We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results.

Broking & Client Servicing Operations Specialist is an operational role in our Corporate Risk&Broking business that supports a team of brokers by assisting with organization, daily operations, communication with clients and client service marketing support, renewal solicitations, proposal creation,

The Role

As a Brokin & Client Servicing Operations Specialist you will…

•    Build and create presentations to support business planning, client engagement and meetings
•    Working with account executives in the sales process and the negotiations with underwriters
•    Handle incoming client requests professionally, promptly and efficiently
•    Complete policy change requests and provide endorsement to Account Executives as required
•    Liaison with underwriters, build and maintain relationships
•    Discussing and assessing clients’ current and future insurance needs
•    Negotiating policy terms and costs with insurance providers
•    Provide a best in class experience for our Account Management team through effective task management, decisive prioritization
•    Reviewing and revising insurance policies in conjunction with the Account Executives to ensure complete and appropriate coverage
•    Leading and overseeing the Renewal Process, including preparing the renewal report, presenting to client for approval, acquiring the binding order, reviewing policy documentation and delivering to client in a timely manner
•    Receive quotes and update renewal document(s) as needed
•    Serve as the Second Pair of Eyes for quotes, proposals, confirmation/evidence of coverage etc.
The Requirements

•    A minimum of 2 years relevant experience with Client Servies Operations in the Broking/ insurance industry. A qualification in insurance would be an added advantage
•    High performing team player with a proven track record for providing outstanding customer service
•    Undergraduate degree in a relevant field
•    Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook)
•    A candidate with prior experience in the areas of client services and back office operations,
•    Excellent interpersonal, communication and presentation skills, both verbally and written
•    Ability to work collaboratively as a key member of a team and independently with minimum supervision
•    Ability to prioritize competing requirements and deadlines under pressure
•    Intellectual curiosity to learn and become proficient in FINEX insurance products
•    Ability to work productively and collaboratively in a team setting
•    Demonstrates knowledge of core insurance principles & provide explanation to clients
•    Understanding of required placement workflows