- Provide total service to assigned clients on renewal and throughout the policy period; handle questions and general inquiries, recommend and provide increased limits or coverage.
- Responsible for all incoming mail regarding assigned clients.
- Responsible for the quality and timeliness of all policy documentation processing; current business, renewals, endorsements, cancellations, etc.
- Record and process various claims transactions.
- Responsible for accounts receivable for assigned clients, adhering to corporate accounts receivable procedures.
- Ensure all abeyance items are completed through the use of follow-up lists.
- Solicit new personal lines business from existing accounts and provide quotations, completing the IBC cost guide where applicable.
- Provide backup for other Personal Lines Brokers as required.
- Adhere to all system procedures and insurance company regulations.
- Assist with special projects at management request.