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The Account Manager manages client relationships, provides strategic insurance advice, oversees renewal processes, and ensures compliance with coverage requirements while maintaining high retention rates.

The Specialist maintains technical platforms for insurance operations, handling data flow, troubleshooting issues, and optimizing processes across various systems. They manage carrier downloads and ensure data integrity while supporting internal users and collaborating on enhancements.

The Senior Account Manager serves as the primary contact for clients, managing large accounts and ensuring excellent service and retention. Responsibilities include developing client relationships, designing insurance plans, managing expectations, and preparing proposals and policies.

The Account Manager manages client relationships, provides strategic insurance advice, assesses coverage, prepares client proposals, resolves service issues, and stays informed on industry developments.

The Account Coordinator manages client policies, handles inquiries, and works to ensure client satisfaction and retention in commercial lines insurance.

The Risk Advisor is responsible for new insurance account production, sales activities, and maintaining client relationships while achieving revenue objectives and managing a profitable insurance book.

The Account Coordinator is responsible for managing policy documents, client communications, and maintaining accurate client files, while also assisting the Account Management team with renewals and marketing.

The Account Coordinator manages client interactions and administrative tasks related to policy documents, ensuring accuracy and timely service, while maintaining knowledge of insurance products.

The Account Manager manages client relationships, providing strategic advice on insurance, overseeing proposal preparation, and ensuring retention of accounts.

The Risk Advisor is responsible for sales activities in insurance, client relationship management, market research, and risk assessment.