• Help gather exposure updates and applications for renewals. • Track and ensure service timeline items are completed. • Manage daily task tracker of ongoing follow up items. • Verify renewals are booked and items issued (COI, auto ID cards, etc). • Track claims submitted to the claims department and aid with quality control. • Aid in marketing strategy for renewals. • Help evaluate incumbent and alternative markets. • Track account details: coverage in place, coverage opportunities, and cross-sell data. • Track client retention initiatives: events (Colonial, hunting, lunch, etc), birthday email, gifts, etc. • Help coordinate new business marketing efforts (documents to marketer, underwriting conversations, coverage review, etc). • Aid in efforts to drive new business (Private Equity, Franchise, Habitational, Public Sector, Real Estate, Program development, etc). • Ensure marketing timeline is established and submitted to Day 2 team. • Center of Influence development – help further relationships with targeted COI’s.