Description

In this role, you'll create and manage client-specific service plans, prepare mid-year reviews, and become a trusted advisor to clients. You'll take ownership of client retention and growth, while ensuring accurate coverage through data analysis.

Requirements

• Bachelor's degree in a business-related field
• Office experience is a plus but not required
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Team player with professional attitude and integrity

Responsibilities

• Create, implement, and manage client-specific service plans
• Prepare materials for mid-year reviews and analyze losses
• Build and maintain strong client relationships as a trusted advisor
• Drive client retention and expand accounts with additional products
• Verify policies, endorsements, audits, and dividends for proper coverage