The role involves managing commercial insurance accounts, enhancing customer experience, utilizing digital tools, providing quotes, and ensuring compliance with regulations.

Generate new organic private client insurance business through prospecting, networking, and cross-selling. Develop proposals, manage new business placement, maintain accurate records in EPIC, collaborate with internal partners, and meet production goals while ensuring excellent client service.

The Commercial Lender is responsible for assessing creditworthiness, issuing loans for businesses, managing client relationships, and ensuring compliance with regulations while analyzing financial data.

Manage client relationships, handle complex requests, train new CSRs, and maintain accurate policy information while ensuring compliance with company practices.

This role involves generating new business, managing an insurance renewal book, maintaining customer relationships, collaborating with banking partners, and ensuring accurate documentation of transactions.

The role involves managing existing insurance clients, servicing their needs, ensuring compliance with regulations, and contributing to agency growth.

The role involves producing new business in Commercial Lines Insurance, developing sales plans, ensuring customer service, and meeting sales goals.