• 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.
/PRNewswire/ Cresset announced today that it has hired Gabriel Garcia as Managing Director, Corporate Development; and Matt Mongia as Managing Director,.
<p><span>With CONNEXOR, the Swiss Stock Exchange’s global reference data distribution platform, SIX initiates the automation and standardization of the collection and distribution of reference data for the structured products industry in the Asia-Pacific market.</span></p>
• 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.
Client Manager at Willis Towers Watson / Insurance Journal Jobs insurancejournal.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insurancejournal.com Daily Mail and Mail on Sunday newspapers.