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Commercial Lines Assistant
2 months ago
ESSENTIAL AREAS OF RESPONSIBILITY
• At the direction of an Account Manager:
o Process both premium and non-premium bearing endorsements
o Follow-up on notices of cancellation and process notices of non-renewal
o Issues certificates, evidence of insurance, Auto ID Cards
o Follow up for receipt of policies and prepares and requests binder extensions, when required
o Handles actions items assigned
o Compare policies received to applications in management system, quote, and review proposals for accuracy.
List any discrepancies found and forward to Account Manager for final review and disposition of discrepancies found.
Assistant Account Manager may update the applications and process corrections needed at the direction of the Account Manager.
o Forward policy(s) to client via email or post
o Obtain loss runs for renewal and prepare loss summaries (when required)
o Request updated drivers list, property schedules, certificate holder lists, etc.
o Prepares finance agreements as directed
o Prepares Proposals, Letters, Excel Spreadsheets, and Insurance Summaries
o Data Entry for prospects and ongoing maintenance of management system
o Back up Account Manager when Account Manager is out of the office
o Prioritize and organize work to meet deadlines
o All other related duties as assigned.
