Essential Functions
􀁸 Process all incoming mail for assigned team
􀁸 Process notices of cancellations, non-renewals, and reinstatements notices. Communicate issues to the account
management team (or Account Executive on new business)
􀁸 Review for accuracy and process applications, binders, endorsements, renewals, new business policies,
census/enrollment requests, and certificates of insurance (applicable by department)
􀁸 Handle billing questions, auto ID cards, verification of insurance phone call requests from customers and
mortgage/title/closing agents, certificates of insurance, census, and department specific administrative processes.
􀁸 Prepare premium quotations on new business, renewal business, and any policy changes on existing policies for
the account management team
􀁸 Assist team with the preparation of applications and supporting documents
􀁸 Understand all carrier online capabilities for billing and processing as necessary to complete your work processes
􀁸 Communicate with account management team and Director to provide regular input on all account activity, and
workload
􀁸 Be familiar with, and adhere to the department’s procedure manual for the processing of your work processes
􀁸 Follow all systems, procedures and regulations set forth by both the agency and the insurance companies
􀁸 Continue to update job knowledge by participating in educational opportunities