Serve as the project manager for large initiatives and complex accounts.
Ensuring action plans are implemented effectively and service delivery meets or exceeds expectations.
Draft comprehensive client-facing documents such as white papers, strategic approaches, financial analyses, and presentations.
Conduct market and industry research to identify new growth areas and trends.
Perform data analysis to support proposal development and client presentations.
Address escalated issues promptly and manage expectations.
Mitigate relationship risks and provide technical and transactional support for high-priority relationships.

3 to 5 years of professional experience in a client management role.
Background in the insurance industry, particularly underwriting, brokerage, or Property & Casualty.
Bachelor’s degree.
Exceptional organizational and project management skills.
Strong problem-solving and analytical abilities.
Client-focused mindset with experience in client-facing roles.
Ability to synthesize complex information and communicate effectively to diverse audiences.

Commercial Insurance, Client Advisor

Key skills