Description: • Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards. • Oversees the servicing of a designated book of business as relating to marketing, claims, and administration • Researches an issues’ root cause, implements, and resolves policy-related issues • Recommends potential enhancements or improvements to processes, products, and/or policies • Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance. • Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations • Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans • Engages in Client strategy meetings to manage insured expectations for upcoming term • Develops and presents coverage plan and renewal terms to Client • Assesses and interprets exposure information from the Client • Analyzes quotes from carriers to determine appropriate recommendations • Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures • Facilitates Client premium financing • Participates in negotiations with carriers for new and renewal quotes • Collaborates with senior staff in selecting new markets for submission and requesting quotes • Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive • Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors • Researches and understands industry trends and government regulations • Mentors and trains junior-level staff • Performs other responsibilities and duties as needed #LI-SS1 Qualifications: • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent • Typically, more than 7 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 • Demonstrates strong working knowledge and experience within brokerage industry • 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 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