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Service and manage assigned middle-market commercial insurance accounts alongside a Producer. Analyze coverages, prepare applications, proposals, certificates, and invoices; maintain agency management data; develop new business from existing accounts and leads; meet production goals; handle premium collections as needed; stay current on industry trends and support departmental objectives.

Process invoices, payments, receipts, and other transactions accurately; support insurance accounting workflows; maintain records; research routine discrepancies; collaborate with teammates; use internal systems; provide cross-team coverage and complete related accounting tasks.

Lead a TBM platform and Cloud FinOps function, directing Apptio implementation and Cloudability-based cost optimization. Set strategy and roadmap, manage a team and vendors, deliver executive reporting, partner with finance, and drive governance, automation, and FinOps adoption.

Manage a book of commercial lines insurance accounts, handle client service inquiries, coordinate renewals and quotes, maintain policy records, liaise with underwriters, delegate to associate account managers, and ensure accuracy of proposals, binders, and electronic records.

Assist account management and sales executives servicing surety/bond accounts: prepare paperwork, invoices, certificates; process changes; maintain client files and agency systems; support renewals; provide customer service; scan and manage documents; field client inquiries.

Provide day-to-day account management for employee benefits clients: maintain client and carrier relationships, support retention, manage RFPs and renewals, advise on compliance (ACA/COBRA/HIPAA), prepare open enrollment materials, handle escalated claims and coverage issues, and create employee/HR presentations.

Manage a book of personal line insurance for affluent clients, conduct reviews, prepare reports, and collaborate with team members to meet clients' insurance needs.

The Assistant Account Manager supports commercial lines accounts by handling policy inquiries, assisting with renewals, preparing quotes, and maintaining client records while ensuring service commitments are met.

Serve as the primary account manager for small-to-mid market commercial insurance accounts (dental focus). Review policies, recommend coverages, prepare proposals/applications, liaise with carriers, troubleshoot claims/billing, and develop account growth. Maintain accurate agency system records and support producer-led business development and departmental production goals.

Manage a book of high-net-worth personal insurance clients, conduct annual reviews, recommend program improvements, grow retention and revenue, market accounts to carriers using rating tools and EPIC, and drive cross-sell initiatives while meeting financial targets.