Works in a team environment with a Producer, Broking Consultant and Client Manager to provide professional guidance and service to an established group of clients. In addition to the core team, the Client Advisor is also supported in providing unparalleled insurance solutions to our clients by the Claims Leader, Analytics Specialist, Senior Client Advisor, and Market Leaders.

The Marketing Account Executive works closely in a team environment with producers, senior account executives and client managers who are focused on the customer relationship and ongoing customer service.

This position’s responsibilities focus on insurance policy administration on our Savannah program team. Working collaboratively with the other program team members, the Client Manager/Associate provides day-to-day administrative management of their client assignments, including but not limited to gathering and organizing insurance policy renewal information...

The Client Manager’s responsibilities focus on insurance policy administration and related client services. Working collaboratively with the Client Advisor and Client Executive, the Client Manager provides day-to-day administrative management of client assignments. The Client Manager may be asked to participate, under the direction of the Client Advisor, in the completion of client risk assessments and the development of insurance policy terms and conditions. The Client Manager may, under the direction of the Client Advisor, participate in insurance policy review and audits for both existing and prospective clients.

The Senior Client Advisor is the primary strategic client contact responsible for guiding a team of insurance professionals in providing a full range of insurance consulting services to a large, diverse, sophisticated book of clients. The Senior Client Advisor is focused primarily on maintaining long-term customer relationships, but also works closely with Client Executives/Producers in securing new clients.

The Client Executive is focused primarily on generating new opportunities for Palmer & Cay but also will remain a key point of contact on the service team dedicated to maintaining client relationships over the long-term. Being able to understand a client’s business needs and clearly communicating these to the insurance support team is a key skill requirement. The Client Executive will also oversee and manage strategic meetings with the client and support team.