Teams at The Liberty Company Insurance Brokers, LLC

Manages middle-market commercial insurance accounts from submission and quoting through renewals, servicing, billing, collections, audits, cancellations, and documentation. Evaluates client risks, selects carriers, negotiates coverage, recommends additional protection, prepares proposals, and coordinates with clients, carriers, and internal teams. Ensures regulatory compliance, quality control, accurate agency-management-system records, timely responses, and prevention of errors and omissions exposures.

Manage a large-group employee benefits book of business, including client relationships, renewals, marketing, carrier negotiations, compliance, presentations, strategic planning, and implementation. Advise clients on group benefits and ERISA obligations, resolve technical issues, identify growth opportunities, and coordinate with producers, carriers, vendors, and account managers. The role requires maintaining industry expertise, ensuring accurate service delivery, and traveling for client and prospect meetings up to 40% during Q4.

Manages middle-market commercial insurance accounts, including new and renewal submissions, carrier marketing, proposals, quotes, negotiations, policy reviews, client servicing, billing, receivables, audits, cancellations, compliance, and documentation. Evaluates client risks and recommends appropriate coverage and markets while maintaining carrier and client relationships. The role requires extensive California commercial insurance expertise, an active property and casualty license, and proficiency with agency management systems.