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.

Partner with Account Executives to deliver employee benefits programs for large-group clients: manage client relationships, ensure ERISA/compliance, resolve benefit inquiries, maintain records and benefit guides, use agency systems and benefits platforms, and support carrier/vendor relationships.