open enrollment, claims and coverage issues, billing and eligibility audits, carrier/vendor implementations, RFPs, compliance, client communications, and benefits presentations/webinars. Support Account Executive and collaborate with marketing, C&D, and carriers to maintain files, prepare plan documents, and deliver client financial reporting and stewardship.