• Assist the Client Manager in delivering exceptional service to US based clients • Work closely with the internal service team to help manage a portfolio of small commercial-focused accounts • Attend system training and liaison between tech support and the servicing team, as needed • Assist Account Executives in entering new business prospects in Salesforce • Assist with account management and marketing team in completing marketing applications • Backup designee for online quoting • Assist with updating Excel documents including client policy schedule, premium schedules, etc. • Special project support, as needed • Processing certificates of insurance and Auto ID cards • Preparing policy documentation for delivery to the client • Manage market contact information • Assist in preparation of marketing materials • Maintain complete and accurate client files within agency management system (e.g., EPIC, AMS360) • Take ownership of data integrity and enrichment through daily client engagement