Offer summary

Qualifications:

Strong clerical skills including word processing and filing., Ability to analyze pricing and coverage terms., Familiarity with compliance and transparency standards., Excellent communication skills for client and team interactions..

Key responsabilities:

Assist Advisory colleagues with clerical functions and presentations.

Attend internal meetings to understand company operations.

Monitor renewal and binder control systems for timely progress.

Maintain relationships with clients and assist in proposal preparation.

Job description

Company:

Description:

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.

The applicable base salary range for this role is $53,400 to $99,400.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Applications will be accepted until:

August 1, 2025

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