Manage daily client service needs for a designated book of business
Assist with renewal strategy, prepare submissions, proposals, and binding documents
Serve as the main day‑to‑day contact for client questions, policy changes, certificates, invoices, endorsements, audits, and routine contract review
Help clients report new claims and provide support on ongoing or large claims
Set up policies in the system, request invoices, monitor aged receivables, resolve carrier discrepancies, and process refunds when needed
Work with carrier partners to place renewals in the best markets and support market‑consolidation initiatives
Maintain documentation to reduce E&O exposure, support retention and new business efforts, participate in audits, and take on stretch projects for career growth
Requirements
2+ Years of experience in a Property & Casualty brokerage environment.
Knowledge of Property & Casualty business.
Ability to follow process and procedures guidance.
Analytical and problem-solving abilities.
Ability to display tact and poise under pressure when working through issues.
Good communication, interpersonal, and negotiation skills.
Ability to work efficiently in teams.
Hold Insurance licenses as required by the Company.