Performs more complex clerical functions, including but not limited to, photocopying, faxing, scanning, word processing and filing to assist Advisory colleagues.
Attends internal strategy meetings to gain a deeper understanding of the work the Company does and better assist Advisory colleagues.
Assists in the creation of presentations and program submissions, including coverage specifications, in collaboration with Advisory colleagues.
Assists in preparing proposal components including the analysis of : pricing, coverage terms and conditions, services, quote comparisons, financing, commentary and recommendations.
Monitors the renewal and binder control system to ensure things are progressing according to schedule.
Requests follow-up for changes from underwriters to ensure coverage is correct.
Maintains ongoing relationship with clients and team colleagues to effectively service clients and market contact and assist the Advisory colleagues.
Understands and complies with compliance and transparency standards.