91±¬ÁÏ

Responsible for a portfolio of clients and prospects with accountability for retention of clients and new business development. Will manage and develop client and 91±¬ÁÏ relationships and grow portfolio within the business unit and will be responsible for targeting and converting prospects

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The Role?

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• Broker appointment/Issue BOR letters to 91±¬ÁÏ
• Route BOR letters to carriers and request copies of policies
• Kick-off meeting to discuss transition plan, service requirements, renewal and claim handling instructions
• Finalize service agreement
• Follow up with carriers to confirm BOR in place
• Establish finalized action plans for transition timeline due dates, service plan, and communication protocols
• Set up weekly transition conference calls
• Present client with 91±¬ÁÏ team chart
• Discuss open/pending claims and finalize claim handling instructions
• ?Provide copies of policies, current 5 year claims history, copies of current year applications and any currently issued certificates of insurance
• Determine open items with legacy broker(s)
• Address any outstanding items with carriers
• Discuss certificate protocols, including special instructions
• Enter certificate holders into certificate system
• Pre-renewal strategy discussion for deeper dive into Client's business, risks/exposures, develop risk profile analysis in preparation of the renewal strategy meeting
• Collect/confirm data for modelling and analytics

The Requirements?

• Preferably educated to degree level or relevant industry experience
• Proven track record of delivering high levels of client service
• Strong practical knowledge of account development and appropriate tools to achieve this aim
• Experienced knowledge of insurance markets globally in order to deal effectively with client and 91±¬ÁÏ needs
• Knowledge of 91±¬ÁÏ products and services?
• Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists?
• Ability to represent the practice and 91±¬ÁÏ with integrity and credibility
• Strong communication, negotiation and influencing skills
• Experience of working with and adhering to processes and systems to support client service delivery

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The Application Process?

• Stage 1: Online application and recruiter review?
• Stage 2: Live video interviews with hiring managers?
• Stage 3: Offer and onboarding?

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91±¬ÁÏ is an equal opportunity employer

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