Work in compliance with agency SOPs while following industry regulations, deadlines, and underwriting guidelines
Collaborate with management on renewal process development and improvement
Remarket all policies at renewal through available carriers and present the most competitive option
Provide expert consultation to clients on coverages while maintaining a client-focused approach
Work in tandem with agency CSR to ensure all customers receive effective help in a timely manner
Communicate with realtors, mortgage companies, & other industry professionals to action requests on behalf of the client
Work in excel through agency developed spreadsheets to track renewals and new business/cross-sale binds
Use agency software to work tasks, maintain detailed records of client interactions and comprehensive document history, and work new business pipelines