• Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts • Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business • Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision • Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions • Select carriers to approach with accounts • Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner • Prepare recommendations for agents showing fact information regarding best coverage information • Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines • Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines • Acquire confirmations from retailers when accounts are bound • Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines • Prepare company profiles and research analysis for client visits • Provide directions and supervision to team as requested by Broker • Manage incoming calls from producers and companies • Maintain good working relationship with current agents and other co-workers • Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education • Perform other duties, tasks, responsibilities and projects as assigned

• Handle multimodal cargo (maritime, air, and road), managing imports and exports across various sectors. • Excellent opportunity for professionals with an established market network who are seeking structure, autonomy, and high earning potential.

• Assist the account team in completing day-to-day administrative tasks • Ensure no liability associated with errors or omissions occurs • Resolve basic and routine administrative and customer service issues • Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant • Handle endorsements, audits, cancellations, reinstatements, policy releases, and check requests • Maintain accurate and up-to-date data in agency systems • Provide proactive and responsive service • Ensure productivity and quality standards are met

• Create detailed business plans designed to attain predetermined goals and quotas • Cultivate new client relationships and nurture existing relationships • Effectively communicate to clients your knowledge of the current and evolving demand generation landscape and how we can help them achieve their goals • Work collaboratively with our Customer Success team to ensure your client’s initial and on-going success and satisfaction • Negotiate agreements and maintain records of sales and applicable data • Accurately forecast revenue and achieve defined sales targets