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• 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 Insurance • Manage the Certificate renewal process with clients to determine Certificate requirement...

• 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...

• 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...

• 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...

• 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...