Account Representative
Core
Provide seasoned support to Client and Account Executives by reviewing insurance contracts and responding to client inquiries.
Role type
Account Representative (Client Support)
Builds
Client satisfaction, growth, and retention in the insurance and risk management sector
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Account management, customer service, contract review, client relationship management, task administration, onboarding coordination
Preferred skills
Insurance or financial services experience, ability to handle difficult client questions
Responsibilities
Administer routine tasks as part of the annual renewal cycle, monitor and report on the status of client deliverables, work with Operations to ensure timely delivery of policies and endorsements, collaborate with the Client Onboarding team, respond directly to client questions and requests