• Manage the marketing activity for assigned accounts • Create schedules of insurance and proposals • Management and tracking policy renewals utilizing marketing sheets • Endorsement processing • Invoicing • Set up new and renewal policies in Sagitta. • Scan and maintain documents, policies and correspondence. • Manage day to day account transactions including additions, deletions of vehicles, acquisitions. • Support administration of program adjustments including dividend and audit adjustments. • Contact clients and underwriters to obtain information for policy changes, renewals and endorsements. • Submission of renewal business to various markets and maintaining a productive relationship with insurance company underwriters and staff. • Working with Frenkel team members to execute all renewals in a timely manner. • Generation of accurate renewal submission, proposals. • Working with team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever possible. Immediately addressing matters impacting customer satisfaction as they arise. • Seek out new business through referrals, cross-selling and account rounding • Mentor and assist junior staff