Assist producers and marketers with all aspects of servicing commercial accounts.
Meet client needs and process documentation, including Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In‑House Policies, Invoicing, Finance Contracts, and customer correspondence.
Review and ensure accuracy of policy documentation from insurers before forwarding to clients.
Contact clients for renewal information and answer questions regarding coverages.
Accept and process online quotes, negotiate with insurers on coverage and price, and update client information as changes occur.
Answer account‑related questions or requests from clients, lawyers, and banks.
Provide policy and coverage information to clients upon request or inquiry.
Assist with minimal but regular duties to support the floater position.