• To be a product knowledge and technology expert in ALL environments
• Work with management and Client Relations teams to continue to develop processes that will ensure current accounts’ growth and success with Portfolio.
• Take immediate action to meet the needs of clients
• Responsible to work with others to work through/resolve issues with current clients
• General Management of current assigned agencies
• Proper delegation of work through the Business Development and Client Relations teams
• Accountable for meeting annual production forecast expectations
• Conduct Retro/Reinsurance and custom dealer presentations
• Complete Retro/Reinsurance reviews for ALL assigned agency business
• Manage assigned agencies Dealer’s remittance trends
• Manage assigned agencies attrition for current dealers
• Accountable for keeping expenses within the established guidelines
• Responsible for working with the accounting department on all accounting issues related to assigned agencies
• Responsible for working with the Claims department on claim issues related to assigned agencies
• Take ownership of changes and is personally responsible for managing change in an upbeat positive manner
• Travel 70-80% of the time (air, road, etc.)
• Other Job Duties as assigned