Client Specialist (TMT backfills)

Description

• Short Description for Internal Candidates

As a member of the NA Client Service Teams this role supports the processing of pre renewal broking binding and post binding activities required for placement and service of our NA CRB clients and prospects. The work closely with Client Advocacy Client Service and Broking on a daily basis to delivery White Glove Service to our clients and prospects.

Description for Internal Candidates

Support Client Management and Client Advocacy colleagues with the preparation and management of tasks and deliverables required as part of the renewal process.

Collaboratewithfunctionalteamsto initiate and finalize client 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 Advocacy / Service team in preparation for client renewals

Schedule attend and take minutes of Internal Strategy meetings

Data entry required to load and update client details for submission proposal binding and billing

Participate in the draft proposal creation process alongside the Client Team

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 process of binding coverage with carriers by drafting of binding confirmation documents and following up with carriers for receipt of binders

SupportinpreparationoftheSummaryofInsurancetofacilitateClientsunderstandingoftheircoverage

Arrangeandfacilitateinternalstrategymeetingstodiscussinsurance upcomingrenewals 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

Qualifications for Internal Candidates

Qualifications :

Graduate

Anyinsurancequalification (Preferred)

KnowledgeandExperience :

2to5yearsforexperienceintheInsurancerenewalcyclebusiness

USinsuranceexperience(Preferred)

Understandingoftheend-to-endinsurancerenewalcycleanditsstages

Thorough knowledge and understanding of various insurancedocuments

Anunderstandingofcatastrophemodellingwillbeuseful

Required Characteristics :

Communication Fluent in written and spoken English with a high level of competency in comprehension ensuring the accuracy and quality of the information conveyed

Problem-Solving Comprehend complex information and follow standard operating procedures to provide appropriate solutions to customer inquiries

Adapts to Change Flexible and adaptable to handle changing demands and situations effectively and efficiently

Task Prioritization Attention to day-to-day operations ensuring that all tasks and responsibilities are covered efficiently and effectivelywith excellentprioritizationandmulti-tasking skills

Attention to Detail Close attention to details to ensure the accuracy and quality of the information provided to Clients

Other skills

MS Office i.e. MS Teams Excel Powerpoint etc.

InfluencingStakeholders

Interpersonal Skills

Workingin Teams

DrivingExcellence

Qualifications

Required Experience :

IC

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Employment Type : Full-Time

Department / Functional Area : Operations

Experience : years

Vacancy : 1