Associate, Client Experience

The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in administrative duties and maintain client records to support the Manager in providing exceptional services 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 documents, endorsements and critical correspondence;
• Maintain claim logs, and adhere to abeyance procedures for accounts receivables, renewal documents and endorsement documentation;
• Leverage knowledge of available products and lines of business to provide advice and recommendations to clients;
• Complete necessary forms and documentation accurately;
• Understand and apply legislative and regulatory frameworks; and
• Perform other assigned duties as required.

Qualifications

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