• Manage an assigned book of business, ensuring account retention and supporting new business • Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions • Serve as a subject matter expert for the account management team • Maintain a high degree of technical competence and industry expertise • Direct daily activities and workflow of the account management team • Handle customer service requests, policy administration, billing, claims, and coverage analysis • Manage policy expirations and renewals • Conduct client research, prepare submissions, negotiate coverages, and present proposals • Monitor reports and take action on delinquent accounts, collecting outstanding balances • Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness • Monitor and maintain activity/suspense to ensure timely completion • Maintain frequent, transparent communication with the account team regarding workload status and any issues • Deliver excellent service, proactively anticipate needs, and respond quickly to service requests • Stay updated on company policies and procedures • Seek and adopt best practices to improve individual and team performance • Demonstrate integrity and leadership