Elements and Performance Criteria
- Determine needs of client with complex risk portfolio
- Identify changes to insurance program
- Changes are determined by appropriate review of portfolio requirements
- Specialist advice is sought as required
- Claims/losses history is obtained
- Changes in risk context and external environment are taken into account
- Client declarations/proposals are obtained as required by underwriters
- Client preferred options are identified
- Negotiate complex renewals with insurers
- Obtain client instructions for renewal