The role involves managing client relationships, overseeing policy renewals, and handling complex insurance account administration. It also requires providing team leadership, ensuring service excellence, and maintaining accurate agency management systems.
Support high-net-worth personal insurance clients by processing policy changes, managing correspondence, preparing proof-of-insurance documents, and coordinating underwriting requirements with clients and carriers. Collaborate with account managers, assist with claims, maintain compliance and licensure, and deliver accurate, timely client service.
Manage commercial insurance accounts and provide risk management solutions. Serve as a point of contact for clients within a large insurance brokerage environment.
