• Serve as the main point of contact for a designated book of clients, managing their insurance needs with minimal oversight. • Support the full client lifecycle — from onboarding and quoting to renewals, endorsements, audits, and claims. • Provide guidance on coverage options, policy structures, and strategic insurance decisions. • Coordinate with agents, underwriters, and carriers to ensure timely, accurate submissions and resolve client issues. • Prepare proposals, renewals, and reports using CRM, mapping, and quoting tools. • Maintain detailed client records and document all servicing activity in AMS360 or other systems. • Assist with prospecting, referral follow-up, and client retention efforts. • Support team projects and contribute to process improvements. • Stay current on licensing, product training, and industry trends. • Mentor junior team members as needed.