Overview In this role you support Account Managers and Producers by processing insurance documents and policy transactions, ensuring accurate, timely service and a strong client experience. You will navigate insurer portals, assist with certificates and non-standard documents, and help with QC processes and reporting. You work closely with cross-functional partners to keep policies compliant and deadlines met, contributing to steady client satisfaction and carrier relationships. This is a fast-moving environment where accuracy and proactive communication drive outcomes.
Responsibilities- Process and distribute insurance policies, endorsements, audits, and cancellation/reinstatement notices across company websites
- Coordinate with a third-party vendor for quality control on policies
- Follow up with companies to ensure timely document processing
- Assist in certificate requests and verify policy compliance by researching documents
- Identify non-compliance issues with Account Managers and propose resolution options
- Support Account Managers with web-based marketing, large vehicle/equipment schedule checks, proposal templates, and loss run retrieval
- Navigate agency websites to obtain documents and support task execution
Key requirements- Strong oral and written communication skills
- Excellent listening skills and high attention to detail
- Ability to manage multiple tasks simultaneously and prioritize workload
- Strong relationship-building with Producers, companies, and coworkers
- Team player adaptable to a fast-moving environment with a positive attitude
- Ability to navigate company websites to obtain documents
- Knowledge of agency management systems and Microsoft Office
- Willingness to take on new tasks as needed
- Clear communication
- Attention to detail
- Multi-tasking
- Microsoft Office
- AMS360
- Web navigation / internet research
