Job Description

Description

This position is responsible for providing assistance to producers in handling and processing of new and renewal business, as well as providing in-house customer service to clients as assigned and requested.





Key Responsibilities


  • Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information. Maintain expiration control log.

  • Market new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.

  • Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client.

  • Receive phone calls and/or emails from clients and companies regarding insurance, claims, or administrative problems, and comply with the requests and/or ...

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