• Manage an assigned book of business, ensuring performance requirements are met and no liability occurs. • Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests. • Lead the account team with a strong work ethic, positive attitude, and willingness to assist others. • Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions. • Identify and act on sales opportunities to grow IOA business. • Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings. • Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings. • Build and improve client relationships, seek feedback, and implement improvements. • Advocate for clients and carriers to ensure mutually beneficial outcomes. • Identify and implement value-added solutions for clients. • Support team training and development, promote a positive work environment, and seek continuous improvement. • Maintain transparent communication with Producers and team members. • Ensure adherence to company policies and industry standards. • Champion IOA core values and demonstrate integrity and leadership.