Works closely with Producers and other Associated personnel on all aspects of client procedures. Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly. Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability. Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements. Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary. Act as a liaison between clients and insurance carriers to resolve any client service issues. Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files. Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows-up on cross selling opportunities when appropriate.