Assistant Client Advisor

Responsibilities

• Prepare and process all types of bonds as requested
• Request and follow-up with clients for Pre-Renewal Information
• Process new business, renewals, audits, endorsements etc. received from insurance carriers in our agency management system with Account Premium of $100,000 - $199,999
• Handle tasks for accounts needing special handling
• Affiliate with required supplementary applications as needed
• Remarket policies to various carriers online for team as needed
• Bind policies with carriers under the direction of the Client Advisor
• Attend renewal/new business meetings with team as requested
• Create, edit and finalize various types of proposals and coverage comparison spreadsheets for Client Advisor as requested
• Create, edit and finalize spreadsheet allocations for insureds included but not limited to premium, locations, vehicles, entities etc.
• Compute and initiate premium finance contracts as needed
• Complete loss analysis based on loss history received from carriers
• Complete Bid Specifications Worksheets based on insured's contracts as needed and assist with quoting ancillary policies such as OCPs, Builders Risk, etc.
• Afford assistance with the facilitation of the Service/Stewardship Plan
• Follow up on outstanding loss control services as needed
• Maintain tasks in WorkSmart
• Accept and initiate contact with clients (initial contact or back-up) via email or telephone
• Have a basic understanding of Excess & Surplus Lines Placement; complete Affidavits & Total Cost Forms
• Afford assistance with client billing inquiries - call carriers and provide information to clients
• Resolve premium account differences for your accounts
• Create various Master Certificate Templates in CSR24
• Analyze insurance requirements on requests for Certificates of Insurance and determine if coverage is in place or policies need to be endorsed
• Manage pre-determined book of business as the Primary Contact; Accounts under $5,000 in Revenue
• Work closely and communicate daily with Client Advisors, Account Executives and Producers for assistance and guidance

Qualifications

Not Specified