• Maintains and updates log of all renewal PIS business within the team in the respective system: Quote Tracker and Synergy CRM. • Sends renewal solicitations to existing clients in a timely manner to facilitate successful renewals of PIS policies. • Handles communication with insurance carriers throughout the renewal process. • Creates Pearl branded quote documents and payment instructions for all PIS renewals. • Reviews and processes money mail orders for renewal business (checks for accuracy and completeness). • Sorts mail, indexes scanned mail, and distributes to appropriate underwriter if necessary. • Issues policies and processes invoices to ensure payments to carriers are on time and in full. • Participates in monthly team meetings and provides feedback on process improvements.