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- Collaborate and communicate with the Network to process, invoice, deliver, and service globally placed North American policies.
- Collaborate with the internal team to document internal and external strategy meetings.
- Draft exposure and underwriting information, deliver to client, and gather updates from the client.
- Coordinate and support all day-to-day client service and consultation.
- Develop complete and accurate submissions for Placement.
- Collaborate with Placement specialists throughout the placement process, and communicate and gather information to/from the client.
- Design and build full client proposal, including the coverage comparison provided by Placement.
- Request and obtain binders from insurers and perform or obtain the second set of eyes review as applicable.
- Deliver binders and/or policies to client with appropriate transmittal letters.
- Assist with follow-ups to client for subjectivities.
- Collaborate with the internal team to request and process endorsements and audits.
- Collaborate with Associates and other appropriate resources to draft fee agreement(s) as applicable.
- Collaborate and communicate with Domestic and Global Center teams (. Accounting, Certificate Center, Renewal Services, Policy Checking) to smoothly and effectively complete joint work/process steps including billing of premiums and fees.
- Maintain account management information in appropriate systems.
- Assist with unlicensed placement due diligence process. Complete documentation associated with filings.
- Request and verify the accurate delivery of agency bill invoices and coordinate with accounting as applicable, including calculating premium and tax allocations.
- Secure Premium Financing quotes and deliver to client.
- Assist with billing adjustments as requested by Associates.
- Complete review checklists and deliver the final policy check letter to client if no discrepancies found.
- Complete policy checks, review checklists, and deliver the final policy letter to client if no discrepancies found.
- Complete the Certificate template as needed to allow the Certs Team to issue certificates.
- Attend client meetings as required.
Associate Incoming Specialist - Toronto, Canada - WTW
Description
The Associate Incoming Specialist assists in the day-to-day service of large multinational commercial clients in a small team environment.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
The Associate Incoming Specialist assists in the day-to-day service of large multinational commercial clients in a small team environment.
Essential Duties and Responsibilities: