Lead daily operations from a support and administrative level.
Coordinate complex logistics and task assignments for client relationship projects.
Ensure effective communication and problem resolution.
Utilize detailed risk expertise to evaluate risks, review loss experience, cash flow, and financials; develop solutions; articulate the impact of options.
Leverage analytics and make recommendations to clients across product lines.
Monitor the retention of business and generate new business opportunities.
Help establish the growth and retention strategy for the account team and monitor its implementation.
Ensure the success of relationships with moderately complex clients, prospects, client teams, and producers to provide best-in-class service and drive growth.
Requirements
Bachelor’s degree preferred in Risk Management, Finance, Business, or related field.
Proven experience in risk evaluation, client relationship management, and business retention.
Strong analytical skills and the ability to develop and articulate solutions based on data.
Excellent communication and interpersonal skills.
Ability to manage multiple priorities and work collaboratively within a team.
Active Property & Casualty Insurance License.
Professional certifications such as CPCU, ARM, or similar.
Experience working with moderately complex clients in a consulting or insurance environment.
Demonstrated leadership in developing growth strategies and client engagement.
Knowledge of industry regulations and compliance standards.
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