Address
Form of workEssential Functions and Responsibilities:
Insurance Policy and Coverage Verification
Responsibility or Duty:
Data Verification and Documentation
Responsibility or Duty:
Workload and Task Management
Responsibility or Duty:
Customer/Client Service
Responsibility or Duty:
- Provide support to the Property and Casualty service and sales teams.
- Respond promptly and accurately to clients' service needs.
- Manage completion of certificates, audits, dividends, and policy review within M3 service standards
- Process policy new and renewal information and enter changes in Epic.
- Provide project assistance to AM's as needed.
Insurance Policy and Coverage Verification
Responsibility or Duty:
- Review new and renewal policies within the Agency Management System (Epic), quotes, and
prior term's policies for accuracy. - Create summaries of insurance to send with policies.
- Review endorsements with Epic and with original request for accuracy.
- Make Account Manager aware of any errors.
- Review client requests for policy changes, research coverage options and premium impact, and
determine recommended policy updates with Account Manager as needed. - Communicate policy changes to underwriters, gather required underwriting information, and
follow up accordingly to ensure completion of endorsement. - Review and analyze contractual insurance requirements against the policy and communicate
discrepancies and possible coverage implications with Account Manager and/or client. - Process cancellations and reinstatements from Carriers.
Data Verification and Documentation
Responsibility or Duty:
- Complete data entry in Epic.
- Ensure data in Epic is accurate.
- Research discrepancies and communicate with Account Manager and client to ensure accurate
data. - Document Epic according to department procedures.
- Scan and attach items to Epic.
Workload and Task Management
Responsibility or Duty:
- Provide assistance to Account Managers and Account Executives as requested.
- Understand agency policy and procedures, customer service standards, and comply with
Employee Manual and Procedure Guide. - Complete projects within established timeframes by managing tasks and communicating
deadlines to underwriters or administrative support as needed. - Provide proper communication with Account Managers on projects.
- Reprioritize workload and problem solve solutions to complete projects effectively and
efficiently. - Actively participate in assigned meetings/committees.
- Maintain skills with continuing education for further development and understanding of
property & casualty insurance. - Review and monitor daily follow-up activities.
Customer/Client Service
Responsibility or Duty:
- Provide client service for assigned books of business, including but not limited to responding to
customer issues regarding policies and accounting/billing. - Order and process customer requests and perform any follow-up work.
- Prepare binders, certificates of insurance, evidence of property forms, auto ID cards,
cancellations, reinstatements and other related insurance forms required by customers. - Create general correspondence to clients and related interests.
- Process special functions as needed by client. These duties may include assisting with premium
breakdowns, loss analysis reports, composite rate analysis, and dividend calculations, and researching coverages with Account Manager. - Communicate coverage and contract implications and discrepancies with clients for certificate
requests and policy changes. - Collaborate and communicate with Account Manager on client requests.
