Associate Client Advocate - Construction

About the role

This remote position supports construction client companies through development, communication, and service needs, focusing on retaining large, complex accounts via relationship management. Open to candidates residing anywhere within the United States.

Responsibilities

• Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervise an Account Coordinator/Senior Account Coordinator.
• Independently manage client relationships and accounts up to $1MM in volume revenue.
• Act as the primary client point of contact for day-to-day service, responding to questions and requests.
• Develop, analyze, and implement competitive insurance programs, providing alternatives for client consideration.
• Prepare market quotes for renewals and new business.
• Manage the onboarding process for new clients and the marketing process for prospect companies.
• Prepare and review client communications, finalizing them for delivery.
• Collaborate with producers, clients, and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.
• Maintain current files, prepare policy renewal questionnaires, and recommend coverage enhancements.
• Review, evaluate, rate, and market Commercial Insurance applications and documents for accuracy.
• Compile and organize client information for new, renewal, cancellation, and endorsement processing.
• Perform thorough contract reviews for clients.
• Manage database file input and maintain documents in agency management systems.
• Provide training to Account Coordinators; may manage Account Coordinators and Account Assistants.
• Perform other duties and special projects as assigned.

Requirements

• Minimum of 3–5 years of brokerage experience.
• Property and Casualty account management experience.
• Property and Casualty Insurance license.

Qualifications

• Excellent written, verbal, and presentation communication skills.
• Strong telephone etiquette, customer service skills, professionalism, and tact.
• Advanced knowledge of Microsoft Office and its complex features.
• Resourcefulness, initiative, and problem-solving abilities.
• Ability to work collaboratively in a fast-paced environment.
• Skills in training, delegating, providing oversight, and giving feedback.
• Adaptability and flexibility to address client needs and changing priorities.
• Excellent time management and multitasking abilities.
• Proficiency in learning and adopting new technology systems and software applications.
• Ability to review deliverables for accuracy and manage projects.
• Strong relationship-building and trust-forging skills.

Pay

The base salary compensation range for this role is $66,000 – $104,000 USD annually. This role is also eligible for an annual short-term incentive bonus.

Benefits

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identity Theft Protection, Wellbeing Program, and Work/Life Resources (including Employee Assistance Program).
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, and other leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, Parental and Adoption Leave).
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior-level colleagues who meet eligibility requirements.