• 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 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.