SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES - Supports Producer in developing new business opportunities for existing clients and prospects; - Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer; - Analyzes and compares current exposures and develops renewal or new business specifications for marketing; - Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy; - Reviews and summarizes marketing results and prepares proposals; - Finalizes proposals and presentations in coordination with Producer; - Binds insurance coverage and prepares binders and/or delegate certificates issuance; - Reviews policies for accuracy and review contracts; - Prepares summaries and/or schedules of coverage for clients; - Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections; - Participates in the claims process as directed by management, including claim submission, follow-up and overall communication; - Provides technical guidance to staff assisting with client needs or procedural issues; - Notifies brokers of pertinent information related to client retention; - Meets with clients as needed or directed by Producer; - Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date; - Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); - Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE - Associate's Degree or equivalent combination of education and experience - Six (6) or more years related work experience - Valid Insurance License - Must continue to meet Continuing Education requirements for license renewal SKILLS - Proficient in Microsoft Office Suite - Excellent verbal and written communication skills - Excellent customer service skills, including telephone and listening skills - Good leadership, problem solving and time management skills - Ability to work within a team and to foster teamwork #LI-CP1 #LI-REMOTE