Senior Account Executive - Property Insurance

Description

• Work alongside Brokers and Client Relationship Managers to understand the client’s business and their risk management needs, to look for solutions to deliver those needs
• Provide excellent ongoing service throughout the life cycle of a clients’ policy.
• Understand and apply the business unit policies and procedures.
• Provide technical, industry and subject matter expertise where required.
• Draw upon expertise within specialist technical teams within the Business Unit (BU) and across the Group for the benefit of the client as required.
• Liaise with clients and build strong relationships.
• Work alongside (and provide direction as appropriate) the Mumbai Placing & Billing Team (P&B), by logging requests on Service Hub so they can prepare MRC’s (Market Reform Contracts), Invoices and Evidence of Covers (EOCs)
• Produce renewal documentation with guidance from brokers and support from the Mumbai Placing & Billing Team.
• Coordinate with Mumbai Placing & Billing Team on queries, errors, revisions etc.
• Issue accurate documentation to the client in a timely manner.
• Respond quickly and accurately to new business requests.
• Maintain the placement file on the Electronic Filing System/Document Management System (DMS)
• Conduct Know Your Customer checks (KYC) and refreshers as and when required
• Perform Sanctions Checks on SMART tool through coordination with Lead Broker on resolution of issues and queries
• Perform Third Party Approval process by populating the Third-Party Scorecard through coordination with Lead Broker on resolution of issues and queries
• Check Market Security for TOBA (Terms of Business Agreement) status of markets being proposed and advise to Lead Broker
• Check Market Security for the status of carriers being used (including the use of any non-approved market letters, fact sheets as required), and ensure these are provided to the client at Indication / Quote stage as necessary.
• Prepare CEM (Client Excellence Model) Quote-to-Client (QTC) and Confirmation of Cover (CoC) where requested.
• Check organisations are setup (Client, Insured, Reinsured, Reinsurers, Third Party etc.) on Eclipse and initiate actions accordingly if not
• Be the first point of contact for all internal queries (including Accounting & Settlement (A&S)) aiming to resolve all internal queries independently

• Work alongside Brokers and Client Relationship Managers to understand the client’s business and their risk management needs, to look for solutions to deliver those needs
• Provide excellent ongoing service throughout the life cycle of a clients’ policy.
• Understand and apply the business unit policies and procedures.
• Provide technical, industry and subject matter expertise where required.
• Draw upon expertise within specialist technical teams within the Business Unit (BU) and across the Group for the benefit of the client as required.
• Liaise with clients and build strong relationships.
• Work alongside (and provide direction as appropriate) the Mumbai Placing & Billing Team (P&B), by logging requests on Service Hub so they can prepare MRC’s (Market Reform Contracts), Invoices and Evidence of Covers (EOCs)
• Produce renewal documentation with guidance from brokers and support from the Mumbai Placing & Billing Team.
• Coordinate with Mumbai Placing & Billing Team on queries, errors, revisions etc.
• Issue accurate documentation to the client in a timely manner.
• Respond quickly and accurately to new business requests.
• Maintain the placement file on the Electronic Filing System/Document Management System (DMS)
• Conduct Know Your Customer checks (KYC) and refreshers as and when required
• Perform Sanctions Checks on SMART tool through coordination with Lead Broker on resolution of issues and queries
• Perform Third Party Approval process by populating the Third-Party Scorecard through coordination with Lead Broker on resolution of issues and queries
• Check Market Security for TOBA (Terms of Business Agreement) status of markets being proposed and advise to Lead Broker
• Check Market Security for the status of carriers being used (including the use of any non-approved market letters, fact sheets as required), and ensure these are provided to the client at Indication / Quote…