Account Representative Professional & Healthcare Book of Business Client Relationship Management Develop and maintain strong, long-term relationships with clients by gaining a deep understanding of their insurance needs Provide tailored insurance solutions aligned with each client s risk profile and objectives Deliver timely, responsive service by addressing client inquiries, concerns, and service requests efficiently and professionally Renewal Management & Strategy Develop and execute strategic renewal plans for assigned accounts Adhere to the Business Marketing Checklist to ensure consistency and quality in the renewal process Initiate renewal marketing efforts within required timelines Proactively identify and pursue cross-selling and upselling opportunities to enhance client coverage and value Marketing & Client Communication Maintain clear and consistent communication with clients throughout the marketing and renewal process Provide regular updates on marketing status, submissions, and carrier feedback Guide clients through the completion of applications, supplemental forms, and required documentation Compliance & Process Management Follow all protocol guidelines, including pre-binding and post-binding checklists Ensure accurate setup and maintenance of Master records Verify policy accuracy, compliance, and alignment with risk management best practices prior to binding