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Provide in-office administrative support for an insurance agency: operate multi-line phone system, process policy service requests, document activity in the agency management system, handle mail and carrier communications, review renewals and endorsements, assist customers with billing and claims, and support producers and management while maintaining confidentiality.

Lead placement strategy and market access for insurance accounts across Florida. Build carrier relationships, resolve complex placement issues, support sales with market intelligence, analyze placement metrics, ensure compliance, and drive revenue and retention. Manage, mentor, and develop placement teams while providing executive reporting and participating in large account pursuits.

The Commercial Lines Associate Account Manager manages client relationships, handles insurance inquiries, processes paperwork, and negotiates renewals for assigned accounts.

Sell and service insurance to high-net-worth clients: generate new business, retain clients, cross-sell products, present solutions, build relationships with carriers and underwriters, and execute an individual business plan and production budget.

Manage client benefits lifecycle and renewal processes, coordinate with brokers and carriers, prepare proposals and renewal materials, support open enrollment and day-to-day client service, maintain benefit systems and documentation, and ensure compliance and timely deliverables while driving process improvements and strong stakeholder communication.

Manage an assigned personal-lines book of business, serve as primary client contact, handle policy changes, billing, renewals, endorsements, liaise with carriers, and maintain company system knowledge.

The Benefits Account Manager will manage client needs, handle a book of business, and ensure effective documentation and communication with team members and carriers.

The Personal Lines Account Manager is responsible for managing client communications, processing policy endorsements, handling renewals, and building relationships while ensuring quality service.

The Benefits Account Manager will manage client accounts, ensuring service delivery, compliance, and support during open enrollment while coordinating with carriers and internal teams.

The Account Manager leads the front desk team, manages operations, resolves escalations, conducts needs assessments, and tracks performance metrics all while adhering to compliance with Medicare and insurance regulations.