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Supports commercial insurance account managers by responding to client inquiries, preparing certificates and policy documents, processing policy changes and renewals, gathering underwriting materials, maintaining accurate files, ensuring regulatory compliance, assisting with carrier submissions, tracking renewal timelines, and reviewing policies for accuracy. The role requires strong organization, communication, attention to detail, and a Property & Casualty insurance license or ability to obtain one.

Manage an assigned commercial insurance book of business as the primary client relationship manager. Handle coverage inquiries, policy changes, billing, endorsements, renewals, and service requests. Coordinate between clients and carriers, review loss information, obtain renewal applications, and negotiate pricing when needed. Maintain knowledge of company systems and offerings while delivering responsive customer service and supporting account retention.

Markets and places commercial insurance business by obtaining carrier quotes, negotiating terms and premiums, preparing proposals, binding coverage, processing documentation, and coordinating payments. Builds relationships with carrier underwriters, evaluates market conditions, uses online rating programs, and identifies optimal placement opportunities for clients and affiliate agencies.

Supports commercial insurance account management by processing policies, endorsements, certificates, renewals, and customer requests. Serves as a liaison between clients and carriers, reviews loss information, gathers renewal materials, and negotiates pricing when needed. The role also supports internal projects, maintains knowledge of company systems, and builds customer relationships through effective communication, service, and retention techniques.

Manage a dedicated book of business, act as the primary client liaison, build long-term stakeholder relationships, conduct account reviews, and identify opportunities. Responsibilities include gathering information, preparing applications and quotes, supporting renewal marketing, processing endorsements, maintaining accurate files, and learning company systems and offerings.

Handles insurance account placements from quoting through binding, including carrier submissions, negotiations, proposals, applications, certificates, payments, and document processing. Supports internal marketing efforts, manages communication with carriers and underwriters, uses online rating programs, and develops market relationships to identify optimal coverage placements. Requires strong communication, organization, attention to detail, and insurance industry knowledge.

Manage an assigned personal lines insurance book of business, serving as the primary client relationship manager. Responsibilities include answering coverage and billing questions, processing policy changes and endorsements, coordinating with carriers, managing renewals, reviewing loss information, obtaining updated applications, negotiating renewal pricing, and maintaining knowledge of company systems and offerings.

Consultant responsibilities include developing client benefit strategies, preparing proposals, client reporting, managing implementations, and ensuring compliance while providing exceptional client service.

Manage a surety insurance book of business and referred new business, including commercial and contract bond issuance, client information gathering, applications, renewal marketing, policy administration, risk identification, program design, and implementation. Communicate proactively with clients, resolve issues, document renewal meetings, and support a collaborative, fast-paced sales environment.

Manage a dedicated commercial insurance book of business, serve as the primary client and internal-team liaison, maintain stakeholder relationships, conduct account reviews, prepare applications and quotes, market renewals, process endorsements, document files accurately, and maintain knowledge of company systems and offerings.