• Servicing all aspects of client accounts, including policy changes, cancellations, account updates, payments, etc. • Account review for coverage changes and add new coverages to suit the client’s needs • Protect retention for the agency and overall satisfaction to the client by transferring existing clients to sales as needed • Prepare all necessary paperwork, including but not limited to; applications, change requests and proper disclosures • Developing strong relationships with clients and carriers • Answer incoming calls & emails • Identify and assess customers’ needs to achieve satisfaction • Enter activities for all interaction with clients and carrier personnel, completed tasks and documents received in AMS360 management system • Perform special projects and other duties as assigned by management • Account round by cross selling additional lines of business