• Independently manage day-to-day service responsibilities for a commercial book of business • Partner with producers to develop, coordinate, and support service plans for key accounts • Deliver exceptional ongoing service by preparing proposals, issuing certificates and auto ID cards, processing endorsements, audits, binders • Ensure timely invoicing of all premium-bearing transactions • Review policies upon receipt to ensure accuracy • Respond promptly and professionally to client questions and service requests • Review client contracts and recommend coverage modifications to meet contractual requirements • Communicate clearly and consistently with producers, clients, carriers, and internal team members • Maintain complete and accurate electronic account files • Effectively prioritize workload to meet deadlines • Support producers in identifying and eliminating coverage gaps • Participate in quality reviews and comply with agency quality and compliance programs • Build and maintain strong relationships with clients • Handle highly sensitive information with discretion and confidentiality • Continuously build technical knowledge through training, publications, seminars, and industry resources • Maintain regular, reliable attendance and contribute positively to the team