What every job inside an insurance agency actually does.
An agency needs more than producers. These are the 16 roles that make an independent agency work, what each one is responsible for and where each can lead.
Sales and Advisory
Producers and risk advisors develop relationships, understand client needs, compare coverage options and help clients make a decision.
Licensed Insurance Producer
A licensed insurance producer helps individuals and businesses understand their risks, compare available insurance options and purchase appropriate coverage. Successful producers combine sales ability with insurance knowledge, consistent follow-up, accurate documentation and long-term relationship management.
Commercial Insurance Producer
A commercial insurance producer works with business owners and organizations to understand operations, contracts, property, employees, vehicles and liability exposures. The role requires deeper discovery, stronger underwriting submissions and the ability to coordinate several insurance policies around one business.
Risk Advisor
A risk advisor looks beyond the immediate policy transaction. The role helps clients identify, reduce, transfer and monitor risk across their business, property or personal assets. Insurance is one part of the recommendation, not the entire conversation.
Account Management and Client Service
Account managers and service professionals help clients make changes, understand renewals, maintain accurate coverage and know what happens next.
Client Service Representative
A client service representative helps route and complete day-to-day insurance requests. The role supports clients and licensed team members by gathering information, maintaining records, communicating status and ensuring requests reach the right person.
Personal Lines Account Manager
A personal lines account manager helps individuals and families maintain appropriate home, auto, umbrella and related insurance as their lives change. The role coordinates service, renewal review, remarketing and coverage conversations after the original sale.
Commercial Lines Account Manager
A commercial lines account manager coordinates ongoing service, renewals and coverage changes for business clients. The role connects the client, producer, carrier and agency systems so that coverage remains accurate as the business changes.
Renewal and Retention Specialist
A renewal and retention specialist identifies upcoming pricing, underwriting and coverage problems early enough to give the agency and client time to act. The role supports account managers and producers by organizing renewal review and client outreach.
Claims Service Coordinator
A claims service coordinator helps clients understand how to report a claim, locates carrier contacts, documents agency communications and follows up on unresolved service problems. The role does not adjust claims or guarantee coverage decisions.
Carrier Marketing and Placement
Placement specialists organize submissions, work with underwriters and negotiate available insurance options for accounts that require deeper market knowledge.
Small-Commercial Placement Specialist
A small-commercial placement specialist helps producers and account managers turn accurate client information into complete carrier submissions. The role knows which markets fit common small-business risks and how to compare available terms efficiently.
Commercial Marketing Specialist
A commercial marketing specialist coordinates carrier and wholesale submissions for larger, specialized or difficult-to-place commercial accounts. The role helps present the risk accurately and negotiate the strongest available terms.
Operations and Technology
Operations professionals build the workflows, controls, reporting and technology that allow producers and account managers to serve clients consistently.
Agency Operations Coordinator
An agency operations coordinator keeps workflows, records, vendor tasks and internal processes moving. The role helps the agency deliver consistent service by identifying where work is delayed, duplicated or poorly defined.
AMS, CRM and Automation Specialist
An AMS, CRM and automation specialist configures and improves the systems used to manage clients, policies, opportunities and repetitive workflows. The role connects technology with how insurance work is actually performed.
Accounting and Commission Specialist
An accounting and commission specialist reconciles carrier statements, producer compensation, agency fees and related financial records. The role helps ensure that agency and producer compensation is accurate and explainable.
Marketing and Growth
Marketing and relationship professionals help the agency explain insurance, reach the right clients and build productive referral relationships.
Marketing and Content Specialist
A marketing and content specialist turns real client questions, insurance expertise and agency experience into useful website, email, social and educational content. The role supports growth by helping the right people understand what the agency does before they speak with a producer.
Referral Relationship Manager
A referral relationship manager develops productive relationships with lenders, real estate professionals, business advisors and other partners who regularly encounter insurance needs. The role focuses on trust, responsiveness and mutual client outcomes rather than transactional lead requests.
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Role profiles explain the work. The careers page lists the positions we are actually hiring for today.