• Foster and manage relationships with policyholders and producers through responsive communication, prompt conflict resolution, and proactive outreach. • Taking into consideration the needs of each client, act as a liaison between internal departments and the customer to meet desired objectives. • Assess the client needs and maximize cross-selling opportunities for growth potential. • Monitor renewal activity in partnership with the sales representative and underwriting. Strategically prepare renewals to retain the account. Gather underwriting data and claims experience for review to best communicate renewal actions. • Manage to persistency goals for the allocated block of business. • Assist with the enrollment process as it relates to the preparation of enrollment materials, conducting enrollment meetings, etc. • Demonstrate proficiency in the group products sold by Pacific Life. • Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities.