The Associate Client Advocate is the backbone of our account management teams, ensuring seamless service delivery and exceeding client expectations. This role involves both client-facing responsibilities and internal collaboration to support account leaders throughout the insurance issuance and renewal lifecycle. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Coordinate and manage all aspects of client service delivery, ensuring a high level of responsiveness and accuracy. Handle all day-to-day service delivery activities, including policy reviews, endorsements, audits, invoicing, Certificates of Insurance (COI), and Auto ID processing and Surplus Lines. Oversee invoicing processes, including fee/compensation agreements and billing allocations. Manage accounts receivable, aged receivables, and collections, resolving any client, carrier, or vendor accounting issues. Oversee the certificate renewal process, coordinating requirements with clients and ensuring timely issuance. Facilitate the issuance of renewal and mid-term Auto ID cards. Ensure timely processing of binding documents, endorsements, and audit requests. Collaborate with Service Liaisons on escalations and ensure policy revisions are completed and delivered promptly. Manage loss run, loss summary, and experience modification processes. Handle quoting, binding, and renewal processes for specialized policies, including Owners & Contractors Professional (OCP), Railroad Protective (RRP), and Builder’s Risk (BR). Ensure compliance with the Willis Towers Watson Excellence Model (WTWEM).
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed