Description

Assists with performing critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines.

Assists more senior Account Managers with retention and generating new business, by leveraging strategy information and managing contract reviews and midterm changes.

Begins to maintain relationships with less complex clients, prospects, client teams and producers to provide best in class service and drive growth.

Serves as a client contact for day-to-day needs and answers standard client questions to improve the client experience.

Keeps abreast of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients.

Manages and records all activities in the workflow system to ensure timely follow up by client, carriers, client team and delivery of final policy.