Manages commercial Property and Casualty insurance client relationships, servicing policies, processing endorsements and certificates, preparing invoices and renewals, and advising clients on coverage. Partners with producers and carriers on marketing, submissions, pricing, negotiations, and program strategy. The role requires strong P&C expertise, client communication, analytical ability, multitasking, licensing, and knowledge of brokerage systems. It also supports complex construction and manufacturing accounts and may mentor colleagues.

Supports employee benefits clients and service teams by collecting data, preparing RFP and marketing materials, coordinating open enrollment communications and health fairs, maintaining client and internal systems, processing BORs, preparing invoices, and helping resolve billing and claims issues. The role requires strong organization, communication, multitasking, confidentiality, Microsoft Office proficiency, and benefits or insurance industry knowledge.