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Did managing your company’s insurance program (or parts of it) unexpectedly land on your desk? Ouch. But help is here: In this week’s blog my colleague Lenin Lopez offers practical...
Apply Now The Client Manager works with and supports Natural Resources account leaders to manage overall client service delivery and administration throughout the insurance issuance and renewal life cycle. This position is a client facing role utilizing professional skills in Commercial Property and Casualty insurance to maintain and enhance large and complex client relationships while also insuring client profitability. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job ...
• 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...
• Facilitate and document strategy meetings. • Contribute to client advocacy reports. Loss History & Analysis • Deliver confirmation of coverage and binders 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 requirements. • Provide necessary sy...