Client Advisor - Birmingham

Overview

Solicits new clients and services existing clients in a manner consistent with the firm’s goals, culture and approach to sales.

• Business development of clients through a consulting and partnering approach. Offers clients innovative solutions and resolves difficult risk issues.
• Gathers data for service team to prepare quotes; analyzes market summaries; negotiates with underwriters as appropriate and presents proposal to client;
• Develops a network of prospects by various methods including but not limited to cold calling, referrals, industry and special interest groups as well as centers of influence.
• Keeps current with carriers, strategic partners, products/services and applicable legislation.
• Consistently strive to learn and grow knowledge of the industry
• Conducts risk management audits in conjunction with a client team. Ensures time frames and deliverables are met in the sales process. Transitions new accounts to the client team seamlessly.
• Informs agency personnel of major developments, renewals results, etc. as required and on a timely basis.
• Attends team and producer meetings, and submits expense report as required.
• Performs other duties and special projects as assigned.
• Acts as a backup to team personnel when necessary.
• Maintains confidential information.