Associate Client Advocate

The Role

This position is a client-facing role responsible for directly supporting Commercial Property and Casualty Insurance client relationship management efforts and coordinating all service activity at the program level. The Associate Client Advocate is a key member of the client service team, responsible for facilitating the delivery of program level strategy and providing program consultation to commercial clients.

The Responsibilities

Pre-Renewal Strategy

•    Prepare and facilitate internal strategy meetings, including Program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client service plan.   
•    Partner with Producer or Account Executive to facilitate and lead external strategy meetings.  Ensure in-session documentation is kept, and that meeting outcomes & next steps are finalized at conclusion.  
 

Information Gathering
•    Ensure updated exposures and coverage information in completed in a timely fashion. Provide guidance to Client Manager on completion of updated information and applications, and coordinate responses with various client contacts, locations and divisions.  

Needs/Gap Analysis

•    Provide guidance as needed for review of client exposure updates and identification of recommendations for upcoming program coverages.

 Proposal

•    Design program-level proposal content, and coordinate inputs of information from Broking and other resources.  Participation in the proposal delivery meeting to lead program level discussion. Ensure documentation of proposal changes or decisions are communicated to the client as applicable. 

Binding

•    Ensure that the Order to Bind is received from the client, and that the confirmation of coverage and binders are delivered. Provide guidance to the Client Manager throughout the binding process, including program subjectivities as applicable.
•    Oversight of Final Review with Client Manager, as applicable 

Invoicing

•    Develop the allocation methodology and coordinate billing allocations as needed. 
•    Monitor the timely and accurate completion of the billing process and provide support for escalations of client-level accounting issues (including discrepancies and fee arrangements).

Ongoing Services

•    Management and oversight of timely and accurate completion of endorsement and audit requests.
•    Responsibility to review, finalize and deliver retro adjustments. 
•    Respond to mid-term client inquiries (i.e., policy and coverage questions) in partnership with other Service and 

Broking colleagues

•    Provide oversight and guidance and/or complete contract reviews.
•    Oversight and guidance on the open items listings with clients.  Provide leadership and support for ongoing client projects, and subsequent reporting and analysis (i.e., Client Advocacy/Stewardship Report and Modification Factor review).  
•    Coordinate and facilitate meetings, seminars, and other engagement-type activities for clients.

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