Lead Associate

Essential Duties and Responsibilities

• 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 (e.g. 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.