Support Producers’ sales efforts by handling accounts once bound
Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
Review all items to be processed, to insure items were received as ordered.
Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
Participate in any special projects at management’s request.
Required Experience, Skills and Qualifications
Experience- 2.00- 6.00
Skills- Maintaining a high level of client service, Tally ERP9
Qualification- Graduate & Post Graduate