Job Description
Job Description
Day-to-Day
As a Senior Associate- Client Rep, you will own and manage the renewal lifecycle for assigned clients while ensuring accurate, timely updates in agency management systems. You will collaborate closely with internal teams, carriers, and clients to drive exceptional service and high retention.
You’ll work closely with a mix of tenured and mid-level team members, with clear paths for development into Senior Account Manager or Team Lead roles.
Key responsibilities include:
Set up and maintain client accounts, contacts, and policy information in EPIC and related systems throughout the renewal process.
Coordinate loss runs, experience mods, endorsements, cancellations, and policy changes.
Draft carrier submissions, prepare proposals, and assist with online portal quoting.
Generate client letters (BORs, pre-renewal, proposal cover letters, etc.) using established templates.
Organize and name documents in...
Day-to-Day
As a Senior Associate- Client Rep, you will own and manage the renewal lifecycle for assigned clients while ensuring accurate, timely updates in agency management systems. You will collaborate closely with internal teams, carriers, and clients to drive exceptional service and high retention.
You’ll work closely with a mix of tenured and mid-level team members, with clear paths for development into Senior Account Manager or Team Lead roles.
Key responsibilities include:
Set up and maintain client accounts, contacts, and policy information in EPIC and related systems throughout the renewal process.
Coordinate loss runs, experience mods, endorsements, cancellations, and policy changes.
Draft carrier submissions, prepare proposals, and assist with online portal quoting.
Generate client letters (BORs, pre-renewal, proposal cover letters, etc.) using established templates.
Organize and name documents in...