Associate Client Advocate-Private Client Services
About The Position
This role involves independently managing client relationships and accounts up to $1MM in volume revenue. The Associate Client Advocate will serve as the primary point of contact for clients, providing day-to-day service by addressing their questions and requests. Responsibilities include developing, analyzing, and implementing competitive insurance programs, preparing market and quote rates for renewals and new business, and managing the onboarding process for new clients and the marketing process for prospect companies. The role also requires preparing and reviewing client communications, collaborating with producers, clients, and underwriters, maintaining client files, recommending coverage enhancements, and performing contract reviews. Additionally, the position involves database file management and accurate maintenance of documents in agency management systems, as well as performing other assigned duties and special projects.
Requirements
- Experience managing client relationships and accounts.
- Ability to act as a primary client point of contact.
- Skills in developing, analyzing, and implementing insurance programs.
- Experience preparing market and quote rates for renewals and new business.
- Experience managing client onboarding processes.
- Experience managing marketing processes for prospect companies.
- Ability to prepare and review client communications.
- Strong communication and collaboration skills with producers, clients, and underwriters.
- Experience maintaining client files and preparing policy renewal questionnaires.
- Ability to recommend coverage enhancements.
- Experience reviewing, evaluating, rating, and marketing Commercial Insurance applications and documents.
- Skills in compiling and organizing client information for processing various policy transactions.
- Experience performing contract reviews.
- Proficiency in database file management and input.
- Experience accurately managing and maintaining documents in agency management systems.
Responsibilities
- Independently manage client relationships and accounts up to $1MM in volume revenue.
- Act as the first and 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.
- Perform thorough contract reviews for clients.
- Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
- Perform other duties and special projects as assigned.
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
