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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 our team members, providing time and funding for courses and seminars.
About the Company
- We are a smart, dynamic, and fun-loving group privileged to be working with some of the most innovative companies across the world.
- We provide risk management guidance to companies across multiple industries.
- There’s something new every day!