Primarily responsible for small to mid-size commercial lines accounts. Generates new accounts and develops relationships with clients. Performs tasks associated with maintaining and servicing existing accounts in accordance with agency procedures and carrier guidelines. Must be a team player and able to work under minimal supervision.

Essential Job Duties

Commercial Business Handling (50%)

• Assist agent and/or account executive with new and renewal commercial business processing.
• Pre-fills applications, creates proposals or summaries, and attends client meetings with agents.
• Analyzes new business applications and renewals, makes recommendations and gathers required information

Client Service and Account Management (30%)

• Informs and educates clients about policy coverage, changes, exclusions, and insurance needs.
• Works closely with agents on...