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General Responsibilities:
- Service existing accounts
- Bills, changes, claims, quoting, application, RCT, work with underwriters, review/renew coverages, warm fuzzy calls
- Posting policies in agency management system
- Assist agents in selling new policies
- Continually read and advance your knowledge of the business
- Review/renew coverages for existing accounts
- Know the premium rating procedures for all types of policies
- Policy analysis
- Quoting all lines
- Submit Applications to company
- Submit Claims to company
- Input all data into agency database
- Certificates of insurance and binders of insurance
- Schedule presentation, delivery and renewal appointments for sales agent
General Responsibilities:
- Sell new (personal, commercial, farm, crop) policies
- Service existing accounts
- Bills, changes, claims, quoting, application, RCT, work with underwriters, review/renew coverages, warm fuzzy calls
- Create and maintain a prospect list to be updated weekly
- Continually read and advance your knowledge of the business
- Develop good relationships with companies represented
- Review/renew coverages for existing accounts
- Know the premium rating procedures for all types of policies
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