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The Barclay Group | Audubon, United States | Posted June 19, 2026
Position Overview
Benefits:
- IRA
- Health insurance
- Paid time off
Essential Functions include but are not limited to the following:
- Daily account management of an assigned book of business including, but not limited to, policy changes, invoicing, premium breakdowns, ID Cards, and responding to policy inquiries.
- Provide expert advice and guidance on coverage options and policy changes.
- Develop and maintain strong relationships with clients and underwriters.
- Conduct regular policy reviews to ensure optimal coverage and client satisfaction.
- Stay updated on industry trends, regulations, and product offerings.
- Collaborate with team members to achieve departmental goals.
- Utilize agency management systems for accurate record-keeping and reporting.
- Obtain documents from se...