Placement Executive

hace 6 meses

Bogota, Colombia Marsh A tiempo completo

**Ensures timely and accurate production/processing of**: draft policy wordings and endorsements for Senior Account Executive /Principal, draft renewal reports and insurance manuals, questionnaires to assess coverage needs, up to date computer system records, current and outstanding documentation follow ups and all other documentation.

Manage and prioritize own workload to meet individual SLA, KPI and Quality targets.

Adhere strictly to the Company's Quality practices and other systems and procedures

Perform step up Team Leader duties on an ad-hoc basis to support Operations team.

Maintain a basic understanding of the core aspects of relevant Insurance and related legislation (customer awareness)

Works with Senior Operations Services Executives and Operations Services Team Leaders to identify continuous improvement opportunities within operational processes.

**Ensures timely and accurate production/processing of**: invoices and related policy documentation, quotation and placing slips, premium and adjustment calculations, claims histories, up to date computer system records, current and outstanding documentation follow ups, complex and confidential documentation, quotation and placing slips, premium and adjustment calculations, information and documentation for Pre-Renewal and Broking meetings and up to date computer system records.

Builds and maintains strong working relationships with internal and external stakeholders and maintains an awareness of the customer’s business and insurance needs.

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