Client Advisor Responsibilities and Duties

Posted in Job Responsibilities

Coordinate with clients to assess all risk management requirements.

Evaluate all client exposure and analyze all risks and determine appropriate products and services to improve business.

Monitor all risk identification process in collaboration with placement professionals and ensure achievement of all client objectives.

Manage all communication with client and carriers and evaluate all quotes and recommend appropriate insurance carrier to clients and develop required documents for clients.

Monitor all payments of clients and evaluate all invoices and policy and administer everyday services for product line and mitigate all risks.

Maintain post sales services plan and ensure optimal quality and participate in various internal and renewal strategy meeting.

Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.

Identify all additional revenue opportunities from clients and maintain knowledge on present marketing conditions and types of coverage available.

Coordinate with all client representatives and monitor service workload.

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