• Secure new business placements and renewals, enhancing client relationships and coverage terms.
• Evaluate client risks through data analysis, optimizing risk solutions and program designs.
• Negotiate carrier quotes and terms, ensuring contract certainty and favorable conditions.
• Conduct underwriter meetings, providing expert coverage analysis and risk management.
• Maintain strong communication with service team, resolving discrepancies and enhancing service.
• Assess client needs, design solutions, negotiate coverage plans, ensuring optimal protection.
• Maintain and develop relationships with key underwriters, enhancing market knowledge.
• Market complex client business to various carriers, securing favorable terms and conditions.
• Stay current on industry news, products, coverage, and technology to provide informed advice.
• Attend meetings and events to foster professional development and networking.
• Secure new business placements and renewals, enhancing client relationships and coverage terms.
•Evaluate client risks through data analysis, optimizing risk solutions and program designs.
• Negotiate carrier quotes and terms, ensuring contract certainty and favorable conditions.
• Conduct underwriter meetings, providing expert coverage analysis and risk management.
Maintain strong communication with service team, resolving discrepancies and enhancing service
• Managed a book of business, ensuring accurate processing of new business, renewals, and endorsements.
• Developed strong relationships with property managers, developers, and board members to enhance client satisfaction.
• Handled agency bill invoices and maintained comprehensive electronic records in EPIC.
Provided timely quotations and addressed inquiries from various stakeholders, leading to increased client retention.
• Coordinated the distribution of applications and renewal documents, ensuring efficient workflow and compliance.
• Training new hires
• Maintained meticulous electronic records in EPIC, ensuring accuracy in agency billing and comprehensive documentation for all client interactions.