What You'll Do Assume responsibility for the proper and timely issuance of all certificates and maintenance of certificate files Manage database including policy information and specification information Order, check, and process endorsements and audit Preparation of renewal information for renewal marketing Invoicing of all documents Request premium finance quotes from t

What You'll Do Retain current clients. Annually design and execute an individual business / sales plan. Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members. Help client make more informed decisions with respect to risk treatment options. Lead the marketing effort. Responsible for Client Ac