• Coordinate day to day service needs for clients • Coordinate marketing for new and renewal coverages • Coordinate preparation of summaries of insurance, schedules, loss summaries, proposals • Coordinate claim and cancellation activities for client • Maintain client files and ensure accurate account information • Assists in developing strong carrier relationships • Identify and request renewal exposures from client • Prepare final submission for new and renewal marketing • Correspond with carrier underwriters • Review/Summarize new and renewal quotations • Finalize new and renewal proposals • Coordinate binding of coverage • Complete Coverage Review/Checklists • Overall responsibility of ensuring coverage is placed correctly • Complete policy checklists • Create Loss Summaries • Validate audits and prepare for delivery • Manage clients’ accounts receivable • Issue and quote premium finance agreements • Complete final review of policy documents and coordinate delivery to client • Generate Agency Fee agreements when necessary • Deliver policy documents to client • Client contract review if needed • Manage and develop the overall strategy for the account with insurance & non-insurance risk transfer techniques including placement of insurance policies • Identify opportunities for expanded business through gaps in coverage and program improvements