Support Commercial Lines Account Managers by preparing proposals, renewals, certificates, processing endorsements and policy changes, communicating with clients and carriers, maintaining agency records, and performing administrative tasks to ensure smooth account service.

Serve as a trusted advisor managing a book of commercial insurance accounts focused on Oil & Gas. Handle renewals, policy changes, endorsements, audits, certificates, billing, and claims coordination. Analyze coverage, identify gaps, collaborate with producers and carriers to place business, maintain agency management records, and pursue cross-selling opportunities.