• Support team by helping lead new business opportunity efforts and existing client renewals
• Prepare and present renewal results to clients
• Review documents for client pre-renewal and renewal meetings prepared by the Account Specialist
• Coordinate all pre-renewal work completed by other team members such as the renewal planning information prepared by the Account Specialist
• Execute agreed upon strategy established at the pre-renewal meeting and brokering of renewals, including:
• Manage the timeline established during the pre-renewal meeting
• Send submission with coverage specifications
• Negotiate options with underwriters and key wholesaler partners (in the US, London and Bermuda)
• Negotiate coverage enhancements and review quotes
• Broker Casualty and Property lines of coverage (GL, BOP, Workers Comp., Commercial Auto, Commercial Property, Umbrella), including group captives.
• Confirm compliance or exceptions to requested coverage
• Complete and/or review renewal report (including coverage and rating analysis and other benchmarking and analytical functions)
• Participate in meeting to present renewal terms/options to the client
• Sign off on renewal billing and monitor endorsement requests and policy delivery to clients; oversee completion and delivery of clients’ post-binding documentation
• In coordination with the Account Specialist and Associate Broker, review all renewal documents including: Binders, Confirmation of Coverage, Certificates of Insurance, Insurance program chart, Sagitta and ImageRight input, and Master Certificates, including endorsements
• Broker is responsible for maintaining all files and electronic records per company policy.
• In coordination with Account Specialist, collect all policies and review findings after ReSourcePro has completed the review of the policies.
• Build strong relationships with underwriters and clients.
• Handle day-to-day client services including but not limited to:
• Handle and document mid-term requests such as policy endorsements
• Provide risk review of contracts - insurance only v. indemnity v. full contract review
• Answer coverage questions
• Perform client training on a periodic or as-needed basis
• Document customer service transactions including, but not limited to, phone conversations and the processing of daily work
• Handle material change transactions such as merger, acquisition, dissolution, as needed
• Use EPIC credit and collection policy in invoicing and pursuing prompt payments
• Actively participate in and support EPIC Law Firm Group training endeavors
• Provide miscellaneous risk-related services as needed
Other responsibilities include:
• Coordination with client service team consisting of the following: Professional Liability Specialist, Executive Risk Placement Specialist, Account Specialist, Account Manager, Risk Management Director (if applicable), Accounting, Policy Management, Certificate Specialist
• Provide back-up to other team members including Senior Client Advisor and Client Executive while they are travelling
• Proactively and independently resolve client problems
• Oversee claims handling and coordination with Director of Risk Management
• Support work related to new client acquisition such as coverage analysis and report preparation
• Participate in industry-specific professional organizations and become a subject matter expert of coverages for Law Firms
• Support Senior Client Advisor and Client Executive with account service and client relationships