Client Advisor

Are you passionate about building relationships, solving problems, and helping clients protect what matters most? As a Client Advisor, you will play a key role in delivering an exceptional service experience to both current and prospective business risk clients. This position offers the opportunity to become a trusted advisor, strengthen client partnerships, identify growth opportunities, and make a meaningful impact on client success.

Essential Responsibilities

• Guide clients through the new business and renewal process, coordinating with carriers and customers to ensure a seamless and timely experience.
• Coordinate the issuance of binders, certificates, policies, endorsements, and related documentation while partnering with internal processing teams to resolve any discrepancies.
• Review renewal policies to identify risk exposures and educate clients on coverage options, exclusions, and potential gaps, helping them make informed insurance decisions.
• Identify opportunities to expand client relationships through additional lines of business and referral generation.
• Prepare submissions and market accounts with core carrier partners whenever possible.
• Review policy audits for accuracy and collaborate with clients and carriers to resolve issues.
• Support carrier requests, including non-re