About The Position

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.

Responsibilities

  • 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).

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

1-10 employees

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