Teams at The Liberty Company Insurance Brokers, LLC

Manage mid-size to large commercial insurance accounts remotely (Eastern Time). Service clients and producers, prepare submissions/proposals, process changes/audits/policies, issue certificates and ID cards, invoice and collect premiums, review renewals and exposures, maintain documentation in Epic, and support growth through producer collaboration and special projects.

Provide prompt, accurate service for commercial lines accounts: prepare submissions, manage renewals, process changes, invoices and cancellations, handle client requests (ID cards, certs, binders), review policies, support producers, monitor reports, and participate in projects and professional development.

Provide timely service to personal-lines clients: process applications, policy changes, endorsements, renewals, billing, claims intake, and certificates. Update and document accounts in Applied EPIC, notify producers of issues, pursue cross-sell/up-sell opportunities, and support special projects while following carrier and agency procedures to minimize E&O exposure.