Manage personal lines insurance accounts, including renewals, new business submissions, carrier coordination, and customer service. Build and retain client relationships, support producers, analyze and compile account information, and submit business to suitable carriers. The role requires managing a substantial book of business, including mid-market and high-net-worth clients, while maintaining strong organization and attention to detail.

Oversee commercial insurance new business placement from submission through binding. Compile carrier submissions, negotiate coverage terms, prepare proposals, assist with client presentations, complete binding and premium finance documentation, and coordinate transitions to account management. Build relationships with underwriters and carrier representatives, pursue attractive markets, and monitor business objectives and contingency arrangements.

Manage and retain small business commercial insurance accounts, overseeing renewal and new business marketing processes. Build relationships with clients and carriers, analyze and submit account information, provide responsive customer service, and grow an assigned book of business. The role requires commercial lines insurance experience, a Colorado Property and Casualty License, proficiency with Microsoft Office and agency management software, and strong organizational and relationship-building skills.