Always exhibit superior customer service traits: Accommodate client requests, facilitate servicing needs & exceed expectations across all brokering-related. Communicate with carriers/underwriting/producers and brokers regarding renewals, audits, carrier recommendations, and quote negotiation on existing and new business. Perform thorough analysis of policy renewals to identify coverage gaps and account opportunities. Coordinate marketing of accou...
Always exhibit superior customer service traits: Accommodate client requests, facilitate servicing needs & exceed expectations across all brokering-related. Communicate with carriers/underwriting/producers and brokers regarding renewals, audits, carrier recommendations, and quote negotiation on existing and new business. Perform thorough analysis of policy renewals to identify coverage gaps and account opportunities. Coordinate marketing of accou...
Essential Functions/ Primary Responsibilities. Invoicing- using specialized insurance software, data enter and check necessary fields for accuracy for policy billing purposes. Special Projects- from time to time and at management request, special projects will be needed, examples would include but are not limited to vendor reviews, admin support and organization. Accounts Receivable-record and process client payments against both internal and ext...