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Manage and service a portfolio of commercial insurance accounts across multiple lines of coverage
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Act as the primary point of contact for clients, providing ongoing policy support and relationship management
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Prepare, review, and process policy endorsements, renewals, cancellations, and certificates of insurance
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Analyze client coverage needs and recommend appropriate insurance solutions
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Market accounts to carriers and negotiate terms, pricing, and coverage options
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Coordinate with producers, underwriters, and carriers to ensure timely policy placement and renewals
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Ensure accuracy and compliance in policy documentation and carrier requirements
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Assist with claims reporting and follow-up as needed
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Maintain detailed and accurate client records within agency management systems
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Stay current on industry regulations, carrier guidelines, and coverage changes
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Provide excellent customer service while meeting agency performance and retention goals