Overview In this role you manage day-to-day client accounts to sustain long-term relationships and maximize sales opportunities. You will work closely with Producers to handle quotes, endorsements, and policy changes across the policy year. You'll verify coverages, prepare summaries and communicate quote results, bind requests, and master policy documents. The position involves handling renewals, cancellations, and inquiries with carriers and customers in a fast-paced environment. You'll contribute to efficient, accurate policy administration and client service in commercial lines.
Responsibilities- Handle client and carrier inquiries about coverage, claims, or administration per procedures
- Update and maintain applications and renewal information during the policy year
- Request and document endorsements to reflect coverage changes via AMS
- Review and align quotes with applications, then communicate results to Producers
- Prepare insurance summaries, schedules, and proposals for Producers/Customers
- Process bind requests and issue binders with carriers
- Issue Auto IDs and create master certificates for new business and renewals
- Invoice agency-billed policies, endorsements, and audits; execute premium finance agreements as needed
- Assist insureds with audit disputes and guide resolution
- Support claims submission and track status with carriers; assist with accounting discrepancies and premium collections
- Process cancellations; identify reasons and minimize unpaid premium exposure
- Produce additional reference materials and analyses as requested by Producers
Key requirements- Strong verbal and written communication to explain complex issues
- Excellent listening and attention to detail
- Desire to help others with complex insurance problems
- Progress toward professional designations such as CISR or CIC
- Ability to manage multiple tasks and prioritize
- Independent decision-making capability
- Strong relationship-building with Producers, companies, customers, and colleagues
- Team player; adaptable to a fast-moving environment with a positive attitude
- Microsoft Office (Excel, Word) proficiency
- Ability to navigate the Internet and use systems such as AMS360
- communication skills
- attention to detail
- relationship-building
- AMS360 knowledge
- Microsoft Excel
- Microsoft Word
