Key Responsibilities
Client Service & Relationship Management
- Provide exceptional service to clients by assisting with policy changes, claims, certificates of liability, and general inquiries.
- Build and maintain strong relationships with key clients through responsiveness and professionalism.
- Attend client meetings with Client Manager and/or Producers as needed.
Policy & Coverage Management
- Review contracts and analyze coverage to ensure clients are adequately protected.
- Recommend additional coverages and coordinate with other departments to offer solutions not currently provided by the agency.
- Verify accuracy and compliance of policies received from carriers and deliver them per Client Manager instructions.
Renewal & Marketing
- Participate in monthly marketing meetings 90–120 days prior to policy expiration.
- Review renewal exposures, identify changes, and collaborate with the Client Manager.
- Prepare and submit applications to carriers, compare quotes, and create marketing spreadsheets for review.
Administrative & System Management
- Manage and file customer documents in the agency management system.
- Maintain accurate records and ensure timely completion of all tasks in accordance with the Commercial timeline.
- Work independently to manage workload and meet deadlines.
Team Collaboration & Development
- Share knowledge and best practices with other team members.
- Attend insurance carrier meetings and stay informed about market trends, underwriting requirements, and compliance updates.
- Perform additional duties as assigned by the Management Team.
Qualifications
- Prior experience in commercial insurance or a related field required
- Strong organizational and time management skills
- Excellent written and verbal communication abilities
- Ability to work independently and collaboratively in a team environment