Ottawa Kent Insurance Agency Inc

Client Partner

• Serve as the primary day-to-day contact for an established book of business
• Manage new business and renewal marketing process
• Work with client development team to develop renewal strategies
• Prepare renewal presentations and employee communications
• Run reporting and data analytics
• Keep up to date with compliance and regulation
• Identify cross sell and account rounding opportunities
• Keep client information up to date in agency management systems
• Work with carriers to resolve service and claims issues

Employee Benefits Client Manager

Account Manager

• Serve clients in an existing book of small to middle market commercial insurance while having an opportunity to grow the book with account rounding
• Retain current clients
• Share technical expertise about insurance - products, coverages, client needs, forms, and proposals
• Exposure to both New and Renewal marketing
• Complete day-to-day Commercial Lines Workflows - written confirmation of binding policies, certificates of insurance, endorsements and audits
• Grow accounts by seeing account rounding and cross-selling opportunities (Business, Personal, Life, Benefits)
• Prepare proposals and summaries of insurance in both our agency management system and insurance carrier’s rating systems

Employee Benefits Client Manager

Insurance Commercial Account Manager, CSR