Associate Client Advocate

Job description

The Role This position is a client-facing role responsible for directly supporting Commercial Property and Casualty Insurance client relationship management efforts and coordinating all service activity at the program level. The Associate Client Advocate is a key member of the client service team, responsible for facilitating the delivery of program level strategy and providing program consultation to commercial clients. The Responsibilities: Pre-Renewal Strategy: - Prepare and facilitate internal strategy meetings, including Program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client service plan. - Partner with Producer or Account Executive to facilitate and lead external strategy meetings. Ensure in-session documentation is kept, and that meeting outcomes & next steps are finalized at conclusion. Information Gathering: - Ensure updated exposures and coverage information in completed in a timely fashion. Provide guidance to Client Manager on completion of updated information and applications, and coordinate responses with various client contacts, locations and divisions. Needs/Gap Analysis: -...