Provide total service to assigned clients on renewal and throughout the policy period; handle questions and general inquiries, recommend and provide increased limits or coverage.
Responsible for all incoming mail regarding assigned clients.
Responsible for the quality and timeliness of all policy documentation processing; new business, renewals, endorsements, cancellations, etc.
Record and process various claims transactions.
Responsible for accounts receivable for assigned clients, adhering to corporate accounts receivable procedures.
Ensure all abeyance items are completed through the use of follow-up lists.
Solicit new personal lines business from existing accounts and provide quotations, completing the IBC cost guide where applicable.
Provide backup for other Personal Lines Brokers as required.
Adhere to all system procedures and insurance company regulations.
Assist with special projects at management request.
