Work with the sales and placement team to determine the completeness and accuracy of new business submissions. Utilize carrier online rating platforms to quote small lines of business. Support the Senior Placement Executive in building and maintaining carrier relationships. Accurately use the CRM software to keep up-to-date records on clients, carriers, and submissions. Assist in the monitoring of timely and successful placements.
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This role involves financial underwriting collections, assisting underwriting and claims management with various projects, pre-screening new business, and performing research and administrative duties within the international trade insurance sector.