Customer Service Liaison

1 month ago


Clearfield, Pennsylvania, United States Acrisure LLC Full time
Client-Facing Expectations

As a key member of our team, you will be responsible for establishing credibility with client personnel and developing sustainable relationships. You will be recognized as a trusted advisor by clients, leadership, and peers through your ability to collaborate with client executives and organizational leaders to identify opportunities for risk management consultation. This includes providing risk reduction and/or mitigation strategies through traditional insurance, alternative risk transfer, loss control strategies, and claims management programs.

Key Responsibilities:

Key Performance Indicators
  • Establish and maintain strong relationships with clients to ensure their business goals are met.
  • Collaborate with client executives to identify opportunities for risk management consultation.
  • Develop and implement strategies to improve client relationships with insurance carrier partners.
  • Provide a high level of service to clients, continuously looking for more points of engagement and ways to plug in with the client.
  • Responsible for maintaining timelines and processes during the renewal cycle, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.

Essential Duties & Responsibilities
  • Collaborate with Team Lead to set the marketing/renewal strategy and execute on the agreed upon strategy.
  • Coordinate calls and meetings with clients, such as renewal presentations, to set client expectations and communicate proposed strategy.
  • Develop rapport with underwriters to thoroughly explain the background and nature of an account and clearly convey the desired price point and coverages.
  • Responsible for creation of service models and stewardship throughout the year, maintaining timelines of those deliverables.
  • Apply problem-solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, and carrier issues.

Additional Responsibilities
  • Review policies and endorsements for accuracy and report errors to the insurance company to correct.
  • Collaborate and communicate within the practice group to address emerging risks, carrier issues, and other concerns.

Acrisure is committed to employing a diverse workforce and is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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