Lead Associate

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 knowhow. The result is a new way of embracing risk that drives superior results. Note: Employmentbased nonimmigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role

The Lead Associate Client Relationship Management assists is both clientfacing and marketfacing. You will manage all aspects of new and renewal business including marketing remarketing and daily account servicing. The book of business primarily consists of Canadian subsidiaries and affiliates of multinational companies. As part of a global team you will provide expertise on the Canadian insurance market offering guidance and service to clients and our global network partners.

Note: Employmentbased nonimmigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• 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 daytoday client service and consultation.
• Maintain regular communication with clients via phone email and video conferencing. Attend inperson meetings as needed.
• Prepare and present insurance submissions to markets or coordinate with internal specialty brokers.
• Design and build full client proposals with recommended options including the coverage comparisons.
• 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 followups 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 lings.
• 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.
• Complete policy checks review checklists and deliver the nal policy letter to client if no discrepancies found.
• Complete the Certicate template as needed to allow the Certs Team to issue certificates.

The Requirements

• Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed must be able to show valid confirmation of current status.
• Minimum 5 years of relevant working experience in a Commercial Underwriting or Commercial Broker environment
• Bilingual proficiency in French and English
• Possesses effective verbal and written communication skills.
• Technological acumen to adapt to multitude of technologybased systems including agency management software Adobe PDF applications Microsoft Office Suite and proprietary applications.
• Possesses excellent interpersonal skills
• Ability to handle multiple priorities using sound judgment and resourcefulness in a fastpaced environment.
• Strong decisionmaking capabilities
• Must be resultsoriented
• Ability to provide superior customer service to the client and the insured
• Strong organizational skills in prioritizing duties and multitasking with the ability to consistently meet deadlines
• Independently carry out specific assignments and tasks

Equal Opportunity Employer