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This position is a senior client-facing role responsible for directly supporting Commercial Property and Casualty Insurance client relationship management efforts and coordinating all service activity at the program level. The Senior Client Manager is a key member of the client service team, responsible for facilitating the delivery of program level strategy and providing program consultation to middle market clients. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Pre-Renewal Strategy • Prepa...

Client Manager An opportunity has arisen for a talented and ambitious accountant to manage their own portfolio and small team at a growing independent practice in North Kent. You will start as a Client Manager with an eye to grow and progress as you gain exposure to a burgeoning client base. This role will consist largely of accounts and tax work, along with some business development responsibilities and incentives. For the right candidate, the firm are willing to pay up to £45,000. Duties: Reviewing a wide range of accounts - Limited, sole trader, partnership, LLP's Preparation of corporati...

• 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, as applicable. Invoicing • Coordinate billing allocations based on client/carrier instructions, as...

Ideal Achieves ISO 27001:2013 Certification Share Article Ideal, a talent intelligence system, achieves ISO/IEC 27001:2013 Certification, an Information Security Management System certification for the security of data and information. “This is an important accomplishment for our company and our customers,” said Nem Stefanovic, CIO of Ideal TORONTO (PRWEB) March 17, 2021 Ideal announced that it has received ISO 27001:2013 Information Security Management Systems certification for its information security management system (ISM...

• 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, as applicable. Invoicing • Coordinate billing allocations based on client/carrier instructions, as...