Job Duties:

• Pre-qualify and analyze prospect. Obtain all information needed for quoting
• Enter prospects information through agency comparative rater & carrier quoting systems to determine best rates and fit for the client
• Present quote to client & review coverages
• Solicit other lines of business for account rounding
• If writing policy, obtain signatures, payment information, and any additional required information. 
• Review issued policy for accuracy 
• Forward binder, ID cards, policy or any required document to insured & or mortgagee
• Attach all required documents into client electronic file in agency management system
• Update client file with all required notes and client correspondence
• Process client payments and answer client billing inquiries
• Process loss payee and mortgagee changes on carrier websites
• Take mortgagee calls to confirm premium, coverages & mortgagee clause
• Process endorsements as needed
• Process cancellations
• Send account round emails to clients, call and follow up
• Process claim emails/calls as they come in
• Misc. projects as they come up
• Run renewal report and document premium changes in client file & agency spreadsheet
• Re-shop with carriers if necessary
• If able to find a better coverage for premium, present quotes and go through quoting steps above
• If no better options are found, send appropriate email to client 
• Generates quarterly renewal reports in Excel
• Prepares summaries of insurance, schedules and proposals as needed for account review
• Remarkets renewals, contacts clients, creates renewal proposals and handles other renewal activities (review quotes w/other carriers)
• Creates and sends certificates of insurance for commercial accounts