06/07/2023
The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts. Principal Responsibilities: Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed. Assists in manages all policy activity aspects of assigned accounts including endorsements and invoicing. Maintains a concern for timeliness and completeness when interacting with clients, the organization and Insurance Company Partners to minimize potential for errors and omissions claims. Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable. Reviews existing accounts to determine if additional lines of...
BKS Partners
Deerfield, IL, USA
Full Time