Key Responsibilities:

Support the Account Manager in all aspects of client management, including but not limited to:

• Building and maintaining strong relationships with clients
• Identifying and addressing client needs and concerns
• Providing timely and accurate responses to client inquiries
• Assist in the preparation of client proposals and presentations
• Collaborate with various departments within the organization to ensure client needs are met
• Monitor and track client budgets, ensuring accuracy and timely invoicing
• Prepare and review client reports and presentations, highlighting key insights and recommendations
• Conduct research and analysis to support client strategies and initiatives
• Stay updated on industry trends and developments to provide valuable insights to clients
• Attend client meetings and follow up on action items
• Maintain accurate and organized client files and documentation

Qualifications:

• Minimum of 4-9 years of experience in account management or client service
• Excellent communication and interpersonal skills
• Strong organizational and time-management skills
• Fundamental Knowledge in Microsoft Office Suite
• Ability to work independently and as part of a team
• Detail-oriented with a high level of accuracy
• Proactive and able to anticipate client needs
• Insurance background is preferred.