Provide support to Commercial Lines Account Managers in the servicing of existing clients, placement of coverage for new business, and retaining renewals.
- Perform daily service on assigned task by Account Manager or Operations Manager with the agency's written procedures including, but not limited to:
- Account transactions including ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
- Respond to client inquiries, incoming mail, and company request needs on a timely basis.
- Collect renewal data on assigned accounts.
- Review new/renewal policies and endorsements to insure items were received as ordered.
- Maintain accuracy of client data in agency management system (Applied Systems)
- Document all activities in agency management system (Applied Systems)
- Understand and utilize upload, download and interface technology
- Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
- Keeping Producers and Account Managers informed of all important activities on their accounts including being sensitive to potential problems and informing management
- Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
- Maintain knowledge of current underwriting requirements of contracted insurance carriers
- Maintain knowledge of policy provisions and any changes in these provisions
- Complete other functions and assignments as assigned including back-up duties.
