Job Description
Overview
Primary focus of role to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the underwriting team regarding core services. How you'll make an impact Analyzing data from carriers on complex clients and providing recommendations to account management teams or to clients in order to effectively negotiate rates and funding levels, evaluating and presenting monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. to the Account management teams and to clients when necessary, and evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates. Operates as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs. Provides underwritin...