• Manage client and carrier communications ensuring timely and professional responses. • Handle end-to-end policy setup and maintenance in AMS360, including creating customer profiles, setting up applications, and transitioning applications into policies. • Process policy-related transactions, such as invoicing, payment application (standard and non-standard markets), finance agreement setup, and submitting policy changes. • Oversee renewal and audit processes, including notifying clients, collecting updated information, quoting/requoting, and managing cross-sell opportunities. • Manage certificates of insurance, including setup, holder list management, edits, and distribution in line with policy requirements and client needs. • Support quoting and underwriting, including gathering business information, submitting to carriers, and coordinating responses to underwriter requests. • Utilize AMS360 and carrier websites for activity tracking, setting follow-ups, pulling loss runs, and sending/managing documents via DocuSign.