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Manage client relationships for employee benefits, support brokers, handle renewals and new business onboarding, troubleshoot claims/billing issues, coordinate with carriers and internal teams, prepare and attend client meetings, and maintain proactive client communication and service plans.

Manage and service a portfolio of commercial insurance accounts: prepare and submit applications, obtain carrier quotes, create proposals/policies/endorsements, issue certificates and ID cards, handle policy updates and invoicing, and maintain strong client and carrier relationships while ensuring timely, accurate service.

Support Commercial Lines Manager and Account Executives by preparing applications and submissions, marketing accounts, coordinating with carriers and internal teams, preparing proposals and presentations, binding coverage, issuing certificates, reviewing policies and endorsements, and supporting invoicing and documentation processes.

Support Account Managers with daily client service for commercial lines: handle client inquiries, prepare proposals, review endorsements, issue certificates, maintain policy records in the client management system, and communicate with clients and carriers to ensure accurate, timely service.

Provide front-desk and administrative support including greeting clients, answering calls, scheduling, posting payments, processing mail and documents, supporting account managers, maintaining digital workflows, and keeping the office organized to ensure positive client and team experiences.

Support and manage commercial insurance accounts by coordinating with agents, carriers, and underwriters; obtain quotes and bind policies; quote new business using carrier rating tools; create proposal booklets; use the agency management system to meet daily deadlines and ongoing projects.

Provide inbound personal-lines customer service and policy servicing for personal auto/home accounts: policy changes, billing, verifications, payments, quotes, cross-sell, documentation, and customer education. Maintain records, ensure compliance, support team tasks, and handle correspondence as assigned. Work remotely in Pacific or Mountain time zones.

Manage and retain a book of commercial insurance accounts; place new and renewal business; answer coverage questions; process policy changes, endorsements, audits, and certificates; issue documents; reconcile accounts; use AMS360; analyze renewals and mentor team members.

Outside B2B sales role selling commercial insurance and risk management solutions to C-suite executives and business owners in Greater Seattle/Bellevue. Uses consultative sales to uncover client needs, builds long-term relationships, works with agency experts for tailored solutions, and pursues new and renewal business with uncapped commission.

As a Commercial Risk Advisor, you will manage B2B relationships, providing risk management solutions to C-suite executives and business owners while achieving uncapped commission earnings.