Work with the team to provide corporate insurance broking advice and placement for clients.
Communicate with clients to understand their insurance needs and advise on coverage options.
Gather necessary underwriting information from clients for submission to underwriters.
Evaluate and advise on quoted insurance rates, terms, and conditions.
Secure insurance placements with underwriters, ensuring the required support from various markets.
Prepare essential documentation for insurance placement, including quotation and placement slips, schedules, cover notes, endorsements, and closing slips.
Ensure required documents are sent to insurers and clients by coordinating with the Administrative team.
Monitor clients' accounts and collect outstanding payments.
Review renewal business and take action to renew expiring policies.
Execute special assignments and related duties ...
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