Role Overview

Partner with Risk Advisors on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client’s renewal cycle, ensuring a positive and productive client experience.
Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity.
Facilitates the timely and accurate flow of information between clients, and Risk team members, keeping all parties informed.
Handles client open items lists and responds to client ad-hoc requests.
Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
Actively supports and monitors the renewal process, engaging with account team members as necessary. May draft quote comparisons and is responsible for saving down binders, policies, and endorsements.
Receives and handles routine and sophisticated coverage inquiries.
Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
Monitors and follows-up on invoice generation, fee agreements, receivables, and collections. Addresses and resolves problems.
Ensures tools are understood and used. Performs related duties as assigned.

Requirements

2+ years of commercial insurance experience required (preferably in an Account Management role)
Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start date
High school diploma or equivalent required
Associates degree preferred
Experience supporting complex clients is preferred

Benefits

Competitive compensation that includes equity
Comprehensive benefit plans for medical, dental, vision, life, and disability
Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
Human Interest: 401(k) provider
Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
A curated in-office employee experience, designed to foster community, team connections, and innovation
Collaborative, transparent, and fun culture

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Customer Service

Client Service Manager