Associate Client Advocate – Construction, Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in managing multi-tier serviced accounts alongside an Account Executive/Senior Account Manager while overseeing an Account Coordinator/Senior Account Coordinator.

• Take charge of client relationships and accounts with revenue volumes of up to $1MM independently.

• Act as the primary point of contact for clients regarding daily service, inquiries, and requests.

• Develop, assess, and execute competitive insurance programs while providing clients with alternative options for their consideration.

• Prepare market quotes and rates for renewals as well as new business opportunities.

• Oversee the onboarding process for new clients.

• Manage the marketing efforts for prospective companies.

• Draft, review, and finalize communications intended for clients.

• Collaborate and communicate with producers, clients, and underwriters to gather information, quote rates, prepare proposals, and service existing accounts effectively.

• Keep current files organized and prepare policy renewal questionnaires, suggesting coverage enhancements.

• Review, assess, rate, and market Commercial Insurance applications and documents for accuracy.

• Compile and organize client data for new, renewal, cancellation, and endorsement processing.

• Conduct thorough contract reviews for clients.

• Manage database files and accurately input information.

• Ensure documents are accurately managed and maintained within agency management systems.

• Provide training and guidance to Account Coordinators.

• Potentially oversee Account Coordinators and Account Assistants.

• May involve managing and/or training lower-level staff.

• Execute additional duties and special projects as assigned.

⛳️ Requirements

• A minimum of 3 - 5 years of experience in brokerage is essential.

• Experience in Property and Casualty account management is required.

• Strong written communication, public speaking, and presentation preparation skills are necessary.

• Excellent telephone etiquette, customer service skills, professionalism, and tact are required.

• Advanced proficiency in Microsoft Office, including its more complex features.

• Ability to be resourceful, take initiative, resolve issues, and propose solutions.

• Capability to work collaboratively in a fast-paced environment and respond effectively to colleagues and coworkers.

• Skill in training, delegating tasks, providing oversight, and giving constructive feedback.

• Flexibility and adaptability to meet client needs and address issues as they arise.

• Exceptional time management abilities.

• Willingness to learn, adopt, and train on technology systems and software applications.

• Strong multitasking skills and the ability to manage shifting priorities and deadlines.

• Proficiency in reviewing internal and external deliverables for accuracy.

• Intermediate skills in project planning and management.

• Ability to build relationships and establish trust.

• A valid Property and Casualty Insurance license is required.

• Employment-based non-immigrant visa sponsorship and/or assistance is not available.

🏝️ Benefits

• Annual short-term incentive bonus.

• Comprehensive medical insurance, including prescription coverage.

• Dental insurance.

• Vision insurance.

• Health Savings Account.

• Commuter Account.

• Health Care Flexible Spending Account.

• Dependent Care Flexible Spending Account.

• Group Accident insurance.

• Group Critical Illness insurance.

• Life Insurance.

• AD&D insurance.

• Group Legal services.

• Identity Theft Protection.

• Wellbeing Program.

• Work/Life Resources, including Employee Assistance Program.

• Paid Holidays.

• Annual Paid Time Off, including state/local paid leave where applicable.

• Short-Term Disability coverage.

• Long-Term Disability coverage.

• Bereavement leave.

• FMLA leave.

• ADA leave.

• Jury Duty leave.

• Military Leave.

• Parental and Adoption Leave.

• Qualified contributory pension plan, if eligible.

• 401(k) plan with an annual nonelective company contribution.

• Non-qualified retirement plans for eligible senior-level colleagues.