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Support daily management of a Commercial Lines book of business by providing customer service, managing account details in EPIC, and assisting with documentation tasks.

Support day-to-day management of middle-market and large commercial accounts: maintain account and policy records in EPIC, summarize loss history and exposures, review coverage forms, coordinate renewals/audits/cancellations, prepare proposals and finance/billing documents, and ensure high-quality client service to retain accounts.

The Sales Executive is responsible for acquiring and managing new commercial clients, leveraging insurance and risk management solutions through effective sales tactics and HubSpot.

The Sales Executive identifies and closes new commercial clients, utilizing a broad range of risk management solutions and maintaining strong client relationships.

The Personal Lines Private Client Advisor is responsible for managing relationships with high-net-worth clients and providing customized insurance solutions. Responsibilities include prospecting new business, maintaining client relationships, and offering expert guidance on complex insurance needs.

The Sales Executive is responsible for identifying and closing new commercial clients and utilizing World’s varied services to provide tailored risk management solutions.

The Account Manager leads client service for middle and large accounts, collaborates on strategy design, manages account details, and ensures effective placement processes.