Placement Department -- 2

I am looking for someone who can prepare a creative presentation that talks about the "placement department/technical department" in our insurance broker company.

The slides to include the following:

1.Department structure presented in a creative way (Head of placement reporting to the Managing director and 4 placements officers reporting to Head of placement).

2. General Overview:

- Convert fact-finding outcome provided by Relationship Team into insurance slips
- Market new business or existing opportunities, negotiate terms and conditions and secure best coverage according to customers’ needs
- Create, enhance and maintain effective relationships with Insurers
- Review proposed coverage to ensure it is in line with customers’ needs
- Provide market intelligence about insurance products and coverages
- Keep records for all placement activities and documentations
- Take full ownership of post placement process in alignment with Relationship Team to ensure inception of placed policy is smooth
- Ensure regulations are being applied thoroughly and effectively

3.Day to day tasks presented in a creative way :

First: Request for quotation received from RM
Second: Validate requirements if all is correct proceed with next step. And if not go Back to RM to amend.
Third: Prepare submission and approach market
Fourth: Prepare policy analysis and appraisal report
Fifth: Submit analysis and appraisal report to RM to present to the client.
Sixth: Finalize with selected bidder once client's feedback is received.

4. Creative timeline that shows number of quotations submitted each month (20 each month and total 240 per year)

Colors used in presentation around dark gray and dark blue.