Acts as lead advisory colleague on medium sized, less complex books of business.
Develops an understanding of the clients’ business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully serve clients.
Utilizes risk expertise and knowledge of industry and insurance market place to review clients’ exposures and loss experience and develop solutions for standard client needs.
Executes renewal / placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and executes in accordance with client instructions.
Assists in presentations to prospective clients and develops / suggests innovative solutions to client and client team members to gain new clients and projects.
Partners with Placement to receive, negotiate and evaluate quotes from carriers to deliver the best options to clients.
Builds and maintains relationships with clients , and is the primary point of contact for day-to-day service needs.
Maintains quality in all areas of client deliverables, including monitoring delivery and invoicing to ensure client is satisfied.
Keeps abreast of changing market conditions and contributes to the firm’s body of knowledge within product line through active internal communication.