Client Specialist

LocktonChicago, IL
37d

About The Position

Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator Builds and manages relationships with client(s) (core team and/or carrier) Reviews, completes and delivers Budget Projections to core teams Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable) Negotiates with carrier partners the most optimal outcome for our client(s) Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review Revises deliverable and recommendation based on peer review and delivers final results to core team Hosts standard meetings with core teams to discuss marketing status and other open items Provides feedback to carrier partners on renewal and new business Attend client meetings/calls to observe presentation by manager and/or leadership Liaison between core team and claims team Liaison between core team and AMAP team Obtain/maintain license

Responsibilities

  • Responsible for 20-40 total accounts
  • Builds and manages relationships with client(s)
  • Reviews, completes and delivers Budget Projections to core teams
  • Completes renewal package
  • Negotiates with carrier partners
  • Sends final client deliverable for peer review
  • Revises deliverable and recommendation based on peer review
  • Delivers final results to core team
  • Hosts standard meetings with core teams
  • Provides feedback to carrier partners
  • Attend client meetings/calls to observe presentation by manager and/or leadership
  • Liaison between core team and claims team
  • Liaison between core team and AMAP team
  • Obtain/maintain license

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What This Job Offers

Job Type

Full-time

Industry

Insurance Carriers and Related Activities

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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