Renewal Account Specialist/Manager with demonstrated command to manage a book of business and proven history of managing concurrent objectives with client base and potential new opportunities with their annual policy renewal. Experience working with carrier partners and understanding clients' needs prior to their policy renewal, reaching out to each client, and providing alternative, or additional coverage options as appropriate in order to retain the business and ensure client satisfaction. providing efficiency and always influence positive outcomes.
· Provide renewal rate relief for groups
· Verify producer addresses in Siebel Toolkit. Identify, generate, and release appropriate reports in the GCRS package. Manage Regular amendments that require sales involvement (pre or post submission to NBBS). Serve as Subject Matter Expert on various Guardian systems (Siebel, CPS, Phoenix, etc.) capabilities, Products, and workflow procedure.
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