Essential Job Functions:

·         Prepare new client submissions

·         Scan and build marketing files

·        Prepare renewal marketing submissions

·        Prepare loss history:  Request loss runs from companies and complete loss summary as needed.  Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.

·         Prepare premium finance contracts and company financing as needed

·         Bind coverage as requested.

·         Create Policy Book.

·         Prepare and authorize ID cards for auto risks, laminating ID Cards, etc.

·         Maintain Certificate of Insurance List and create master template for COI’s.

·        Policy Checking - check policies against Proposal/Application

·         Process policy change requests, ordering and receiving.

·        Coordinate the development and maintain individual client service schedules and ensure delivery of value added services

·         Maintain client data integrity through regular maintenance/oversight of updates of applications, schedules, etc.

·         Review company audits for accuracy, invoice and follow up on additional premiums as required (refer to workflows/procedures).

·         Assist in the cross-sell and round out of accounts by offering advice about existing products and promoting value added services

·         Answer client calls concerning all service issues and product queries from clients quickly, efficiently and accurately

·         Coordinate High Performance Team meetings with all players on a monthly basis

·         As Team Leader, provide training and development to team members

·         Perform other duties as required and/or assigned