Mark Jimenez Email & Phone Number

Manage a portfolio of clients to achieve targets for new business, renewals and retention of current clients.Support complex financial institutions and structured products policies with Tier 1 and Tier 2 brokers.Manage end to end renewal process by creating and recommending renewal strategies, negotiating rates, and providing NBI quotes and coverage that best meet the clients’ needs. Develop and maintain positive working relationships with clients meeting with them regularly to review potential claims and utilization results. Produce a high retention rate of renewal policies and increase additional premiums to reach department goals.Host training webinars within the Cofanet trade credit system to help manage policy products.

New York, New York, Us

Managed and serviced multiple mid-size trade credit policies while providing broker support within the highest producing team.Marketed clients’ policies to insurers throughout the industry. Led renewal strategy meetings reviewing and negotiating quotes and making final recommendations that best meet clients’ needs.Delivered coverage specifications with bind coverage to clients.Developed strong working relationships with insurance carriers and underwriters.Handled day-to-day client interactions with senior-level staff.Guided clients throughout the claims process.Reviewed and processed billing requests for policy premiums, true-ups, endorsements, and any other fees into the MART system and the Revenue Management system.Utilized individual insurers’ web-based management systems including limit requests and reporting final sales declarations.

Manage the company’s global information reports program for renewals.Hosted webinar training sessions on the Cofanet platform to educate clients and answer questions.Represented Coface as the single point of contact.Established relationships with underwriters and claim adjustors; worked together on coverages, decisions, and provided updates for additional review requests.