Summary of Responsibilities:
In a manner consistent with compliance and regulatory requirements, responds 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.
Computer Skills and Knowledge of Hardware & Software Required:
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):