I bring years of experience in Property and Casualty insurance, including 14 months as a Team Leader.
Here are some of the skills I have acquired in the insurance industry.
Clerical Tasks:
• Filing and Document Management
• Data Entry
• System and Records Maintenance
• Communication to Clients
Sending Insured's Document Requests:
• Certificates of Insurance (COIs)
• Evidence of Insurance (EOI)
• Risk Cost Estimate (RCE)
• Loss History Report (LHR)
Policy Management:
• New Business
• Renewals
• Rewrite
• Reinstate
• Cancellations
Filing Document to Agency Management System:
• Policy Documents (Declarations Page, Certificate of Insurance, Endorsements, Cancellation, Evidence of Insurance)
• Billing Documents (Notice of Cancellation, Premium Invoice / Billing Statement, Sweeps Payments)
• Underwriting Documents (Signed Application Form, Property Inspection Report, DIL, VIN, Photographs of the Property or Asset)
Policy, Underwriting and Billing Alerts:
• Mortgage Changes (Additional Interest)
• Underwriting Alerts
• Non-Renewals
• Notice of Cancellations: Non payment and UW reasons
• Policy Changes
• Endorsements
• Renewal Offer
Accounting:
• Obtaining commission statements from different carriers.
I also support the quoting process by requesting missing information from prospect clients, such as DLN, VIN, and DOB.
I cross-check our active policy list (book of business) with our agency management system using Excel formulas to find any active policies with carriers that aren't in our system—especially those from carriers without automated downloads.
Resolved duplicate records in Applied Epic, ensuring clean and accurate client account data.
AND MANY MORE!!
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