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- Work with brokers to provide day-to-day servicing of accounts, including:
- Receive new/renewal submission from the production team or client
- Send the submission to carriers
- Receive quotes and update renewal document(s) as needed
- Provide orders to bind to the carrier/underwriters
- Carry out surplus lines, market security, sanctions, and third party payment procedures
- Follow up on invoicing and accounting inquiries
- Learn and utilize WTW analytic tools
- Learn and utilize WTW software and systems Epic, CMS, etc.
- Add/renew policy record in EPIC; upload required documentation throughout placement
- Work collectively with Mumbai on policy issuance and binder contingencies
- Process expenses for team for business travels
Becaria/o para Unidad FINEX - Madrid, España - WTW
Descripción
The Role
The broker support associate's supports a team of brokers by assisting with organization, daily operations, communication with clients and insurance markets, document creation for use with clients and insurance markets, assistance with compliance, systems data entry and other support tasks as required.
Performance Objectives:
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity