- Maintain effective and positive relationships with clients.
- Serve as the key client liaison for certificates, invoices, and coverage inquiries.
- Facilitate the timely and accurate flow of information between clients and internal teams.
- Manage client open items lists and respond to ad-hoc requests.
- Support the renewal process by drafting quote comparisons and documentation.
- Monitor invoice generation, receivables, and collections.
- Draft stewardship reports and presentations tailored to client needs.
Account ManagementClient relationship management