• Provide account management and some marketing for assigned clients • Coordinate all aspects of renewal marketing process with client • Prepare account specifications, negotiate pricing and finalize policy conditions • Help coordinate invoicing and preparing of certificates and evidence of insurance • Prepare account proposals for presentation • Explain and clarify coverage forms to clients • Manage account services, coordinate and direct the activities • Expand existing accounts by developing offering new lines of coverage • Thorough documentation is required on each account with proper E&O procedures strictly followed