Carpinteria, CA30+ days ago
Initiate new business (bind, binders, invoice and bind letter) • Provide TA with binding request, policy number and writing company in order for the TA to process the certs and auto ID cards • Coordinate mail processing and handle all client, company, and Producer requests (receive - coordinate - process) • Handle routine incoming calls in the Producer's absence and answer questions regarding client coverage and limits • Manage all accounting requests and claims (receive - coordinate - process) • Perform policy checking, including preparation and review of the Schedule of Insurance and final audits • Receive, review, and coordinate certificates of insurance and order MVRs as needed • Review the Suspense list and identify required actions for the TA • Follow up with the Producer to ensure the Insurance Coverage Review Checklist is completed timely and inform the Producer of unusual account activity • Train new TAs on policies and procedures. • Participate in Monthly New/Renewal Meetings • Renewal Processing • Create renewal submissions - Coordinate process • Request updated underwriting information • Market/Submit for quotes • Prepare proposals • Initiate Renewal (bind, binders, invoice and bind letter) • New Business Processing • Draft/set-up applications from producer • Market/Submit for quote • Prepare proposal • Request from client a cert holder list to give to TA prior to effective date.