What You’ll Do
Client Management
- Manage a defined Personal Lines book of business, serving as the primary day-to-day partner to clients.
- Lead new business marketing and renewal strategies, including quoting, negotiation, policy review, endorsements, audits, and comparative analysis of carrier options.
- Build and deepen client relationships through proactive communication, responsiveness, and thoughtful service.
- Collaborate closely with Producers/Advisors to present solutions that balance coverage needs, risk appetite, and cost.
- Maintain strong relationships with underwriting partners to support efficient and effective marketing results.
- Support internal team members through clear communication, organized workflows, and thorough follow-through.
Operational Excellence
- Champion consistent processes, high-quality submissions, and accurate data entry to support departmental efficiency.
- Uphold TIG’s standards for service, professionalism, and responsiveness.
- Identify opportunities to streamline workflows, enhance the client experience, and reduce friction points.
- Review client accounts for gaps in coverage.
- Recommend appropriate additional products and coverage enhancements.
- Support in cross-selling opportunities within the agency.
- Contribute to a positive, steady, team-oriented culture through collaboration and reliability.
What Makes You Successful
At TIG we are looking for someone who is:
Client-focused and relationship-driven
Detail-oriented and highly organized
A strong communicator who enjoys helping others
Proactive, dependable, and solutions-oriented
Able to manage multiple priorities while maintaining accuracy
Collaborative and committed to team success
