Description: • Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff • Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff • Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion • Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern • Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports • Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff • Assists with financial reporting for renewals by gathering and compiling Client details • Executes any requested changes on policies • Periodically assists in loss-run requests • Extends expiring binders as requested by senior staff • Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed • Assistants in the upkeep of carrier product information • Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures • Maintains and keeps records of Clients • Compiles preliminary numbers for promulgating experience modification, and orders worksheets • Issues and processes Client invoicing • Assist is the research of invoice and billing errors • Acquires an understanding of insurance brokerage business and account servicing processes • Researches industry trends and governmental regulations • Performs other responsibilities and duties as needed Qualifications: • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent • Up to three years of Client services experience is required • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) • Strong verbal and interpersonal communication skills required • Understands industry trends and governmental regulations • Ability to complete continuing education requirements as needed • Ability to attend company, department, and team meetings as required, including industry training sessions • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information • Ability to efficiently organize work and manage time in order to meet deadlines • Ability to travel by automobile and aircraft • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine • Ability to work on a computer for a prolonged amount of time • Ability to work outside of normal business hours as needed • Legally able to work in the United States AI Proficiency Required: Intermediate: candidates should be able to: • Effectively use generative AI tools for research, analysis, communication, and workflow optimization. • Validate AI-generated outputs for accuracy and appropriateness. • Apply sound judgment regarding data privacy, security, and regulatory requirements. • Identify opportunities to improve team effectiveness through responsible use of AI.