processes as directed by the broker. Initiates renewal reviews to optimize client coverage and recommends strategies to support... cover letters for agents. Reviews incoming documents for accuracy and completeness. Broker Relationship Management: Builds...
Position Summary The Account Executive is responsible for assisting the Broker team in executing trades, managing...: Prepares accounts for new business and the renewal process as directed by the broker, initiates renewal reviews to deliver...
, memos or reports to the broker Manage the client database to keep information orderly and confidential Drafting listing... in only a matter of days. We know the San Fernando Valley inside out, and we have carefully curated and nurtured the local...
review and issuance of a compliant Certificate of Insurance from broker. Prepare Prime Contract Agreements (when requested..., customers, and colleagues inside and outside of the Contract and Risk department to innovate, enhance, align, and drive the...
review and issuance of a compliant Certificate of Insurance from broker. Prepare Prime Contract Agreements (when requested..., customers, and colleagues inside and outside of the Contract and Risk department to innovate, enhance, align, and drive the...