Responsibilities:
Perform daily service on assigned task byClient Advisorsand/or Account Executives with the agency’s written procedures including, but not limited to:

• Lead day-to-day service and stewardshipof a designated book of large and complex commercial accounts, ensuring all client needs are addressed in alignment with agency procedures and service standards.

• Oversee and execute the full renewal lifecycle, including data collection, exposure analysis, marketing strategy development, carrier negotiations, and delivery of comprehensive renewal proposals.

• Manage new business marketing efforts, collaborating with Producers and Account Executives to design placement strategies, prepare carrier submissions, evaluate quotes, and secureoptimalprogram structures.

• Review and analyze policy audits, ensuringaccuracyand proactively addressing discrepancies with carriers and clients.

• Ensure accuracy and completeness of all policy documents, endorsements, and binders, confirming coverage terms reflect negotiated and ordered conditions.

• Provide expert-level client support, responding promptly to inquiries, carrier requests, and service needs, while delivering proactive guidance to strengthen client relationships.

• Issue and manage certificates, endorsements, policies, ID cards, and other coverage documents, ensuring compliance andtimelydelivery.

• Maintain precise documentationof all client activities, communications, and transactions within the agency management system (Applied EPIC), ensuring data integrity and audit readiness.

• Utilize agency technology platforms, including upload/download and interface capabilities, to enhance workflow efficiency and accuracy.

• Serve as a strategic partner to Producers and Account Executives, communicating key account developments,identifyingpotential service issues, and elevating risks or concerns to leadership whenappropriate

• Stay current on industry trends, carrier appetites, and underwriting guidelines, applying sound judgment and market knowledge to support client placements and coverage recommendations.

• Maintain deepexpertisein commercial insurancecoveragesand policy language, ensuring the ability to advise clients on program structure, coverage adequacy, and emerging exposures.

• Support continuous improvement initiatives, including workflow enhancement, training, and cross-functional collaboration, while providing mentorship to junior team members as needed.

• Performadditionalduties and serve as backup supportfor other team members or functions, as requested by leadership.

Requirements:

• 5+years experiencewith Commercial Lines Property & Casualtyrequired

• Strong organizational skills- ability to prioritize and be proactive

• Computer skills, specifically Microsoft Word,Outlookand Excel

• Excellent verbal and written communication skills as well as strong interpersonal skills

• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages

• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variablesfurnishedin written, oral,diagramor schedule form

• Applied Systems / EPIC experience a plus

Education/Experience:

• High School diplomarequired,Associate Degreeor higher preferred.

• Active Property & Casualty Licenserequired

• CRIS, CPCU or special training course completiona plus