Serves as a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures.
Develops professional relationships and understands clients’ core business.
Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures
Partners in the strategic development of insurance plans tailored to client needs.
