Associate Client Advocate - Generalist
Job Description
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
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Where we are
We have colleagues all around the world, working remotely or in our offices. Together, we make a difference for clients in over 140 countries and markets, from the Middle East to Latin America, from Manila to New York.
