Job Description
Key responsibilities:
• Serve as day-to-day contact for assigned commercial accounts; respond to client inquiries and resolve service issues.
• Manage policy lifecycle: renewals, endorsements, cancellations, audits, and claims coordination.
• Develop and maintain strong client relationships; conduct regular account reviews and prepare renewal strategies.
• Analyze client risk exposures and recommend appropriate coverage solutions and risk-management options.
• Prepare and present proposals, quotes, and renewal packages; obtain terms from carriers and negotiate on behalf of clients.
• Cross-sell agency products and services to grow revenue and meet retention/production targets.
• Coordinate with producers, underwriters, account service team, and claims specialists to deliver seamless service.
• Maintain accurate account records in agency management system (e.g., AMS360) and ensure commission/finance follow-up.
• Monitor account profitability...