Account Management

• Provide day-to-day client management

• Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).

• Process incoming mail (postal, email and/or faxes) for the team and distribute to team

• Process cancellation notices/non-payment issues

• Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery

• Deliver policies as directed by Producer

• Request and prepare policy endorsements

• Issue certificates of insurance and deliver special handling certificates

• Process client monthly reports

• Process premium audits and deliver disputed audits

• Follow agency procedures for client management system

New/Renewal Marketing

• Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures

• Review expiration checklist and manage workflow per Commercial Lines Service Standards

• Work with team to coordinate market ready submissions including specialty applications

• Review and roll renewal submissions or create Acord applications as directed by team

• Complete online rating with carriers as required for coverage placement as directed by team

• Prepare finance agreements with finance companies

• Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients.

Other Duties and Responsibilities

• Accept special assignments as directed by leader

• Support agency directives in effectively managing agency/carrier relationships

• Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems

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