-Manage and oversee the commercial lines book of business ensuring efficient operations and the highest standard of customer service.
-Build & maintain strong, trusting relationships with small business clients, provide expert guidance on coverage options and risk management tailored to their specific needs.
-Conduct regular account reviews and assessments to identify opportunities for additional coverage & remarketing current accounts.
-Collaborate with team members to assess client requirements & deliver customized insurance solutions, emphasize clear communication and proactive support.
-Provide guidance on benefits administration and assist clients in understanding their coverage options.
-Maintain accurate records of client interactions, policy details, and sales activities within the CRM system.
-Stay updated on industry trends, market conditions, and competitor activities to effectively position our offerings.