• Client Onboarding & Data Management: Collect and organize client data to support onboarding, renewals, and program changes. • Maintain accurate records in internal systems. • Assist in setting up new client accounts, verifying information, and coordinating across teams. • Placement & Renewal Support: Prepare renewal materials and coordinate with clients and carriers. • Proposal & Binding: Develop draft client proposals and facilitate the binding process. • Billing & Accounting Coordination: Partner with accounting teams to manage invoices and ensure compliance. • Policy Issuance & Documentation: Deliver policies and ensure documentation is accurate. • Ongoing Client Service: Support mid-term adjustments and respond to client inquiries.