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About the Role

This position is responsible for coordinating the internal service process for assigned commercial property and casualty clients in a new, industry-changing brokerage.

Responsibilities

• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs.
• Prepare and review client communications and deliverables.
• Manage certificate of insurance process, if necessary.
• Prepare, process, and distribute endorsements and invoices.
• Monitor and resolve billing discrepancies and perform reconciliations.
• Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, etc.
• Execute consistent and accurate database and document management processes and workflows.
• Coordinate and own the renewal process workflow for successful, timely execution.

Benefits

• Promote from within whenever possible.
• Committed to the professional development of team members.
• Provide time and funding for courses and seminars.

About the Company

• Emerging Risk Team is a smart, dynamic, and fun-loving group.
• Privileged to be working with some of the most innovative companies across the world.
• Provide risk management guidance to companies across multiple industries.
• There’s something new every day!