• Foster and manage overall relationship with clients ensuring retention of middle market book of business and high satisfaction.• Develop new business opportunities for existing clients and prospects.• Initiate renewal process for existing clients. Discuss and create renewal strategy with producer.• Analyze and compare current exposures and develop renewal or new business specifications for marketing.• Conduct marketing, negotiation, analyze quotes and coverages for… Show more • Foster and manage overall relationship with clients ensuring retention of middle market book of business and high satisfaction.• Develop new business opportunities for existing clients and prospects.• Initiate renewal process for existing clients. Discuss and create renewal strategy with producer.• Analyze and compare current exposures and develop renewal or new business specifications for marketing.• Conduct marketing, negotiation, analyze quotes and coverages for competitiveness and accuracy.• Review, analyze and summarize marketing results.• Client presentations.• Contract review.• Analyze and prepare summaries of coverage for clients.• Client Accounting.• Provide technical guidance to staff assisting with client needs or procedural issues.• Privacy and Security Officer.• Subject Matter Expert (SME) - Epic Workflow Training. • Office/Staff manager including employee reviews, mentoring, audits, new hire interviewing, new hire onboarding, disciplinary action, conducting commercial lines staff meetings, presentations and event planning.• Corporate Peer Auditor - Best Practices. Show less

• Prepare and process legal documents, such as summons, subpoenas, complaints, appeals, motions, and pretrial agreements.• Maintain legal calendar.• Correspondence with clients, witnesses, and court officials.• Organize and maintain law libraries, documents, and case files.• Assist legal counsel in collecting information such as employment, medical, and other records.• Attend legal meetings, such as client interviews, hearings, and depositions.• Review legal publications… Show more • Prepare and process legal documents, such as summons, subpoenas, complaints, appeals, motions, and pretrial agreements.• Maintain legal calendar.• Correspondence with clients, witnesses, and court officials.• Organize and maintain law libraries, documents, and case files.• Assist legal counsel in collecting information such as employment, medical, and other records.• Attend legal meetings, such as client interviews, hearings, and depositions.• Review legal publications and perform database searches to identify laws and court decisions relevant to pending cases.• Submit articles and information from searches to attorneys for review and approval for use.• Prepare and review various forms, such as accident reports, trial and courtroom requests, and applications for clients.• Property Management. Show less