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• 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.

Microsoft officeCertificate centerOngoing servicesClient managerCommercial propertyLoss runLoss summaryExperience modificationPrepare program levelObtain orderComplete final reviewOpen claimsMiddle marketRelationship managementAdvanced microsoft officeContinuing education