Broker II manages all aspects of new, renewal and prospective business including the marketing and solicitation of accounts and the preparation/presentation of research, financial analysis, client and reinsurer presentations, budget and revenue exhibits, formal documentation execution, management of accounting/claims/contract issues.
New Business Development
- Develop and present new/renewal/prospective presentations to clients and reinsurers.
- Produce new clients and design programs for them, establish relationships through meetings, exhibit professional skills, and entertain in order to generate revenue.
Project Management
- Oversee the timely production of appropriate account/program documents.
- Liaise with Guy Carpenter service departments to ensure the proper level of client service and timely flow of business process.
- Monitor the follow-up on contract documentation, ensuring the timely flow of materials.
Business Retention
- Design new programs for clientsâ needs, placing business with client-approved reinsurers
- Respond to client queries and concerns, resolving issues promptly.
- Establish and maintain strong relationships with reinsurers, clients, colleagues, and Marsh.
Budget
- Manage expenses, time, services, etc. in order to maximize GC profits.
Documentation
- . Document all external correspondence and telephone conversations in accordance with GC procedures, including where appropriate, GC Professional Standards guidelines, minimizing the potential for errors and omissions.
Business Knowledge
- Maintain comprehensive knowledge of reinsurer capabilities (product lines, capacity, approvals, etc), with the help of Market Information Department, Legal Department, and other departments as necessary
Education
- Bachelorâs Degree required.
Experience
-
8 years related experience with the ability to deal with moderately complex accounts and mid-sized generating clients.
- Strong ability to maintain compliance with professional standards, where applicable, as well as company-wide quality initiatives.
- Strong ability to address client needs by accessing and organizing resources.
- Strong ability to manage clients and help them address issues proactively.
- Strong ability to understand clients’ business industry.
- Strong ability to work as part of a team to support clients’ needs.
- Strong ability to handle significant workflow through efficient time management.
- Strong ability to challenge appropriately – supports case with facts and information.
- Strong ability to seek ways to streamline and improve current processes.
- Assist in and play a role in client presentations.
- Demonstrate commitment to clients and helps them address issues proactively.
- Demonstrate skills at identifying and solving potential problems in their specialty and develops
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