Distinguished Programs

Client Services Representative

• Serves as primary service contact to ensure superior customer experience & manage inbound emails and phone calls to resolve inquiries and troubleshoot.
• Provide best in class customer service to internal and external customers, executing follow-through to achieve first contact resolution and improve next call avoidance.
• Maintain a knowledge base of general insurance concepts and terms and understand strategy, territory appetite and key agent partners to achieve growth and profitability goals.
• Assist in recommendations and enhancements to continually improve the customer experience (workflow, systems, knowledge) to increase efficiency and minimize misdirected calls and emails.
• Supports renewal activities; renewal issuance, endorsement/document request, claim reviews, file documentation, handles legal notice requests and inquiries and evaluation of loss control reports.
• Updates work management system statuses throughout the cycle of the policy and monitors work in queue & maintain diligent record keeping of disposition of inbound inquiries.
• Cultivates strong business relationships (internal and external) by proactively communicating and conveying ownership and commitment & building report, credibility, and trust.
• Demonstrates working knowledge of underwriting systems, workflows, procedures, and compliance rules and underwriting guidelines.

Insurance Client Services Advocate

Project Manager

• Own the end-to-end execution and implementation of organizational initiatives, driving project delivery, issues resolution, and achievement of defined outcomes.
• Tailor communication and engagement strategies that meet stakeholder needs, ensuring timely and clear information for leaders and project teams.
• Build and maintain credibility, trust, and strong relationships across the organization.
• Partner leaders to stand up new teams, integrate them into the organization, gain alignment on scope and outcomes, guide product implementation within the enterprise ecosystem.
• Drive cross-functional collaboration to resolve issues, manage dependencies and achieve defined outcomes.
• Utilize standardized tools and best practices to promote consistency, continuous improvement and efficiency.

Project Manager – P&C Insurance

Business Development Rep

• Work with Restaurant/Hotel Primary/Cyber Program Manager and Product Managers to develop and execute a detailed business plan to increase new business submissions and premium across all products.
• Engage with current and prospective commercial insurance brokers primarily via phone, email and virtual meetings.
• Meet in-person with brokers when appropriate based on current production and growth potential.
• Educate brokers on our underwriting appetite.
• Pre-qualify/triage new business submissions.
• Contribute product enhancement ideas to differentiate our products in the marketplace.
• Provide and manage market intel and competitor information.
• Coordinate business development activities with internal marketing team.
• Contribute ideas for marketing initiatives.
• Communicate broker feedback to our Program Management and Underwriting teams.
• Collaborate with other internal Sales teams and the Underwriting teams where appropriate for accounts which represent cross-sell opportunities outside of your assigned product portfolio.

Insurance Client Services Advocate

Project Manager – P&C Insurance

Business Development Manager – Primary Hospitality