- Independently manage client services and maintain relationships with minimal oversight from Producers.
- Direct a service team to manage a mid-market book of business effectively.
- Participating in interviews and responding to RFPs.
- Analyze and present renewal options to clients, selling renewal business and additional coverage lines.
- Promote various services offered by our agency through tailored Producer Service Proposals.
- Provide expert analysis and recommendations on clients' existing coverage plans.
- Select carriers for solicitation, negotiating beneficial terms and premiums.
- Address and resolve client inquiries, including benefits and claims issues.
- Review and ensure the accuracy of client coverage contracts and amendments.
- Manage and negotiate contracts with third-party vendors on behalf of clients.
- Oversee and support a dedicated service team.
- Bachelor's degree or an equivalent combination of education and experience.
- 5-7 years of relevant work experience in the insurance field.
- Designations are a plus CIC, CISR, CSRM, AAI
- Exceptional verbal and written communication abilities.
- Strong problem-solving and time management skills.
- Teamwork-oriented mindset.
- Proficient in planning, organization, and prioritization.
- Well-versed in Microsoft Office Suite, AMS360 or Applied TAM/EPIC.
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