Primary Function

Assist team members maintain assigned clients. Promote ongoing client loyalty through adherence to ECBM service standards. Provide technical and processing support to clients and team members

• Prepare initial Renewal Survey for account management review as required for renewals.

• Update AMS and other agency systems with renewal information and prepare initial renewal applications for account management review.

• Prepare loss summaries for account management. Assist in ordering any missing loss runs.

• Perform system renewal needs within ECBM standards.

• Review certificate list with client renewal information and delete unnecessary or uncovered certificate holders.

• Provide binding documents, ID cards, filings, account income forms, and other required documentation.

• Provide surplus lines filing support.

• Assist with preparation of allocations, spreadsheets, dummy bills.

• Monitor Flood and Bond renewals

• Notify other departments of client service needs or important policy conditions, including but not limited to accounting, claims, etc.

• Order and review policy changes on assigned clients.

• Participate in Reporter functions as designated

• Process and invoice audits

• Provide back up to Quality Management Team for processing functions for assigned book of business. Adhere to ECBM quality and performance standards in a manner that promotes ongoing client satisfaction.

• Provide rating support to account managers including state fund or assigned risk programs in Workers’ Compensation and Automobile.

• Assist all clients, departments or associates when required to maintain firm’s relationships and good standing.

• Coordinate policy delivery (electronic and/or paper copies) to clients

• Special Projects as assigned by Management.

Qualifications:

• College degree, high school diploma or equivalency required.
• Must have good communication skills, both verbal and written.
• Attention to detail is required as well as ability to process high volume of transactions.
• Property Casualty Agent’s License required within 12 months of starting position.