RESPONSIBILITIES • Answer and respond promptly to client inquiries via phone, mail and e-mail, in a professional and courteous manner, adhering to agency guidelines. • Maintain proper file documentation including properly documenting all phone calls, correspondence, faxes and emails in Sagitta and Image Right. • Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations. • Accurately process policy changes on carrier websites or via email. Follow up with carriers to ensure all applications and any policy changes are processed in a timely manner. • Assume ownership of customer concerns and feedback until a successful resolution is achieved. • Review client exposures, loss experience and current coverage and provide proactive solutions, and recommend appropriate products and services. • Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client. • Assist with the solicitation of new accounts and retention of existing accounts. Looks for new sales opportunities by cross- selling. • Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards. • Work well within the team and contribute to the team effort by openly sharing insurance knowledge. Skills & Qualifications: • Minimum three (3) year prior Commercial Insurance experience • Strong customer service skills with an ability to assess insurance coverage needs • Excellent communication and diplomacy skills to resolve client issues • Articulate, well organized, and focused • Goal oriented and highly motivated and resourceful to achieve results • Ability to work independently, as well as in a team environment Educational requirement: • Bachelor’s degree preferred - experience equivalent will be considered • Broker’s license is required • Insurance designation preferred Technology: Proficient in Microsoft Office and relevant company proprietary databases, Experience with an agency management system such as Sagitta is a plus.