**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 ap...