Reviews information for Account Manager pertaining to client insurance programs and helps draft insurance and reinsurance contracts.


Works with Account Manager to drive business and retention and improve the client experiences throughout the proposal and renewal process.


Reviews claims, contracts and audits, and follows up regarding endorsements, policy issuance, extensions and cancellations and escalates concerns to direct manager or client team, as appropriate.


Monitors the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards.


Monitors the maintenance of proper records for reporting and audit purposes and processes insurance and claims details into the database.


Strengthens and maintains relationships with clients, prospects, client teams and producers to provide best in class service and drive growth and retention.


Responds directly to simple and moderately difficult client questions and requests, and solicits assistance from Account Manager as needed.


Ensures all client information is collected, reviewed, updated and communicated to placement team for optimal program solutions and pricing.


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