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Manage and service a diverse book of commercial clients, handling renewals, policy changes, claims support, and collaborating with producers.

As a Commercial Risk Advisor, you'll generate and grow commercial insurance business, collaborate with clients, and develop tailored insurance solutions, ensuring client retention and consistent revenue growth.

The Personal Lines Account Manager handles inbound service and sales calls, manages customer records, identifies coverage gaps, and provides exceptional service in personal lines insurance.

The Commercial Lines Account Manager will support and service commercial accounts, prepare applications, coordinate with teams, and ensure accurate proposals and documentation.

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.