Position Summary:

Provide prompt, accurate and courteous service to clients, producers, and company colleagues in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, and expanding and servicing existing accounts in accordance with the agency procedures and carrier guidelines. Support company growth by working with producers, management, and other colleagues on special projects or duties as directed.

Major Responsibilities:

Primarily responsible for the small to mid-size commercial lines accounts.

Work closely with the Account Executive on all renewals, quotes, marketing, proposals, etc.

Prepare company submissions for new/renewal business, market as appropriate and prepare proposals.

Prepare all change requests and review audits and policies for accuracy.

Setup and prepare new account files in AMS360.

Invoice all agency bill transactions within 48 hrs. and collect premiums accordingly

Notify producer of any unpaid audits in a timely manner and request appropriate actions according to carrier guidelines and timeframe.

Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.

Prepare and process cancellations when required and follow up on notices of cancellations.

Respond to carrier correspondences and process any necessary updates.

Prepare and process clients requests, including ID cards, evidence of property, certificates of insurance and binders.

Review policies and related documents for accuracy and deliver policies to insureds as needed.

Work with producer to evaluate exposure, negotiate and interpret coverage, review with clients as needed.

Evaluate and recommend additional coverage based on client needs.

Quote/propose as appropriate.

Keep producer fully informed of all important activities on the accounts.

Review monthly reports – Aged Receivables, renewals/expirations, and Suspense reports in a timely manner.