Facultative Re-Insurance Senior Advisor Analyst

Description

Principal Duties/Responsibilities

Process & client service management

• Client Management: Handle a portfolio of clients in collaboration with NA client service teams
• Client Support: Assist Client Advocacy colleagues in preparing, reviewing, and managing tasks related to North America Risk & Broking – Property and Casualty insurance renewals, including document and data management.
• Collaboration: Work with functional and client management teams to finalize deliverables. Eg. Loss Runs, COPE details, Exposure information, Policy Documents delivery, Premium finance, Accounting & Settlement issues, Summaries of Insurance to ensure clients understand their coverage, Schematics, Certificates, etc
• Meetings: Arrange and facilitate internal / external strategy meetings (with clients) for policy renewals, preparing minutes and supporting coordination between Advocacy and Broking teams.
• Proposal Process: Participate in drafting proposals, ensuring data accuracy for client submissions, and following up with carriers on binding confirmations.
• Tax Filing: Collaborate with the service teams and client teams to ensure timely tax filings, avoiding penalties for late or incorrect submissions. Process Quality management
• Quality Assurance: Aid in quality control and continuous improvement, publishing quality metrics, and ensuring compliance with regulations and internal standards.
  
  

• Escalation Management: Manage escalations effectively by collaborating with stakeholders and leading root cause analysis to prevent future issues. People Development:
• Training & Mentorship: Train and mentor new and existing team members, evaluate training programs, and facilitate internal learning solutions.
  
  

• Communication
• Problem-Solving
• Adapts to Change
• Influencing Stakeholders
• Developing Talent
  
  

• Graduate – Banking, Finance, Insurance related courses (Preferred)
• Any insurance qualification (Preferred)
  
  

• MS Office i.e., MS Teams, Excel, Powerpoint, etc.
• Interpersonal Skills
• Working in Teams
• Driving Excellence
• Dealing with ambiguity
  
  

• 6 to 7 years for experience in the Insurance renewal cycle business
• Experience in conducting technical process related trainings on a one-to-one basis (Preferable)
• US insurance experience (Mandatory)
• Understanding of the end-to-end insurance renewal cycle and its stages
• Thorough knowledge and understanding of various insurance documents
• An understanding of catastrophe modelling will be useful