Associate Client Advocate - Generalist

Overview

Join our Commercial Risk Unit Team! We are a highly skilled and collaborative team, dedicated to delivering comprehensive risk management guidance to some of the most innovative companies worldwide. Our clients span a wide range of industries, ensuring a dynamic and engaging work environment with new challenges each day.

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:

• Independently manage client relationships and accounts of advanced complexity and requirements.

• Perform program comparison and form review, in partnership with Account Executive(s).

• Independently prepare for, manage and conduct strategy renewal meetings with clients.

• Act as 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 and ability to assess and oversee internal account billing schedules and discrepancies.

• Perform thorough contract reviews for clients.

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

• Provide training and mentorship to Account Coordinators.

• Perform other duties and special projects as assigned