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Serves as the first point of contact for insurance clients, handling calls, routine questions, payments, policy documents, servicing requests, records, reminders, and administrative support. Assists account managers with renewals and quoting preparation while maintaining accurate agency documentation. The role includes insurance training, Property and Casualty licensing support, and opportunities for career growth in account management, sales, or related insurance functions.

Manage a commercial insurance book of business by preparing applications, obtaining carrier quotes, developing proposals, reviewing policies and endorsements, issuing certificates and auto ID cards, processing updates and invoicing, and maintaining client, carrier, and internal relationships. The role requires accurate, timely account servicing, strong organization, commercial lines experience, an active Property & Casualty license, and proficiency with Microsoft Office and insurance systems.

Supports commercial lines account managers with client service requests, insurance proposals, endorsement reviews, certificates of insurance, policy updates, activity tracking, and follow-ups. Requires a California Property and Casualty Insurance License, commercial lines experience, strong communication, organization, time management, and prompt client service. AMS360 experience and Spanish language skills are preferred.

Serves personal insurance clients by managing policy changes, endorsements, renewals, coverage questions, billing concerns, claims support, documentation, and account records. Builds client relationships, identifies protection opportunities, coordinates with risk advisors and insurance carriers, and supports retention, account growth, and satisfaction. Insurance experience is helpful but not required; the employer provides training and licensing support.

Manage CRM databases, datasets, reports, dashboards, and KPI tracking. Build advanced spreadsheet tools, AI-powered workflows, automations, and software integrations using APIs, Zapier, or Make. Support sales and operations with insights, document processes, create SOPs, and identify system improvements through data analysis and business software optimization.

Leads and develops a Commercial Lines service team, overseeing department operations, onboarding, capacity, workflow consistency, quality control, renewals, account reassignment, and service continuity. Provides technical guidance on commercial insurance accounts, carrier processes, coverage questions, documentation, and operational problem-solving. The role emphasizes leadership, training, process improvement, and performance visibility rather than traditional account management.

Serves as the agency’s first point of contact for clients, visitors, and callers. Greets guests, routes phone calls, handles mail and faxes, monitors administrative inboxes, maintains reception and supply areas, and performs data entry for insurance customer accounts. Provides general clerical support to ensure smooth daily agency operations.

Manage and service middle-market commercial insurance accounts, supporting renewals, new business, policy changes, endorsements, certificates, audits, and client retention. Advise clients on coverage options, review renewal terms, collaborate with producers, account executives, carriers, and internal teams, identify account expansion opportunities, maintain accurate records in AMS360, and contribute to team development through mentoring and knowledge sharing.

Conduct on-site and virtual client risk assessments, analyze claims and OSHA data, identify loss trends, and recommend practical safety improvements. Advise clients on accident prevention, incident investigation, fleet safety, compliance, and risk management. Deliver training and help strengthen safety programs while partnering with insurance, claims, underwriting, and account teams to support client retention and program success.

The Personal Risk Advisor develops client relationships, assesses personal risks, recommends tailored insurance solutions, and boosts sales through networking and community involvement.