oracle
Associate Broker
LON3 London - 51 Lime Street
Chicago, USA
Onsite
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The Associate Broker (Marine Cargo Broker Trainee) supports a team of senior 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, data analysis and other support tasks as required. It also requires that the chose candidate maintain a book of smaller accounts that they will directly broke with the insurance markets.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Performance Objectives
Assists the team to provide day-to-day servicing of larger, complex accounts and direct broking/placement service on smaller accounts, duties include but are not limited to:
Issuance of policies and endorsements
Assist in formulating submissions for insurance carriers
Assist with quote comparative spreadsheets
Issuance of compliance documentation
Assist and coordinate responses to RFP’s
Organize internal, prospect and client meetings
Support invoicing of Cargo accounts
Follow up on invoicing and accounting inquiries
Maintain updated account list
Review and manage policy expiration list.
Learn and utilize WTW software and systems – ECLIPSE, RADAR
Add/renew policy record in ECLIPSE; upload required documentation throughout placement
Maintain client and prospect lists within CRM in large market, middle market and industry focus areas
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