Job Summary: 

• Producing accurate and timely management and account information by using corporate pipeline and CRM systems.
• Create sales collateral including production of monthly sales packs, client presentations and tender responses
• Obtain, collate and analyse relevant market intelligence and present on a monthly basis to key stakeholders
• Support Sales, Underwriting and Claims teams with the on-boarding of new clients.
• Support the creation and maintenance of a ‘major client’ database
• Supporting a greater focus on strategic account management 
• Ensuring the highest level of service can be delivered
• End-to-end Broker event organisation, collaborating with teams such as Marketing and the event venue/host
• Arrange and organise the event, completing all relevant administration tasks
• Ensuring key stakeholders are kept informed appropriately.

Skills on Resume:

• Data Management and Analysis (Hard Skills)
• Sales Collateral Development (Hard Skills)
• Market Intelligence (Hard Skills)
• Client Onboarding Support (Hard Skills)
• Database Management (Hard Skills)
• Strategic Account Management (Hard Skills)
• Customer Service Excellence (Soft Skills)
• Event Organization (Hard Skills)

Job Summary: 

• Prioritising workload and receiving daily task requests from managers & colleagues
• Interact with various teams across the broader organisation daily to receive information on client insurance / risk needs
• Interact with Insurers and external partners to improve client servicing
• Interact with clients via phone, email and in face-to-face meetings
• Using initiative to acquire information regarding all current client priorities and requirements
• Actively participate in insurance policy pre renewal, renewal and post renewal activities including internal strategy meetings, drafting quotation and placing slips, and crafting renewal reports
• Support clients and colleagues with additional daily administration activities
• Preparing, lodging and invoicing of policies in an accurate and timely manner
• Understanding client financials and assisting with credit control
• Educate agents in all facets of real estate sales, compliance, risk management, and customer service

Skills on Resume:

• Task Management (Soft Skills)
• Cross-Team Communication (Soft Skills)
• Client Relationship Building (Soft Skills)
• Effective Communication (Soft Skills)
• Proactive Information Gathering (Soft Skills)
• Policy Lifecycle Management (Hard Skills)
• Administrative Support (Hard Skills)
• Financial Understanding (Hard Skills)

Job Summary: 

• Prepare listing packets and market analyses and listing processing
• Communicate with clients to ensure timely project completion
• Networking events coordination and transaction file organization and maintenance
• Conducting showings and open houses and handling inquiries about listings
• Review all broker files/transaction documents
• Ensure all contract documents are reviewed/signed within required policy and statutory deadlines
• Ensure all documents are reviewed for accuracy, completeness, and compliance with all statutes and in accordance with all risk management policies
• Correspond and reply to requests from agents, clients, and staff
• Troubleshoot and respond to a potential agent, client, and co-brokerage challenges or concerns
• Manage branch office assigned and occasionally cover othConduct training orientations with new agents on SkySlope and Transaction DeskCounsel 

Skills on Resume:

• Listing Packet Preparation (Hard Skills)
• Client Communication (Soft Skills)
• Networking Event Coordination (Hard Skills)
• Property Showing Management (Hard Skills)
• Transaction File Review (Hard Skills)
• Contract Compliance Assurance (Hard Skills)
• Document Accuracy Verification (Hard Skills)
• Conflict Resolution (Soft Skills)

Job Summary: 

• Communication with clients, lenders, solicitors, banks, valuers and accountants
• Collation, process, and implementation of loan documentation
• Completion of credit assessments and loan comparisons
• Lodgement of applications via online mortgage platforms and providing post settlement service to clients
• Tracking the progress of the loan applications from lodgement through to settlement
• Updating of loan application progress to meet critical deadlines (both internally and externally)
• Managing client relationships throughout the entire loan application process
• Support the principal with loan applications from inquiry through to settlement.
• Assist with file preparation, serviceability calculators, borrowing capacity letters and compliance.
• Order upfront valuations, collect information and documents 
• Follow up clients and the banks/external providers.
• Maintain and foster key relationships with referral partners, bank BDM's and conveyancers to resolve any queries.
• Track the status of loan applications and liaise with clients, lenders, conveyancers and referral partners and ensure settlement happens on time.
• Complete loan applications, submit completed loan application and supporting documents to the lender for assessment.

Skills on Resume:

• Stakeholder Communication (Soft Skills)
• Document Processing (Hard Skills)
• Credit Assessment (Hard Skills)
• Mortgage Application Handling (Hard Skills)
• Progress Tracking (Hard Skills)
• Deadline Management (Soft Skills)
• Relationship Building (Soft Skills)
• Application Support (Hard Skills)

Job Summary: 

• Assess, understand and explain the management and professional liability exposures of financial institution clients
• Craft and build management and professional liability risk transfer solutions
• Compare and explain differences in insurer policy forms
• Negotiate market-leading insurance policy terms and conditions with underwriters
• Develop and manage professional relationships with clients and underwriters
• Collaborate with internal colleagues to timely deliver professional work product
• Stay current and present to clients on insurance market participants, developments, trends and underwriting practices
• Participate in unscheduled client matters including claim consultation, noticing and resolution
• Mergers, acquisitions, and divestitures and initial public offerings
• Manage an assigned book of client accounts and participate in new business development opportunities

Skills on Resume:

• Liability Exposure Assessment (Hard Skills)
• Risk Solution Crafting (Hard Skills)
• Policy Form Comparison (Hard Skills)
• Policy Negotiation (Hard Skills)
• Relationship Development (Soft Skills)
• Collaboration (Soft Skills)
• Market Awareness (Soft Skills)
• Account Management (Soft Skills)

Job Summary: 

• Build, implement and manage systems for clients, lead generation, database management
• Coordinate marketing events and client appreciation events and serve as a liaison between clients and agent
• Provide concierge-level customer service to clients and customers
• Research and develop new systems that will push the business forward
• Continue to leverage the day to day office tasks away from the agent, organizing workflow and reducing inefficiencies
• Assisting Broker in maintaining the highest level of service to clients
• Liaising with different types of Investment Entities (High-Net-Worth Individuals, Companies and Retail Investors)
• Learn and add value in a range of different tasks in a fast-paced growing business
• Contact with clients to chase up or follow up various documents.
• Responsible for processing renewals, completing new business quotes through Sunrise and completing endorsements.

Skills on Resume:

• Systems Implementation (Hard Skills)
• Event Coordination (Hard Skills)
• Customer Service (Soft Skills)
• System Development (Hard Skills)
• Workflow Optimization (Hard Skills)
• Client Support (Soft Skills)
• Engagement with Investors (Hard Skills)
• Task Adaptability (Soft Skills)

Job Summary: 

• Completes and files documentation required for risk acceptance determination.
• Collaborates with Broker with regards to unusual coverages.
• Determines amount of insurance in force on a single risk or group of closely related risks.
• Confirms appropriate filings in accordance with applicable regulations.
• Maintains knowledge of all markets available to maximize opportunities to negotiate placements.
• Verify complete and proper coding, compliance with Quality Control guidelines.
• Maintain diligent client contact at each key stage in the application process and be responsive to client inquiries
• Complete file management for new and existing clientele, ensuring the database is kept up to date
• Assist with compiling and submitting loan applications and manage applications through to settlement stage
• Ensure that loan applications are com pliant, complete, and accurate with all supporting documentation (saved in the file prior to submission)

Skills on Resume:

• Documentation Management (Hard Skills)
• Collaborative Problem-Solving (Soft Skills)
• Risk Assessment (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Market Awareness (Hard Skills)
• Quality Control (Hard Skills)
• Client Communication (Soft Skills)
• File Management (Hard Skills)

Job Summary: 

• Help manage renewals and retention of an existing portfolio
• Negotiating and processing renewals and endorsements
• Providing the highest level of customer support to clients and management
• Providing high levels of service and follow-up to clients and prospects
• Build and manage relationships with clients and insurers
• Rate offers & books freight with carriers, as well as obtain timely updates for specific accounts 
• Ensures loads are in proper status, troubleshoot all load issues until completion.
• Automation follow up to include completing driver check in and follow up with carrier.
• Maintain consistent attendance while exhibiting behavior in alignment with core values.
• Develop and maintain relationships with internal and external carrier and customer base, may source and vet new carriers.

Skills on Resume:

• Portfolio Management (Hard Skills)
• Renewal Negotiation (Hard Skills)
• Customer Support (Soft Skills)
• Client Service (Soft Skills)
• Relationship Building (Soft Skills)
• Freight Management (Hard Skills)
• Load Troubleshooting (Hard Skills)
• Communication (Soft Skills)

Job Summary: 

• Coordinate new account opening for new clients, including ensuring new client documentation is complete and compliant
• Liaising with clients to update account documents
• Input trades for clients including buying, selling and trading in stocks, mutual funds, forex, bonds and any other securities for clients
• Provide administration for clients such as requests to withdraw or add money sending wires
• Compliance due diligence and delivering in/out stock positions
• Respond quickly to ad-hoc requests from the CEO and process Money Market and fund requests
• Review accounts to ensure prior days transactions completed correctly
• Work with advisor on greeting and providing service to clients
• Undertake personal assistant and ad-hoc duties for the CEO
• Take the lead with incoming calls and looking after all visitors
• Be a backup for the booking of travel, hotels and catering for Bermuda employees/visitors and ensure that authorisation has taken place
• Support the CEO in the lead advisory work with corporate finance
• Seek out and write company news items and for the company intranet
• Cross training with Compliance and administration

Skills on Resume:

• Account Opening Coordination (Hard Skills)
• Client Communication (Soft Skills)
• Trade Execution (Hard Skills)
• Client Administration (Hard Skills)
• Compliance Management (Hard Skills)
• Ad-hoc Request Handling (Soft Skills)
• Transaction Review (Hard Skills)
• Client Servicing Support (Soft Skills)