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The Policy Review Specialist focuses on retaining policyholders by managing renewals, conducting outreach, analyzing data, and suggesting policy adjustments to improve customer retention and sales opportunities.

The Client Relations Account Representative promotes and renews insurance coverage for existing clients, manages customer inquiries, facilitates underwriting, and documents sales activities in a CRM system.

The Policy Administration Specialist supports policy issuance by assembling documents, manual rating, maintaining accuracy, and assisting with the implementation of the Policy Administration System.

Handle inbound client calls and emails for the Rental Team, process endorsements and bind requests, maintain accurate policy records, and resolve system issues while ensuring compliance and excellent customer service.