The purpose of this job is to aid clients with service needs and provide assistance to producers in handling and processing new and renewal commercial business.
• Market new and renewal business including proposals and update profit and loss information
• Answer clients and insurance companies' questions and needs by phone, mail, fax
• Issue binders and certificates of insurance
• Keep updated suspense, expiration lists, and maintain electronic and paper files
• Request and process policies endorsements, audits, and cancellations including invoicing
• Attend continuing education classes and seminars to improve insurance knowledge