Services.
Sales Support
-
Preparing quotes on carrier websites
-
ITC rater, EzyLnx
-
Entering data in Acord forms
-
Surplus lines renewal quote requests
-
Generating proposals
Renewal Support
-
Generate a report for upcoming renewals.
-
Ensure to send renewal offer notice to the insured before 30/45 days of the renewal.
-
Verify payment dues on the carrier portal
-
Send payment due notice ten days before renewal
-
AMS: Verify policy/create renewal shell
-
Verify agent renewal commission
Certificates & Endorsements
Indexing and Information Management/Flow
-
Issuing certificates of insurance
-
Reviewing contracts for insurance requirements
-
Creating master certificates
-
Collecting certificates and reviewing for compliance
-
Endorsements
-
Return premium
-
Additional premium
-
-
Categorize emails according to their types
-
Handle documents issuance for renewals, cancellations, emails
-
Transmit necessary information via fax, email, or mail to AM/Agent/Insured
-
Process, attach, and upload documents to the agency management system
-
Keep client's information and files up-to-date in the system
-
Assemble and distribute various transactions as requested
-
Maintain supplies for the team.
IT Support
-
Office 365 admin
-
IT policies
-
AMS etc