• Supporting and effectively managing the renewal process for existing customers within your account portfolio to ensure seamless retention. • Carefully reviewing all account policy data for accuracy and ensuring zero errors in client documentation. • Maintaining effective communication with clients to fully understand their unique insurance requirements and making strategic recommendations. • Advising customers on "silent exclusions" or gaps in coverage and recommending additional lines to strengthen their risk architecture. • Liaising with insurance partners to negotiate and create the best possible insurance packages for each client.

• Supporting and effectively onboarding new customers. • Carefully reviewing all new submissions and policy data for accuracy while managing complex policy changes. • Managing the existing book of business by issuing certificates and processing endorsements for large and complex accounts. • Identifying opportunities for upselling and cross-selling within the current book of business to ensure a "Circle of Protection." • Processing remarkets to ensure clients consistently maintain the most competitive and comprehensive coverage available. • Serving as the primary point of contact for mid-term reviews and year-round account maintenance.

• Fully Remote position in Canada • Automate workflow and eliminate underwriting to focus on building relationships and closing deals. • Provide dedicated support to assist in growing the mortgage business. • Utilize powerful tools for processing mortgage applications and guiding clients through their journey. • Maintain client relationships and communication throughout the mortgage process.

• Drive sales and new carrier appointments to grow QuoteWell's footprint • Support the continued evolution of wholesale operations at QuoteWell • Develop, maintain and cultivate client and agent relationships. • Solicit, market, quote, bind, and confirm new and existing business. • Negotiate the best terms and coverages available with accessible markets. • Partner with our Product, Engineering, and Operations teams to build solutions to streamline efforts across the full policy lifecycle in the surplus lines space