We’re a full-service independent insurance agency seeking a detail-oriented, customer-focused professional to support our Insurance Producers in the sales and service of Commercial Lines accounts. In this role, you’ll be responsible for servicing client accounts, including new business implementation, renewals, and ongoing account support. You’ll build a deep understanding of each client’s coverage needs while navigating carrier rating programs and underwriting guidelines, and play a critical part in marketing, placing, and servicing both new and renewal business. Delivering timely, accurate, and high-quality service to clients and internal partners is essential. This is a hybrid position offering both in-office and remote flexibility. 

Responsibilities include:

•  Manage renewals end-to-end, including early strategy (120+ days out) with Producers 
• Support new business marketing, placement, and account growth/retention 
• Communicate with clients, carriers, and internal teams to service accounts and resolve issues 
• Prepare submissions, proposals, and client-facing materials 
• Review exposures and coverage; provide practical recommendations 
• Process and review policies, endorsements, audits, and policy changes for accuracy 
• Issue binders and certificates; maintain organized certificate records 
• Collect loss runs (LPRs) and support audit-related communications 
• Maintain accurate documentation in ImageRight and the agency management system 
• Assist with billing, receivables, and collections alongside Producers 
• Ensure compliance by gathering required documentation 
• Track key client data (e.g., schedules, certificates, equipment lists) 
• Escalate non-renewals and key issues to Producers 
• Support additional tasks as needed

• Active Property & Casualty Insurance License 
• Minimum of 3+ years of Commercial Lines insurance experience 
• Proficiency in Microsoft Office (Word, Excel, Office 365) 
• Experience with Applied Epic (required) 
• Strong communication skills, both written and verbal 
• Highly organized with the ability to manage multiple priorities and meet deadlines 
• Self-motivated, proactive, and able to work independently with minimal supervision 
• Detail-oriented with a strong sense of ownership and accountability 
• Collaborative mindset with a focus on teamwork and continuous improvement 

This is an excellent opportunity for a driven professional who thrives in a fast-paced environment and is committed to delivering exceptional client service while contributing to a strong, team-oriented culture.