SUMMARYResponsible for providing customer service and overall service of assigned customers and/or policies. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.ESSENTIAL DUTIES AND RESPONSIBILITIES• Fosters and manages overall relationship with clients ensuring retention of book of business and high satisfaction.• Analyzes certificate, endorsement, and audit requests. • Initiates necessary corrections to ensure accuracy of dates, coverage, signatures, commission, premium, attachments, etc. • Facilitates flow of information from agents and underwriters, whether to internal teams and/or clients.• Initiates cancellation and non-renewal notices according to statutory and contractual requirements.• Responds promptly to all requests from internal team, (re)insurers or clients regarding account servicing issues.• Interacts regularly with brokers, clients, and underwriters regarding certificates; responding to queries and concerns with a prompt resolution.• Maintains organizational control of all deadlines, follow-ups and deliverables for certificates, endorsements, regulatory reporting or other pertinent items (whether internal or from outside sources).• Provides and/or assists with quotations and binders for new business, renewals and endorsements.• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer.• Reviews policies for accuracy and review contracts.• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.• Notifies producer of pertinent information related to client retention.• Meets with clients as needed or directed by Producer.• Serves as technical expert, assisting department members to resolve complex issues.• Provides mentoring to staff to support immediate supervisor.• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).• Other duties as assigned. QUALIFICATIONSEDUCATION / EXPERIENCEBachelor’s degree or equivalent combination of education and experience Eight (8) or more years related work experienceValid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisor SKILLSExcellent verbal and written communication skills Advanced planning, organizational and prioritization skillsAbility to work within a team and to foster teamwork Excellent customer service skills, including telephone and listening skillsGood leadership, problem solving and time management skillsProficient in Microsoft Office Suite#LI-KG1