Essential Duties and Responsibilities:
- Enters accurate client information into system applications.
- Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices. Creates general correspondence to carriers and clients. Sets up Notice of Cancellations and Reinstatements. Processes final cancellations. Processes final audits and sends to insured. Updates Lost Business spreadsheet.
- Issues certificates of insurance and evidences of property.
- Prepares policies, renewals and other documents for delivery to insured.
- Rates lines of coverage as needed.