Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.
2. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution.
3. Accurately explain coverages and liabilities to agents and/or clients.
4. Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.
5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.
6. Manage all account documentation.
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