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Client Manager, Small Group Employee Benefits
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- Market renewal policies, as requested by Producer
- Provide Producer with accurate new and renewal proposals, coverage summaries and client check lists for presentation to clients
- Respond to or refer insured's and underwriter's questions or requests
- Assist Producer and Client in the reconciliation of client accounts, as necessary
- Pursue a program for personal and professional development, including educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language, and other classes as recommended by leaders
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