Manage an assigned commercial lines book of business, including renewals, endorsements, audits, applications, and new business submissions. Maintain accurate client records within the agency management system. Review policies for accuracy and coordinate corrections as needed. Analyze insurer quotations, obtain loss runs, negotiate terms, and assist in presenting coverage options. Coordinate renewals, binders, invoicing, and premium financing activities. Respond to client inquiries regarding coverage, billing, and claims matters. Assist clients with reporting claims and navigating the claims process. Review insurance requirements within contracts and provide appropriate guidance. Support producers in the acquisition and retention of commercial clients. Identify opportunities to cross-sell additional insurance products and services. Prepare certificates of insurance, binders, and other policy-related documentation. Provide outstanding service that strengthens long-term client and carrier relationships.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed