Day to Day:

You will act as the primary service contact for your clients, overseeing renewals, coverage analysis, carrier negotiations, and all day‑to‑day policy servicing. This role offers a strong blend of technical insurance work, strategic client planning, and hands‑on relationship management. You will collaborate closely with Client Advisors, Account Executives, and carrier partners while working alongside a service pod of Account Managers and Associates.

Key Responsibilities Include:

• Evaluate exposures, obtain quotes, negotiate terms, and finalize carrier offerings
• Lead risk analysis, gather client information, and provide technical coverage recommendations
• Determine markets aligned with carrier strategy
• Prepare and deliver strategic renewal materials and carrier submissions
• Bind coverage, review binding documents, and ensure accuracy
• Maintain accurate account, policy, and contact data within EPIC
• Process renewals, endorsements, cancellations, proofs of insurance
• Generate standard client and carrier communications (BORs, proposals, pre‑renewal letters, etc.)

REQUIRED SKILLS AND EXPERIENCE

• 3+ years of Commercial P&C insurance experience (commercial line)
• Strong understanding of commercial insurance coverages and guaranteed cost programs
• Active Property & Casualty insurance license (In Ohio)
• Proficient in EPIC and carrier portal systems
• Has a book of business specifically for small companies

NICE TO HAVE SKILLS AND EXPERIENCE

• Strong MS Office skills; Excel proficiency (formulas, formatting, templates)
• High School Diploma or equivalent experience. (College Preferred)