Manages new and renewal personal lines insurance policies for individual customers, maintaining relationships with clients, underwriters, and internal teams. Responsibilities include preparing submissions, proposals, renewal summaries, binders, coverage analyses, and policy instructions; resolving billing and audit issues; answering coverage questions; supporting account executives and CSRs; handling complex accounts; and advising clients on insurance products and coverage increases.

Manage and service commercial lines insurance accounts, including new and renewal policies. Build relationships with clients, underwriters, and internal teams; analyze coverage and policy forms; process payments; maintain accurate AMS360 records; retain and grow accounts; follow commercial workflow procedures; meet annual sales goals; and maintain required licensing and continuing education.

Manage a portfolio of personal-lines insurance accounts, serve as primary client contact, handle renewals, endorsements, cancellations, re-market accounts, maintain agency management records, coordinate with carriers and internal teams, and develop additional business from existing clients.