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Analyzes client data and compiles research results using spreadsheets, company databases and other computer systems to help with the development of client solutions.
Writes research reports for assigned accounts, highlighting their business risks to assist Broker.
Cultivates a thorough understanding of markets to better assist Broker.
Supports negotiation activities with carriers, and secures and compares submissions to provide the best service to clients.
Participates in the analysis of clients existing programs and requirements by reviewing current policies and formulating recommendations for customized risk solutions to assist Broker in developing client solutions.
Assists team members with the development of underwriting specifications and preparation of proposal presentations for existing and prospective clients.
Attends client meetings as a part of the team to learn more about the business and better assist clients and Brokers.
Marsh McLennan
