• Responds timely to account team requests in resolving client issues and related questions. • Assists in producing client proposals, analysis and presentations as may be necessary. • Assist in managing the billing and receivable activity on specific accounts. • Establishes, maintains, and updates files, databases, records, and/or other documents for accounts. • Interacts with senior level managers and clients. • May participate in client meetings and group presentations. • Review, prepare and execute bonds. • Manages open items lists. • Involved in monitoring and updating renewal action plan or strategy to assist in ensuring compliance. • Solves problems regarding client issues. • Conforms to company’s professional standards and procedures to ensure quality service to all clients. • Performs miscellaneous job-related duties as assigned.