Principal Responsibilities:

• Manage mail in Document Management System (WorkSmart)
• Maintain Client files to company standards
• Handle phone, mail and other administrative support for AE Team
• Set up carrier/client meetings and manage calendars
• Process all policies, manage policy log and checklist policies, as directed
• Process certificates of insurance per contract and/or additional insured requirements
• Process Auto ID cards
• Process Acord Applications
• Invoicing/Billing, as directed
• Prepare Proposal documents and manage Proposal uploads on Surface Pros
• Handle/manage general client requests (property, vehicle, locations, etc.) Including documentation of schedule changes internally, to the insurance carrier and confirmation to client
• Follow up on endorsement and other requests with carrier underwriters, as directed

Other Functions

• Ability to plan schedule and organize workload to meet deadlines established by Supervisor
• Maintain WorkSmart Document Management System Client files to company standards
• Ensure accuracy of account data
• Adheres to company policies, procedures and guidelines
• Other duties, as assigned

Requirements

• Bachelors degree preferred or equivalent work experience
• P&C License (or obtain post hire)