**Key Responsibilities:**
+ Respond to customer policy inquiries via phone, email, and other communication channels.
+ Collect and process payments accurately and in compliance with agency standards.
+ Perform proactive outreach to policyholders for renewals, retention, and remarketing opportunities, with demonstrated ability to influence retention outcomes through quoting strategy and carrier selection.
+ Handle inbound and outbound calls with policyholders and insurance carriers to resolve issues, negotiate and coordinate across multiple carriers simultaneously, and provide updates.
+ Independently quote insurance policies across multiple carriers (approximately 15–20+) using rater systems and carrier portals, evaluate coverage options, and make informed placement decisions based on risk, pricing, and retention strategy.
+ Manage and retain accounts within an independent agency environment, including navigating multiple carrier appetites and underwriting considerati...