Key Responsibilities and Duties:
Customer Service:
Handle customer inquiries and resolve issues in a professional and timely manner.
Provide information about insurance policies and products.
Assist customers with policy changes and renewals.
Policy Processing:
Process new insurance policies and endorsements.
Update policy information in the system.
Issue policy documents and billing premiums.
Administrative Tasks:
Manage and maintain electronic databases.
Perform data entry and maintenance.
Prepare and submit reports.
Compliance:
Ensure compliance with company policies and procedures.
Adhere to industry regulations and guidelines.
Coordination:
Coordinate with other departments, such as underwriting and claims, to ensure smooth operations.
Collaborate with sales teams to support customer needs.
Other:
May assist in training new staff.
Review, investigate, and rectify rework issues.
Respond to queries from clients, producing offices, or underwriters.
Update payments for policies.