Description
Assesses risk expertise and knowledge of industry and carriers to help develop placement solutions that meet client needs.Implements the Placement strategy to achieve growth goals and provide exceptional client service.
Documents all activities in the system to ensure timely follow up by client, carriers and client team.
Assists in the management of submitting coverage specifications and obtains quotes from carriers based upon the “assist, advise, and assume” transaction model.
Improves relationships with carriers, underwriters and client team to provide cohesive client service.
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Forecasts and confers a basic understanding of changing insurance and risk management market conditions and informs client executives, client advisors, and/or clients of major developments affecting various types of products/coverage.
