Client Partner

• Managing client accounts and ensuring timely delivery of service
• Enhancing customer satisfaction and building strong relationships with clients and insurance carriers
• Preparing proposals and binding coverage while maintaining accurate policy documentation
• Providing administrative support and assisting clients with their insurance needs
• Collaborating with team members to drive agency goals
• Conducting thorough assessments of clients' business risk programs and emphasizing risk management
• Reviewing renewals, endorsements, and other documents for accuracy and compliance

Client Manager – Business Insurance

Client Manager – Retirement Services

Client Manager

Senior Client Partner Consultant

Senior Client Partner Consultant