Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Build and maintain key client and carrier relationships, by phone, e-mail and in person.
2. Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request.
3. Continually seek cross-sell opportunities and suggest new lines of coverage.
4. Work with producer, and/or Account Executive, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
5. Attend and coordinate meeting with client and/or producer to present the renewal and supporting documents t
Valid through: 2020-4-8