This position entails the comprehensive management and upkeep of a portfolio ranging from small to medium-sized businesses, ensuring all activities align with the agency's predefined renewal schedule. The goal is to execute these tasks with the highest level of efficiency.

Key Responsibilities:

• Provide exceptional service by assisting clients with adjustments to their coverage, while also educating them on the specifics of their policies, including coverage, exclusions, and potential risks.

• Prepare and submit renewal documents, including applications, coverage details, loss reports, and summaries, to insurers, engaging in direct negotiations when necessary.

• Maintain consistent and effective communication with clients, aiming to surpass their expectations through proactive and well-organized renewal procedures.

• Follow all internal procedures, timelines, and guidelines strictly.

• Handle the issuance of certificates of insurance, ensuring all contract requirements are met, and also manage proposals, Auto ID cards, billing entries, policy adjustments, summaries, coverage reviews, and follow-up on pending items.

• Ensure the accuracy of policy coverages, endorsements, and billing processes.

• Undertake any additional responsibilities as required.

Supervisory Responsibilities:

• This position does not have supervisory responsibilities.

Skills and Qualifications:

• Exceptional organizational skills with a keen eye for detail.

• Strong proficiency in mathematics, alongside excellent written and verbal communication abilities.

• A service-driven approach with the capability to work collaboratively in a team setting.

• Must be adept at managing tasks in a dynamic and fast-paced environment.

• Demonstrates critical thinking and the ability to prioritize issues efficiently.

• Technical proficiency, especially in data entry, Microsoft Word, and Excel. Familiarity with AMS360 and Imagewrite software is advantageous.

Education:

• A college degree is preferred.

Work Experience:

• At least 2 years of relevant experience in roles closely related to the job functions.

Licenses and Certifications:

• Required to have an active Property & Casualty Brokers License.