Client Services Representative

• Support the Account Management and Sales teams ensuring the client’s needs and expectations are met
• Coordinate and complete the marketing process for new and renewal group business by compiling data, soliciting quotes, monitoring bid requests, corresponding with vendors and preparing complex cost sheets
• Support the process for issuing and managing certificates of insurance
• Prepare client communication materials used in strategic planning, renewal and/or quarterly reviews, and finalist presentations

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Associate, Private Client Services