Job Abstract

The Role

The Associate Client Advocate works with and supports Natural Resources account leaders to manage overall client service delivery and administration throughout the insurance issuance and renewal life cycle. This position is a client facing role utilizing professional skills in Commercial Property and Casualty insurance to maintain and enhance large and complex client relationships while also insuring client profitability.

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

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.

Loss History & Analysis

• Oversight of Loss Run, Loss Summary and Experience Modification processes

Needs/Gap Analysis

• Provide guidance as needed for review of client exposure updates and identification of recommendations for upcoming program coverages.

Proposal

• Design program-level proposal content, and coordinate inputs of information from Broking and other resources. Participation in the proposal delivery meeting to lead program level discussion. Ensure documentation of proposal changes or decisions are communicated to the client as applicable.

Binding

• Ensure that the Order to Bind is received from the client, and that the confirmation of coverage and binders are delivered. Provide guidance to the Client Manager throughout the binding process, including program subjectivities as applicable.
• Oversight of Final Review with Client Manager, as applicable.

Invoicing

• Ensure that the Order to Bind is received from the client, and that the confirmation of coverage and binders are delivered. Provide guidance to the Client Manager throughout the binding process, including program subjectivities as applicable.
• Oversight of Final Review with Client Manager, as applicable.

Ongoing Services

• Management and oversight of timely and accurate completion of endorsement and audit requests.
• Responsibility to review, finalize and deliver retro adjustments.
• Respond to mid-term client inquiries (i.e., policy and coverage questions) in Partnership with other services.
• Provide oversight and guidance and/or complete contract reviews.
• Oversight and guidance on the open items listings with clients. Provide leadership and support for ongoing client projects, and subsequent reporting and analysis (i.e., Client Advocacy Report/Stewardship Report and Modification Factor review)
• Coordinate and facilitate meetings, seminars, and other engagement-type activities for clients.
• Oversight of Final Review with Client Manager, as applicable.

Broking

• Support the broking team by preparing submission and reviewing quotations and completing variance reports as needed.