Associate Client Advocate - Construction

Position Summary

This position is responsible for development, communication, and service needs for our Construction client companies and for retaining large, complex accounts through relationship management.

Location: Remote – This position is open to candidates residing anywhere within the United States.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

What You’ll Be Responsible For

• Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervising an Account Coordinator/Senior Account Coordinator. 

• Independently manages client relationships and accounts up to $1MM in volume revenue. 

• Act as first and primary client point of contact to provide day-to-day service by responding to client questions and requests. 

• Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business. 

• Manage the onboarding process of new clients. 

• Manage the marketing process for prospect companies. 

• Prepare and review client communications and finalize for delivery. 

• Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts. 

• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy. 

• Compile and organize all client information necessary to process new, renewal, cancellation and endorsements. 

• Perform thorough contract reviews for clients. 

• Perform database file management and input information. Accurately manage and maintain documents in agency management systems.   

• Provide training to Account Coordinators. 

• May manage Account Coordinators and Account Assistants. 

• May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs) 

• Perform other duties and special projects as assigned.