CLIENT-FACING EXPECTATIONS

• Establish credibility by developing sustainable relationships with senior-level client personnel and main day-to-day contacts and to be recognized as a trusted advisor by clients, Odell Studner leadership, and peers
• Collaborate with client executives and organizational leaders to identify opportunities to provide risk management consultation (risk reduction and/or mitigation) through traditional insurance, alternative risk transfer, loss control strategies, and claims management programs
• Proactively touch base with clients regarding business performance, any problem areas they are experiencing, identify more potential engagement points, etc.
• Understand client’s business goals, how they measure success, and how we can help them achieve and track such goals.
• Improve client relationships with insurance carrier partners by facilitating meetings and coordinating activities which maximize product awareness and service delivery between the carrier and client

ESSENTIAL DUTIES & RESPONSIBILITIES

• Provide a high level of service to clients in a specialized industry, continuously looking for more points of engagement and more ways OSG as an organization can plug in with the client.
• Responsible for maintaining timeline and process during renewal cycle, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Collaborate with Account Executive to set the marketing/renewal strategy and execute on the agreed upon strategy.
• Coordinate calls and meetings with client such as renewal presentations, but also pre-renewal calls to set client’s expectations for the renewal, provide updates on the marketplace, and communicate proposed strategy with client.
• Develop rapport with underwriters and be able to thoroughly explain the background and nature of an account as well as clearly convey the desired price point and coverages.
• Responsible for creation of service models and stewardship throughout the year and maintaining timelines of those deliverables throughout the year.
• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Collaboration & Communication within practice group to address any emerging risks, carrier issues, etc. that need to be addressed 
• Review policies and endorsements for accuracy; report errors to insurance company to correc