• Serve as the primary point of contact for assigned veterinary practices within the AVMA program. • Manage day-to-day service of professional liability policies. • Focus on cross-sell/up-sell opportunities for L&H and Personal Lines teams. • Coordinate renewals, policy changes, endorsements, certificates, claims support, and other coverage-related requests. • Review applications and coverage forms for accuracy and completeness prior to submission. • Support internal teams and underwriters with documentation, quoting, and policy binding. • Identify opportunities for cross-sell and up-sell within assigned practices. • Handle billing inquiries, premium allocations, and payment coordination for large practice accounts. • Maintain accurate and up-to-date rosters of employed veterinarians and staff for rating and policy administration. • Track coverage changes due to staffing adjustments, acquisitions, or ownership transitions within practices. • Partner with accounting, underwriting, and carrier teams to ensure billing and policy records align. • Build and maintain strong relationships with practice administrators, owners, and key contacts within assigned accounts. • Provide proactive communication and timely responses to service inquiries. • Identify opportunities to strengthen account relationships and enhance retention through education, responsiveness, and consistent follow-up. • Support marketing and program communication efforts to promote coverage enhancements and program resources. • Maintain accurate client files and activity logs within the agency management system. • Ensure all activities comply with program guidelines, carrier requirements, and regulatory standards. • Collaborate with Program Leader, Underwriting, and Customer Service teams to enhance workflows and client experience.