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Responsible for servicing new and renewal policies, maintaining customer relationships, handling inquiries, and assisting with insurance coverage analysis.

The manager is responsible for marketing policies for existing and new clients, preparing presentations, managing workflow, and working with the account management team on renewals.

The Account Manager services commercial insurance policies, builds customer relationships, responds to inquiries, and manages accounts and proposals, all while maintaining technical knowledge of insurance.

The Personal Lines Marketing Assistant supports new business marketing by managing submissions, quotes, and policy documentation while communicating with underwriters and maintaining agency records.