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Manage a book of personal lines insurance accounts, ensuring client retention, servicing policy changes, resolving claims/billing issues, negotiating with carriers, supporting producers, identifying cross-sell opportunities, and developing business from existing accounts while maintaining accurate agency records.

Manage a book of high-net-worth personal insurance accounts: oversee transactions, client service, renewals, underwriting negotiations, claims/billing troubleshooting, retention, cross-selling, and support producers to grow private client business.

Manage a personal lines book ($225K+ revenue), serve as primary client contact, handle policy transactions, retention, claims/billing issues, prepare reviews and reports, develop cross-sell/new business, mentor junior staff, and maintain accurate account records and licensing.

The Marketing Executive is responsible for marketing commercial insurance, acquiring new business, retaining renewals, and analyzing trends in the insurance market.

The Account Manager will serve Personal Lines insurance clients, manage renewals, maintain relationships, and ensure client satisfaction while overseeing junior staff.

Support Account Managers with pre-renewal preparation, policy and system updates, loss run collection and analysis, certificate issuance, ACORD/application updates, and client service tasks to help manage commercial insurance accounts and renewals.

Sell and manage group employee benefits accounts: run RFPs, develop renewal strategies, present recommendations, coordinate implementation and service with account managers, track renewals, perform mid-year reviews, and stay current on legislation and products.

Manage marine insurance accounts by maintaining agency files, processing renewals, endorsements, audits and certificates, coordinating with agents, underwriters and insureds, reviewing applications and loss runs, and ensuring compliance. Provide client-facing service, use insurance systems, analyze data, and stay current on marine industry trends and regulations.

Manage a book of personal insurance accounts: service clients, obtain quotes from carriers, prepare proposals, handle policy inquiries and renewals, verify endorsements/audits, and maintain accurate account files.

Support Account Managers and Producers by processing transactions, documents, endorsements, certificates, renewals, audits, and client communications; maintain account files and systems, provide customer service, and assist with mailroom/switchboard duties.