Job Summary: Manage the day to day functions of an assigned book of business while providing exceptional customer service to clients.

Duties & Responsibilities:

• Participate in day to day operations of a service team and the assigned book of business.
• Will sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book of business/round out accounts.
• Handle insurance requirements on contract reviews.
• Interact with carriers, underwriters, and clients to provide data and information for decision making.
• Maintain client records within Epic, CSR24, and other 3^rd party vendor software as appropriate, in accordance with standards.
• Ability to take on issues of medium complexity with growing responsibility over time, under supervisory direction.
• May be responsible for specific accounts within the team’s book of business.
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.

*Day to day operations may include but are not limited to:

• • Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required.
  • Answers coverage questions and reviews policy forms.
  • Analyze contractual insurance requirements and analyze client needs.

• High School diploma is required; Bachelor’s degree preferred.

• Three to five years of experience with an in-depth understanding of insurance.

• Must have appropriate state insurance license

• Strong communication skills, both verbal and written required.

• Agency Management System experience (Applied Epic preferred)