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Manage a book of commercial insurance accounts, support producers in retention and growth, liaise with carriers/underwriters, handle policy processing, renewals, endorsements, claims assistance, and provide value-added risk services and client meetings.

Prospect, develop, and close insurance business with affluent and high-net-worth clients through networking, centers of influence, cold-calling, and relationship management. Maintain client retention and a referral network while holding required P&C licensing.

Manage a portfolio of high-net-worth clients, drive renewal strategies and new business initiatives, and mentor junior team members.

The Personal Lines Account Manager I is responsible for managing high net-worth client accounts, ensuring client satisfaction, resolving complex issues, and supporting less experienced staff while developing new business opportunities.

The Commercial Lines Senior Account Manager oversees a portfolio of insurance clients, ensuring service excellence and client retention while managing complex accounts and providing strategic insights. They collaborate with producers, maintain client and carrier relationships, and support account growth and retention efforts.

The Senior Director of Governance and Compliance is responsible for developing data governance frameworks, managing compliance data from third parties, ensuring data quality, and providing insightful compliance reporting.

Manage personal insurance accounts, develop client relationships, prepare policy quotes, maintain data accuracy, and meet departmental goals.

The Account Executive II will manage a book of Middle Market clients, ensuring accurate policy coverages, processing endorsements, and maintaining account documentation while supporting client inquiries.

Sell personal lines insurance by prospecting new clients, building a pipeline, meeting sales goals, writing comprehensive coverage plans, retaining clients, partnering with referral sources, and pursuing industry education and licenses.

Serve as the front-line office contact managing reception, phone and email routing, visitor coordination, scheduling, mail, bank deposits, breakroom inventory, event logistics, and administrative support for teams to ensure smooth office operations and a positive workplace experience.