Associate Client Advocate - Generalist

About the role

Join our Commercial Risk Unit Team! We are a highly skilled and collaborative team, dedicated to delivering comprehensive risk management guidance to some of the most innovative companies worldwide. Our clients span a wide range of industries, ensuring a dynamic and engaging work environment with new challenges each day. This position is remote and open to candidates residing anywhere within the United States. Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Responsibilities

• Independently manage client relationships and accounts of advanced complexity and requirements.
• Perform program comparison and form review, in partnership with Account Executive(s).
• Independently prepare for, manage, and conduct strategy renewal meetings with clients.
• Act as 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 and ability to assess and oversee internal account billing schedules and discrepancies.
• Perform thorough contract reviews for clients.
• Perform database file management and input information.
• Accurately manage and maintain documents in agency management systems.
• Provide training and mentorship to Account Coordinators.
• Perform other duties and special projects as assigned.

Requirements

• Minimum of 4+ years of brokerage experience is required.
• Experience in various industry and middle market clients is required.
• Property and Casualty Insurance License is required.

Skills

• Exceptional communication skills: written, public speaking, and presentation preparation.
• Exceptional telephone etiquette and customer service skills, diplomacy, professionalism, and tact.
• Advanced knowledge of Microsoft Office and its complex features.
• Ability to be resourceful, take initiative, solve problems, offer solutions, and make process improvements.
• Works well with others in a fast-paced environment and is responsive to co-workers and colleagues.
• Ability to train, delegate, provide oversight, and give feedback.
• Adaptability and flexibility to address issues and client needs.
• Excellent time management skills.
• Ability to learn and adopt and train use of technology systems and software applications.
• Excellent at multi-tasking and flexibility to manage ever-changing priorities and deadlines.
• Intermediate strategic project planning including extended time management.
• Ability to forge relationships and build trust.

Pay

The base salary compensation range for this role is $90,000–120,000 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, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off.
• 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 satisfy the plans’ eligibility requirements.