Service day-to-day client needsincluding,fielding phone calls, email, and other communicationrelativeto coverage questions, policy changes, payments, cancellations, etc.

Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client where applicable and invoicing

Review quote documents to ensure all insurance requirements are included in quote proposal

Manage client relationship ensuring satisfaction

Manage and delegate work as needed to AssociateAccount ManagersI and II,andAccountManagersI and IIto ensure their progress and workload is appropriate

Manageandmaintainrelationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters

Ensure the completion of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders

Responsible for setting up andmaintainingelectronicrecords

Use best practices and internal broker standards for service and maintenance of client files and information

Train, mentorand collaboratewith team members to share and educate on coverage,exposuresand client knowledge

Demonstratedproficiencyin training others

Effective mentoring abilities,fostering teamwork

Exceptional customer service skills

Strong reading comprehension and analysis skills

Strong data entry skills

Strong written and oral communication skills

Strong organization and followup skills

Ability to effectively work in a team environment

Proficient in Word, Excel,Outlook,andinternetutilization

AppliedEPIC Agency Management System experience preferred but notrequired

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

While performing the duties of this job, the employeeis regularly required tosit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up totenpounds. Specific vision abilities required by this job include close vision oncomputermonitor.