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Manage and grow personal lines client relationships, support account managers servicing high-net-worth customers, handle inquiries, document correspondence in the client management system, and maintain daily task lists in an in-office team environment.

The Personal Lines Account Manager develops client relationships, manages business accounts, reviews insurance needs, and collaborates with team members and underwriters to provide tailored coverage solutions.

The Associate Account Manager assists with the servicing of commercial accounts, responds to client inquiries, manages documentation, and maintains accurate client files.

The Associate Account Manager will handle processing insurance documents, monitoring accounts, data entry, and maintaining customer relationships in a fast-paced environment.

The Senior Associate Account Manager will manage client relationships, handle a dedicated book of business, and ensure accurate documentation and service delivery.

Manage clients' personal insurance accounts end-to-end: gather information, prepare applications, market renewals, administer policies, explain coverages, maintain electronic records, process endorsements/cancellations/rewrites, and build strong client and carrier relationships in a sales-driven team environment.

Act as primary client liaison, build and maintain relationships, conduct account reviews, develop and execute account plans, identify upsell/cross-sell opportunities, manage onboarding/implementations, ensure service levels and renewals, resolve issues, and coordinate cross-functional delivery for multiple accounts.

Drafts, negotiates, and executes employee benefits client agreements; collaborates with Sales, Service, Operations, Finance, Compliance, and Legal; files Forms 5500 and plan documents; serves as a client-facing subject matter expert and supports contract risk management.

Manage a dedicated book of commercial lines business: gather information, prepare applications and quotes, handle renewals and endorsements, maintain accurate file documentation, and build relationships with producers and carriers while using company systems.

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