• Process new business, renewals, cancellations and endorsement requests on computer system, with insurance carriers and in client’s files per the request of client or producers • Create, type and send necessary correspondence to insurance companies and clients in order to update, obtain or verify necessary information in order to service all accounts • Review binders, policies and endorsements on all new business and renewals for accuracy and relevance • Input this data on the computer system and maintain paper files for each account • Answer client’s questions about their insurance coverages and needs • Answer insurance company underwriter’s questions about client accounts • Assist producers in preparing proposals, providing policy summaries and account reviews • Build up a rapport with our counterpart at the client’s office • Assist the accounting department in the reconciliation of Company accounts • Provide prompt, accurate, courteous service to our clients • Continue to look for opportunities to make new sales when in contact with clients • Interface with the Personal Lines Team/Producer to develop personal lines sales • All tasks should be handled in a manner which are in compliance with the “Quality Control Manual for Commercial Lines Insurance” and according to Corporate guidelines and procedures

• Drive end-to-end execution of digital and creative initiatives for key client engagements. • Own project delivery excellence and ensure precision, clarity, and strategic alignment. • Operate as a trusted client partner and align stakeholders. • Mitigate delivery risks and maintain high creative and operational standards. • Work cross-functionally with teams to ensure deliverables meet brand objectives and performance goals.

• Act as the main point of contact for clients on creative and content projects. • Manage planning and delivery of multi-channel content (web, social, video, visual assets). • Coordinate cross-functional teams to deliver campaigns smoothly. • Own timelines, resourcing, quality control, and final delivery. • Review performance and identify opportunities for improvement or expansion.

• Act as the main point of contact for clients on creative and content projects. • Manage planning and delivery of multi-channel content (web, social, video, visual assets). • Coordinate cross-functional teams to deliver campaigns smoothly. • Own timelines, resourcing, quality control, and final delivery. • Review performance and identify opportunities for improvement or expansion.