Client Advocate - Construction

Client Advocate - Construction responsible for account management and client servicing for insured clients. Manages day-to-day client interactions via calls and emails, processes mail and documents related to policies, reviews policies, handles endorsements and certificates of insurance, delivers policies, and prepares for policy delivery. Supports processing of cancellations, non-payment issues, monthly reports, premium audits, and disputed audits, and maintains proficiency with the EPIC client management system. Focuses on delivering a high-quality customer experience and fostering strong agency/carrier relationships while keeping leadership informed of actions that may affect operations and ensuring continuous professional development.