Associate Client Advocate-Private Client Services

Independently manage client relationships and accounts up to $1MM in volume revenue by acting as the primary point of contact for daily service inquiries. Develop and implement competitive insurance programs, preparing quotes for renewals and new business while managing the onboarding and marketing processes for prospect companies. Compile client information to process new, renewal, cancellation, and endorsement requests, maintaining accurate files and reviewing commercial insurance applications for accuracy. Collaborate with producers, clients, and underwriters to obtain information, prepare proposals, and finalize communications for delivery. Perform thorough contract reviews and database file management, recommending coverage enhancements and completing other assigned special projects.