Associate Client Advocate-Private Client Services

The Role

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

• Act as the 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. 

• Perform other duties and special projects as assigned.