Take ownership of a portfolio of private equity clients, ensuring exceptional service and strategic guidance throughout the policy lifecycle.
Lead coordination of coverage placements, renewals, and negotiations with carriers, leveraging market insight to deliver optimal solutions.
Lead preparation and delivery of submission documentation, marketing materials, program summaries, premium comparisons, and client presentations, ensuring clarity and impact.
Analyze complex exposure data and loss histories to inform underwriting strategies and risk management recommendations.
Audit policies, endorsements, and binders with precision, ensuring compliance and accuracy at every stage.
Support team with contract and policy reviews.
Bind coverage under the direction of the Account Executive or Team Lead.
Serve as the primary point of contact for client inquiries, resolving issues with confidence and professionalism.
Monitor industry trends, regulatory changes, and emerging risks to proactively advise clients and anticipate needs.
Manage invoicing processes and compliance communications, including coordination with Surplus Lines and internal teams.
Guide and mentor junior team members, fostering collaboration and knowledge sharing.
Drive process improvements and contribute to strategic initiatives that enhance client experience and operational efficiency.
Take ownership of additional projects and responsibilities as assigned by leadership.