Renewal Coordination & Marketing Support: Support Client Executive with renewal planning and execution by organizing internal strategy meetings, managing exposure and loss data, supporting submission and proposal development, and ensuring renewal materials are accurate, organized, and delivered on schedule. Systems, Workflow & Vendor/Carrier Navigation: Maintains accurate real‑time documentation in Agency Management Systems, tracks open items across clients, carriers, and vendors, and uses carrier portals and third‑party certificate platforms to keep deliverables complete, current, and compliant.