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Manage the certificate renewal process with clients to determine requirements, coordinating with cert center to insurance timely and accurate issuance.

Resolve client level accounting issues including discrepancies.

Oversee the client billing process including timely and accurate delivery of invoices.

Upon receipt of binder, create confirmation of coverage or evidence of coverage to deliver with binders to client.

Incorporate information from broking into a proposal format for review by Senior team members.

Request and compile necessary information in advance of renewal strategy meeting, coordinating responses from client.Participation in internal pre-renewal strategy meeting, review of management of expiration list.

Attach information in Client Portal system.Initiate timely renewal process by updating/reviewing exposure gathering workbook.Provide support on invoicing process including review for SOX compliance and coordination of Surplus Lines documentation.Maintain accurate policy detail in Management System.Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.Ĭolleague will continue to perform responsibilities of the Associate Client Manager on their assigned clients. This is a flexible location role offering a remote or hybrid working opportunity in listed locations. Upon development of necessary skills, colleague may serve as a mentor, Subject Matter Expert or Team Leader External Client facing responsibilities expected to be 30-50% and may include clients with complex programs. Colleagues will work independently and be responsible for direct completion of client related work such as: creation of allocations, independent, preliminary contract reviews followed by implementation of necessary actions with clients/carriers.Ĭolleagues in this role will support internal clients and assigned external clients with direction from senior colleagues as necessary. Colleagues in this role will continue to perform all the duties of an Associate Client Manager at an above average level incorporating advanced responsibilities associated with the Client Manager role. The Client Manager is responsible for a blend of internal delivery activities and client facing functions utilizing the colleague’s strong skills working independently on Middle Market Commercial Property and Casualty Insurance or with direction on Complex accounts.