• Manage policy changes, endorsements, renewals, and customer service requests
• Assist clients with billing questions, coverage reviews, certificates, and policy documents
• Process and track renewals according to agency timelines
• Maintain accurate client records and agency documentation
• Support both Personal Lines and Commercial Lines accounts
• Identify cross-sell and account-rounding opportunities
• Assist with retention efforts and client relationship management
• Work with multiple carrier systems and agency management software
• Collaborate with agency leadership to improve workflows and customer experience
• Participate in ongoing training and professional development