Job Description:
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Set up new prospects and complete customer data entry according to procedures.
- Process audits, order loss runs, run proposal and generate loss summaries.
- Establish and communicate schedules.
- Open, distribute, scan and route mail.
- Order office supplies (if applicable).
- Show proficiency in utilizing resources and software to generate reports and/or other requested information.
- Invoice premiums related to clients.
- Complete routinely daily, weekly, and monthly reports, as assigned.
- Research and resolve policy discrepancies.
- Monitor real-time call arrival patterns to ensure satisfactory service levels. Keep manuals and carrier information up to date and retain knowledge of carrier and industry changes.
- Retrieve information from carrier websites, as required, and keep our Client Management system appropriately updated.
- Maintain production goals for completing work, while maintaining high quality. Support service and production team in reaching overall agency revenue and retention goals. Maintain up-to-date knowledge of departmental systems, related technology, and policies and procedures.
- Perform other duties, as assigned.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Strong organizational skills
- High school graduate or equivalent
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products.
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