Associate Client Manager, Corporate Risk and
2 weeks ago
**The Business**
**Corporate risk and broking**
We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results.
**The Role**
The Assistant Client Manager assists in the day-to-day service of large commercial clients in a small team environment.
**Essential Duties and Responsibilities**:
- Collaborate with the Client Manager, Producer/Client Executive and Placement to document internal and external strategy meetings
- Coordinate and support all day-to-day client service and consultation
- Collaborate with Client Manager, Producer/Client Executive and other appropriate resources to draft fee agreement(s) as applicable
- Draft exposure and underwriting information, deliver to client, and gather updates from the client
- Develop complete and accurate submissions for Placement
- Collaborate with Placement specialists throughout the placement process, and communicate and gather information to/from the client
- Design and build full client proposal, including the coverage comparison provided by Placement
- Request and obtain binders from insurers, and perform or obtain the second set of eyes review as applicable.
- Deliver binders and/or policies to client with appropriate transmittal letters.
- Collaborate and communicate with Domestic and Global Center teams (e.g. Accounting, Certificate Center, Renewal Services, Policy Checking) to smoothly and effectively complete joint work/process steps
- Collaborate and communicate with the Network to process, invoice, deliver, and service globally-placed Canadian policies
- Maintain account management information in appropriate systems
- Request and verify the accurate delivery of agency bill invoices and coordinate with Accounting as applicable
- Build Client Advocacy Reports and Client Service Plans in conjunction with the Client Executive
- Attend client meetings as required
We trust our colleagues to work in a variety of settings. This role can be remote, hybrid or onsite.
Employment-based non-immigration visa sponsorship and/or assistance is not offered for this specific job opportunit**y**
**The Requirements**:
- Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current status
- Minimum 2-5 years of relevant working experience in a Commercial Underwriting or Commercial Broker environment
- Possesses effective verbal and written communication skills
- Possesses excellent interpersonal skills
- Ability to handle multiple priorities using sound judgment and resourcefulness in a fast paced environment
- Strong Decision making capabilities
- Must be results oriented
- Ability to provide superior customer service to the client and the insured
- Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines
- Independently carry out specific assignments and tasks
**Equal Opportunity Employer
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