In a manner consistent with compliance and regulatory requirements, respond to agent’s inquiries via multi-media factors including inbound, outbound calls and email. This position is the liaison between our external agents and our Agency Operations Department and requires, system, product and insurance industry knowledge.
* New Business - edits, application processing
* Underwriting - UW worksheets, UW edits, UW guidelines, processing times
* Accounting - processing times, billing, accounting guidelines, bill date changes, payment processing
* Policy Admin - cancellations, processing times, policy provisions, policy guidelines, admin changes
Support (10% of time): Support other Agency areas by completing administrative tasks including but not limited to creating vendor codes, updating spreadsheets/reporting, testing and additional related project and program work as assigned.
Certifications & Licenses: