DCU Insurance Agency Coordinator

4 weeks ago


Marlborough, Massachusetts, United States Digital Federal Credit Union Full time

Job Summary:

We are seeking a highly skilled and organized Insurance Agency Coordinator to join our team at Digital Federal Credit Union. As a key member of our insurance team, you will be responsible for assisting management with reporting, analytics, and marketing efforts. Your primary focus will be on optimizing department efficiency by assisting with administrative, compliance, and operational duties.

Key Responsibilities:

  • Assign new sales referrals/leads to producers to quote.
  • Manage the agency inbox of sales/service activities.
  • Complete daily downloads, scans, and completes agency mail and returned mail. Assign Edocs to clients in system, runs the close day procedures.
  • Daily Audits of new business/rewrites.
  • Analyze and prepare reports from first initial contact/FIC activity codes.
  • Prepare and present weekly agency huddle reports.
  • Analyze and prepare key measures productivity reports KPI for individual producers along with agency.
  • Prepare new business sales reports and sends to distribution list.
  • Prepare Risk Dashboard report.
  • Prepare Cancellation report.
  • Analyze and prepare monthly comparison book of business report.
  • Pull Commissions reports and files for accounting audits.
  • Prepares Service Improvement Dashboard monthly reports for management.
  • Quarterly posts audits from AM Best Carriers.
  • Compile monthly production reports.
  • Create and distribute renewal letters upon request of Team Leader for policy renewals.
  • Craft retention reports for management.
  • Maintain office supplies and agency team outlook shared calendar updates.
  • Periodically review quality assurance within agency by reviewing completed policies and change requests. Report and review findings with team leader and/or manager.
  • Periodically review and update agency procedures manual.
  • Track producer and agency licenses along with continuing education.
  • Assist team members, team leader and/or manager with day-to-day activities. Providing back-up support, including all clerical administrative tasks, along with phone queue triage.
  • Perform other job-related duties as assigned by team leader and/or manager.


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