Associate, Client Experience

Full-time Other-General

Overview

The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. This role involves processing and maintaining accurate policy documentation, managing data integrity, handling customer inquiries, and assisting with administrative duties to support the Manager in delivering exceptional service to clients.

Responsibilities

• Aid the Manager, Client Experience in day-to-day administrative tasks, such as preparing and sending submissions and client presentations.
• Fosters strong professional relationships with clients, underwriters, and other industry professionals.
• Timely preparation and sending of invoices, following up on outstanding payments, and fulfilling requests for certificates of insurance by the end of each business day.
• Organize and maintain client files including submission information, policy document...