Sr. Client Account Representative

Job Summary
This role can sit remote from anywhere in United States!

Client is a global leader in insurance broking and risk management. In more than 130 countries, our experts manage every facet of risk across industries to help clients anticipate, quantify, and more fully understand the range of risks they face.

Are you looking to expand your commercial lines experience with a global organization that fosters career growth? If so, The client has an opportunity to join the organization as a Senior Account Representative in our Chicago office while working directly with the risk management team of one of our largest Senior Living Operators.

Client works on behalf of clients of all sizes and in every industry, including senior living. Client’s commitment to the Senior Living and Long Term Care industry creates a truly differentiated client experience. Our National Senior Living and LTC Practice is designed to provide support and knowledge to clients to deliver a broad range of risk and insurance solutions. Our experience is based on brokerage excellence, analytical rigor, deep intellectual capital, and industry-wide advocacy.  The practice represents over 800,000 units across the country and is the largest specialty group for the senior care industry. Our clients include owners, operators, REITs, and Private Equity serving independent living, assisted living, memory care and skilled nursing unit residents. This practice was formed over 20 years ago, and in addition to some of the most experienced industry client service professionals, it includes clinical risk management consulting, senior living and LTC claims and litigation management, as well as workforce and loss control consulting services.

This position works closely with Client's Clients, Account Executives, Senior Account Executives, and Client Executives and provides support to help clients coordinate solutions, manage accounts, obtain advice, administer programs, and perform other duties as assigned.

 What you need to have: 

• Bachelor's degree in risk management, Business Administration, Finance, or a related field.
• Relevant professional certifications (e.g., CIC, CRM, ARM, CPCU) would be advantageous
• Minimum of 5 years’ experience in insurance, Property & Casualty focused
• P&C broker license, or ability to obtain one within 90 days of hire
• Strong Excel proficiency (vlook up, pivot tables, managing large data sets) and working knowledge of the MS Office Suite
• Exceptional interpersonal skills coupled with strong written and verbal communications
• Excellent organizational and time management skills; must be a self-starter, proactive, responsive, and resourceful
• Must have keen attention to detail with a focus on accuracy.
• Must enjoy a fast pace working environment.

We will count on you to:

• Support Clients, Account Executives and Client Executives indicatives pertaining to insurance programs and daily services.
• Collaborate internally and externally to drive business decisions, and improve the client experience throughout the day-to-day services, proposal and renewal process.
• Facilitate claims notification, contracts review and audits review, and follow up regarding endorsements, policy issuance, extensions and cancellations, and escalate concerns to direct manager or client team, as appropriate.
• Monitor the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards.
• Monitor the maintenance of proper records for reporting and audit purposes and processes insurance and claims details into the database
• Strengthen and maintain relationships with client and client teams to provide best in class service and drive growth and retention
• Respond directly to simple and moderately difficult client questions and requests, and solicit assistance as needed
• Ensure all client information is collected, reviewed, updated and communicated to teams for optimal program solutions and pricing
• Participate in meetings with client and insurers throughout the renewal cycle as necessary

What can you expect?

• This position is critical to successfully support Client working directly with the clients risk and operational teams on projects.
• You will be expected to go through Client on the job training for day-to-day insurance service tasks and renewal cycle as well as learn the interworkings of the client’s risk management team and systems platform. 
• You will work with a highly acquisitive senior living operator and be expected to organize and manage data for new acquisitions on a regular basis as wella as support the integration efforts with the client risk management team.
• In this dual facing role, you will work closely with the Client team as well as the client risk management team.
• You will be expected to take the lead on tasks including but not limited to gathering exposure data in excel, compiling renewal applications, and creating loss summaries in excel.  Maintain accurate records of insurance policies, certificates, and coverage details as well as requesting and administering certificates and auto insurance cards.  Coordinate the renewal process for various insurance policies, including property, liability, and other relevant coverages.  Manage billing and payment reconciliation, lender/owner requirements, policy review and transmittals, and endorsements tracking and transmittal.
• Analyze performance metrics and provide recommendations for enhancing the program's effectiveness.
• Work closely with consultants and actuaries to assess risk exposures and optimize the program structures.
• Oversee  various programs, ensuring timely processing of claims and adherence to relevant regulations.
• Review and analyze insurance claims to identify trends, patterns, and potential areas of risk.
• Collaborate with internal stakeholders and insurance providers to resolve claims efficiently and fairly.
• Utilize claims data to assist in the development of risk mitigation strategies.

What is in it for you?

• A company with a strong brand and strong results to match, and are committed to making a difference in the lives of people
• A culture of belonging, innovation, collaboration, internal mobility, and extraordinary career opportunities through our four businesses: Client, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields
• You can rest assured a high value is placed on diversity and we work to foster understanding, inclusion, and innovation in the workplace.
• You will be doing impactful, challenging work, and can look forward to a career with many opportunities to learn, grow, and advance.
• Competitive pay, and full benefits package – effective starting Day 1! (Medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution)
• Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture
• Employee Resource Groups which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations

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