Billing, Customer Relations, Customer Support/Service, Customer/Client Research, Documentation, Epic Systems, Insurance, Policy Analysis, Policy Development, Sales Management, Sales Support, Time Management, Underwriting
Responsibilities include but are not limited to:
- Responsible for the servicing of a book of Business Insurance clients as assigned by Department Leader.
- Responsible for analysis of policy terms and conditions, preparing detailed coverage comparisons, identifying exposures and making appropriate recommendations to clients.
- Responsible for renewing assigned policies to ensure they are issued in accordance with prescribed procedures, workflows and state departments of insurance. This includes detailed documentation in Applied EPIC management system.
- Collaborate and support Producer and/or Account Executive on clients servicing needs, gathering of underwriting documentation and providing sales support.
- May be primarily responsible for developing and maintaining relationships with assigned clients, in absence of an insurance producer and/or Account Executive.
- Handling of client billings, policy changes, cancellations, and coverage inquiries.
- Reviews policies to ensure accuracy, order correcting endorsements if needed, to avoid and eliminate potential errors and omissions.
- Maintain proper level of communication with clients and carriers to drive retention and meet servicing timelines.