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April 26, 2021
• Review and manage of expiration list • Summarization of current program and expiring exposures • Facilitate completion of client advocacy reports and RFPs Loss History & Analysis Binding Invoicing • Coordinate billing allocations based on client/carrier instructions, as needed • Oversee the client billing process, including timely and accurate delivery of invoices. Resolve escalations of client-level accounting issues (including discrepancies and fee arrangements) Certificates of In...
April 22, 2021
• Review and management of expiration list. • Summarization of current program and expiring exposures. • Facilitate completion of external strategy presentation and documentation of meeting. Information Gathering • Request and compile updated exposures and coverage information in a timely fashion. Coordinate responses with various client contacts, locations and divisions. Loss History & Analysis Needs/Gap Analysis Proposal Binding • Complete Final Review of Program-level placement, ...
April 16, 2021
• Review and management of expiration list. • Summarization of current program and expiring exposures. • Facilitate completion of external strategy presentation and documentation of meeting. Information Gathering • Request and compile updated exposures and coverage information in a timely fashion. Coordinate responses with various client contacts, locations and divisions. Loss History & Analysis Needs/Gap Analysis Proposal Binding • Complete Final Review of Program-level placement, ...
April 6, 2021
• Review and management of expiration list. • Summarization of current program and expiring exposures. • Facilitate completion of external strategy presentation and documentation of meeting. Information Gathering • Request and compile updated exposures and coverage information in a timely fashion. Coordinate responses with various client contacts, locations and divisions. Loss History & Analysis Needs/Gap Analysis Proposal Binding • Complete Final Review of Program-level placement, ...
March 14, 2021
• Review and management of expiration list. • Summarization of current program and expiring exposures. • Facilitate completion of external strategy presentation and documentation of meeting. Information Gathering • Request and compile updated exposures and coverage information in a timely fashion. Coordinate responses with various client contacts, locations and divisions. Loss History & Analysis Needs/Gap Analysis Proposal Binding • Complete Final Review of Program-level placement, ...
February 12, 2021
02/12/21 Upset Reader Says Experience Mod Increases – Loss Run Had No Changes One noticeable complaint tread from our article and newsletter readers recently comes from Experience Mod increases while their companys loss runs show no changes. Wikimedia Public Use License – Hellisp Many of them have become clients to have J&L examine their loss runs compared to the Experience Mod increases. By the way, WTR is a clean replacement for WTF. It is Whats The Reserve? Two Quick Definitions Exp...