- Bachelor's Degree
- 2 - 5 years of experience with Insurance renewal cycle business
- US insurance experience (Preferred)
- Experience/familiarity with end-to-end insurance renewal cycle
- Will work in close coordination with brokers, underwriters, and client
- MS Office i.e., MS Teams, Excel, PowerPoint, etc.
- Influencing Stakeholders
- Interpersonal Skills
- Working in Teams
- Driving Excellence
- This role supports the processing of pre-renewal, broking, binding, and post-binding activities required for the placement and service of the clients and prospects.
- Support Client Management and Client Advocacy colleagues with the preparation and management of tasks and deliverables required as part of the renewal process.
- Collaborate with functional teams to initiate and finalize client deliverables. Follow up and handle questions and requests for information from functional teams. E.g., Loss Runs, Policy Checking, Certificates, Accounting and Settlement.
- Support the billing and invoicing process by ensuring that all necessary documents and key data elements are included and accurate
- Support onboarding of new clients
- Create and manage Client Exposure details
- Support the renewal process with document preparation/management, data analysis/management, and delivery as part of a packet to the Advocacy/Service team in preparation for client renewals
- Schedule, attend, and take minutes of Internal Strategy meetings
- Data entry is required to load and update client details for submission, proposal, binding, and billing
- Participate in the draft proposal creation process alongside the Client Team and support the implementation of new client in-take
- Collaborate with the Client Team to support the activities required to file taxes in a timely manner to avoid fines and penalties due to late fees
- Support the Client team in the process of binding coverage with carriers by drafting binding confirmation documents and following up with carriers for receipt of binders
- Support in preparation of the 'Summary of Insurance' to facilitate Client Understanding of their coverage
- Arrange and facilitate internal meetings to discuss insurance upcoming renewals for a specific period. Support Client Managers and Account Executives in the coordination process
- Monitor renewal activities and assist in the preparation, review, and update of documents and data required for the renewal process
- Support the Client Service and Advocacy teams with reporting needs
- Support the Client Service and Advocacy teams in the skillful management of ad hoc and mid-term requests to support such activities and endorsements, certificates, loss runs, etc.
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Insurance Specialist - Taguig, Pilipinas - Cobden and Carter International Inc
