Associate Client Advocate - Real Estate

The Role

The Role

• Support the delivery of large-scale, multi-line programs (Property, GL, Auto, etc.)
• Execute daily workflows in alignment with established timelines and service standards
• Ensure consistent, end-to-end coordination across internal teams and external partners
• Execute core processes including scheduling, certificate tracking, document management, and reporting
• Adhere to standardized workflows, naming conventions, and documentation protocols
• Identify inefficiencies and support continuous improvement of processes
• Review and validate invoices, claim service fees, and carrier billing
• Support payment processing and approval workflows
• Maintain accurate financial records within systems of record
• Serve as a liaison between internal teams, TPAs, carriers, vendors, and client stakeholders
• Ensure timely follow-up on outstanding items and maintain clear documentation of communications
• Support escalation and resolution of operational issues

Claims & Data Management

Claims & Data Management

• Manage claim intake, reporting, and documentation within RMIS platforms (e.g., Origami)
• Manage COI intake and documentation within client vendor portal (e.g., OneTrust)
• Maintain accurate, consistent claim and loss data across systems
• Support production and reconciliation of reports, including loss runs and client reporting

Major Accountabilities

Major Accountabilities

• Execution Excellence: Deliver timely, accurate completion of all operational workflows across the program.
• Data Integrity: Maintain high-quality, consistent data across all systems and reporting outputs.
• Process Discipline: Adhere to and reinforce standardized processes; identify and escalate process gaps.
• Stakeholder Coordination: Ensure seamless communication and follow-through across internal teams, carriers, and TPAs.
• Accountability & Ownership: Take responsibility for assigned tasks, follow through on deliverables, and proactively manage issues.
• Client Support: Contribute to consistent, professional client experience aligned with program expectations.
• Vendor portal management

Qualifications

The Requirements

• Minimum 10 years of insurance experience in a client-facing role
• Strong knowledge of Property & Casualty (P&C) insurance
• P&C Insurance License required
• Experience supporting large-scale, multi-line programs (Property, GL, Auto, etc.)
• Proficiency in Excel (required)
• Experience with RMIS platforms (e.g., Origami)
• Experience managing vendor portals (e.g., OneTrust)