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Sell and service commercial and personal insurance accounts: prospect, prepare marketing submissions, present proposals, close sales, coordinate account service with account managers, retain and grow client relationships, maintain production reports, and stay current on industry trends.

Manage complex commercial lines insurance accounts, handle renewals, negotiate terms with underwriters, ensure policy accuracy, mentor and delegate to junior account staff, maintain client satisfaction and electronic records, and support special projects and team training.

Manage a book of personal lines (including high net-worth) clients, handle renewals, policy transactions, carrier liaison, claims/billing troubleshooting, retention, and cross-selling while supporting producers and ensuring accurate system documentation.

Manage a book of commercial insurance accounts, deliver client service, handle renewals, quotes, policy changes and invoicing. Maintain relationships with underwriters, delegate to associate account managers, ensure accurate policy documentation and electronic records, and train team members on coverage and exposures. Follow broker best practices to retain clients and support producers in new business opportunities.

Manage a book of commercial property and casualty accounts, support producers in obtaining and retaining business, handle renewals, binders, certificates, endorsements, and client/carrier communications. Negotiate coverage terms with underwriters, troubleshoot claims and billing issues, identify cross-sell opportunities, and assist with premium collection and account summaries. Ensure adherence to agency systems, procedures, and regulatory requirements.

Manage a personal lines client book: review coverage, price policies, solicit additional business and referrals, service client inquiries, update EPIC, and coordinate with producers and senior staff to maintain retention and account development.

Maintain, enhance, and support enterprise applications on IBM i (AS/400) using RPGLE. Lead modernization efforts (VS Code, Code for IBM i, Git/GitHub), develop database solutions (MS-Access, OpenEdge Progress), build Visual Basic integrations, perform Linux system administration, troubleshoot issues, gather requirements from business users, and document technical specifications.

Manage end-to-end group health benefits renewals for an assigned client block: gather data, coordinate RFP/quotes from carriers, analyze quotes, create renewal presentations and Benefits User Guides, support underwriting, assist sales with medical quoting and enrollments, prepare enrollment materials, and transition clients to service teams.

Manage and grow a book of business over $200,000, market and service new and existing accounts, process client requests, maintain account files and compliance, review renewals, prepare reports, negotiate with underwriters, assist sales efforts, and help train or supervise teammates as assigned.

Manage client insurance accounts including endorsements, cancellations, renewals, application review, and service requests. Ensure compliance with underwriting guidelines, maintain account files and carrier relationships, support sales executives, market accounts, and assist meeting office sales goals. Maintain required licenses and pursue industry designations, plus participate in training and supervise/support teammates as assigned.