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Provide loss control consulting for Captive clients through site safety assessments, data analysis, regulatory compliance guidance (OSHA/DOT), written reports, training recommendations, action plans, budget management, and client collaboration to reduce risk and control losses.

Provide administrative support to account managers and clients for employee benefits: data entry, prepare enrollment materials, audit billing, assist carrier submissions, attend local meetings, maintain files, and deliver client service.

Manage and service commercial insurance accounts by designing programs, preparing proposals, renewing policies, advising clients on coverage and audits, supporting producers, building carrier relationships, mentoring CSRs, and pursuing new business.

Manage and service commercial property & casualty accounts: design insurance programs, support producers with proposals and renewals, remarket policies, educate clients on coverage and audits, and maintain carrier relationships to ensure accurate, timely processing and client satisfaction.

Lead and advise account managers on commercial P&C client accounts: design insurance programs, negotiate with carriers, prepare proposals, manage renewals, support producers, and ensure compliance and client service.

Provide hands-on technical mentorship to new Employee Benefits producers, translating classroom training into real-world sales support. Coach on plan design, carrier strategy, compliance (ACA, ERISA, COBRA), RFPs, and proposals; join client calls; build training materials; track onboarding milestones and producer performance; and coordinate cross-functional resources to drive retention and early production.

Support the Employee Benefits Producer by generating new business and maintaining existing group benefits policies. Serve as primary contact for clients, prospects, agency, and carriers; prepare proposal presentations and manage carrier relationships to ensure timely processing and client satisfaction.

Provide high-quality service and technical support for commercial insurance accounts; design insurance programs; prepare proposals and renewals; advise clients on coverage, audits, and regulations; support producers; manage workflows; maintain carrier relationships and resolve disputes.

Support the Employee Benefits Producer by generating new business and maintaining existing group benefits policies. Serve as primary client contact, prepare proposal presentations with the Producer, and manage carrier relationships to ensure successful policy processing and client satisfaction.

The Commercial Lines Account Executive leads and advises Account Managers, develops insurance programs for clients, maintains client communications, negotiates with carriers, and ensures timely processing of policies and claims.