Essential Functions include but are not limited to the following:
Daily account management of an assigned book of business including, but not limited to, policy changes, invoicing, premium breakdowns, ID Cards, and responding to policy inquiries.
Provide expert advice and guidance on coverage options and policy changes.
Develop and maintain strong relationships with clients and underwriters.
Conduct regular policy reviews to ensure optimal coverage and client satisfaction.
Stay updated on industry trends, regulations, and product offerings.
Collaborate with team members to achieve departmental goals.
Utilize agency management systems for accurate record-keeping and reporting.