• Quoted/Remarketed renewal or new business policies through Safeco, Heritage, Liberty Mutual, Aegis, Bolt, Travelers and other carriers .
• Managed and monitored upcoming renewals to ensure timely follow-up, including ordering and maintaining loss runs.
• Handled outbound calls to clients regarding payments, required documents, and policy updates for both renewals and new business, as well as inbound calls to address customer inquiries and provide assistance.
• Proficient in English.
• Experienced in Nexsure, InsuredMine, Wunderite and Loss Run Pro.
• Proficient in sending documents to insureds or potential clients for signature requests via RSign and DocuSign.
