This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business. Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients. Primary Responsibilities - Evaluates exposures and renewal quote - Review upcoming renewals and determine which accounts warrant remarket - Make coverage recommendations - Utilize comparative rater tool to obtain quotes - Transact agency billing (where applicable) - Obtain signed binding and notifies carriers - Reviews binding documents for accuracy - Contract Reviews - Responsible for rounding out accounts and “Selling all of World” Other Responsibilities, as applicable - Setup and maintain accurate account details, contacts, and policy information in EPIC - Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance - Attach, organize, and name documents in EPIC - Initiate endorsements, proofs of insurance and invoices - Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. - Create activities in EPIC and assign to applicable team member - May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc. Qualifications - 3+ years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages Requirements - Must hold state Property & Casualty insurance license - Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products - Able to understand new technology platforms quickly - Proficient in agency management systems and carrier sites - Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues - Able to work in a team environment. Easily gains the trust and support of peers - Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert - Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment - Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them - Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service Education - High School Diploma or Equivalent Physical Demands - Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk - Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects - Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally

• Gestione e sviluppo del portafoglio clienti • Costruzione di una relazione di fiducia con gli interlocutori chiave • Analisi dei bisogni e supporto nell’implementazione delle nostre soluzioni • Ricerca e individuazione di opportunità di up-selling e cross-selling • Collaborazione con i team interni per condividere le esigenze dei clienti.

• Build strong customer relationships, promote current and future capabilities to prospects and customers • Develop sales account plans to support the overall Marketing and Sales plan • Identify, evaluate, and submit recommendations for representatives as needed • Provide and model exemplary customer service necessary to develop long-term relationships with customers • Negotiate and accelerate the capture of opportunities • Progress opportunities from the sample qualification stage to production runs • Support the reconciliation of customer Purchase Orders, provides accurate order forecasting for production and Marketing and Sales

• Gestione e sviluppo del portafoglio clienti • Costruzione di una relazione di fiducia con gli interlocutori chiave • Analisi dei bisogni, formulazione di raccomandazioni mirate e supporto nell’implementazione delle nostre soluzioni. • Monitoraggio costante delle performance e definizione di azioni volte a massimizzare il valore generato per ciascun cliente. • Ricerca e individuazione di opportunità di up-selling e cross-selling in un’ottica consulenziale. • Preparazione e negoziazione dei rinnovi contrattuali.