RENEWAL & NEW BUSINESS
 

May initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance.

On accounts where requested, reviews expiring exposure and requests exposure updates from the clients; on new business enters completed applications in EPIC provided by the producer.

In coordination with the producer, if one is present, prepares and sends out submissions to markets and/or quote products on-line.

Review quotes, make recommendations, and verify that coverages are as requested and prepare proposal; 

Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted; 

Ensure Auto ID’s are issued in advance of renewal.

Prepare and issue renewal certificates.

Process automatic renewals from companies in advance of expiration;

Work with Processor(s) to prepare policies to send being sure to check work prepared;

Prepare summaries and complete policy checks. 

 ACCOUNTING/AUDITS

Responsible for resolving accounting discrepancies to producers and clients.

Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old.

 GENERAL

Requests and tracks the processing of policy changes and endorsements; works with Processor(s)/Assistants in execution of this process

Ensures the accuracy of information in the Agency Management System; 

Issues certificates within 24 hours and Auto ID Cards

Orders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed. 

Responsible for the accuracy of work given to Processor(s).

Processes endorsements w/ assistance from Processor(s).

Maintains positive and professional working relationships with clients, carriers and other employees in the office.

REQUIREMENTS

High School education required with college degree preferred or equivalent experience &/or education

Good working knowledge of Personal Property/Casualty coverages.

Current insurance license and should be working toward or hold the CISR designation

Typically has at least one year of experience in a processor P/L role

Ability to work with computer technology including use of Word and Excel or other relevant programs.

Ability to operate computers and general office equipment

Aptitude for accuracy in mathematical calculations

Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.

Organizational and Time Management skills to prioritize workloads and meet deadlines.

Keep up with continuing education requirements for licensing. Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.