Associate Client Advocate - Generalist

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.

Location

: Remote – This position is open to candidates residing anywhere within the United States.
Note

: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Independently manage client relationships and accounts of advanced complexity and requirements.
Perform program comparison and form review, in partnership with Account Executive(s).
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
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.
Ability to train, delegate, provide oversight and give feedback.
Ability to learn and adopt and train use of technology systems and software applications.
Intermediate strategic project planning including extended time management.
Certificates, Licenses, Registration:
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role.
This role is also eligible for an annual short-term incentive bonus.
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, Identify 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., 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.