• Manage and retain book of business (large accounts) • Serve as point of contact for client relationships • Proactively lead the renewal process in collaboration with clients, carriers, and vendors • Analyze client business needs and recommend coverage solutions • Assist Employee Benefits Sales Producers with new business and carrier quoting • Cross-sell products across all lines of coverage • Maintain accurate documentation in the Agency Management System (AMS) • Assist the producers with account management • Participate in renewal meetings • Provide timely and thorough resolution to account issues • Work additional hours during peak renewal seasons as needed