Client Advisor

    • San Francisco, CA

Acts as lead advisory colleague on medium-sized to largeaccounts.

Cultivates a deep understanding of the clients' business strategic priorities, risk strategies and risk management needs to provide advice accordingly to client.

Utilizes substantial risk expertise and knowledge of industry and insurance market place to review clients' exposures and loss experience to develop solutions for moderate andcomplex clients needs, including recommending additional products and services as solutions.

Presents, develops and executes renewal/placement strategies in conjunction with assigned team.

Coordinates, negotiatesand evaluates quotes from carriers and presents the evaluations to clients.

Participates in presentations to prospective clients, identifies the need for new products and develops/suggests innovative solutions to client and client team members to gain new clients and projects.

Builds and maintains relationships with clients, and is the primary point of contact to service more complex client needs.

Coordinates the production of client deliverables, including monitoring delivery and invoicing to ensure the quality of materials delivered to the client.

Possesses an in-depth knowledge of changing market conditions to contribute to the firm's body of knowledge within product line through active internal communication.


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