Account Service:  Receive all correspondence from clients and carriers for policy changes, preparing and issuing binders, certificates of insurance, invoicing, audits, run MVR's, underwriting information, updating Sagitta and ImageRight systems with detail routinely.  Prepare policy binder book for submission to client after quality assurance review.  Delegate requests as appropriate and monitor follow-up.  Personally assist in the resolution of more complex requests in order to assure client that all tasks are handled at a managerial level. Have capabilities to establish/maintain a good business relationship with all clients and company personnel.  At the discretion of the Producer, may be called upon to interact face to face with clients or company personnel.  Make the Producer aware of any negative solutions.  Keep a record of all expiration dates within the book of business and coordinate with the Producer the "plan of action".  Bring to the attention of the Producer any major changes to the account during the year.

Client Information/Requests:   Receive and respond to client requests for information, policy changes, etc.  Assist in obtaining coverage specifics, loss history and other information necessary to prepare company applications/quotes for new and renewal business.

Administrative:  Manage the preparation and delivery of all applications, policies, endorsements and invoices, correspondence, reports, and other miscellaneous transactions.  Insure accuracy and completion of all documents pertaining to the accounts assigned.  Assigns some duties to ASR, as needed.  Interprets policy provisions to ASR, as needed, to assist ASR in effecting changes according to company regulations.

Financial:  Prepares and sends out initial invoices.  If requested from Producers, will re-bill clients as needed. 

Marketing:  Assist Producer in obtaining renewal information from the client and/or carriers.  Assists in the preparation of submissions and applications.  Prepares proposals, presentations and any necessary quote comparisons.  Review applications for completeness and accuracy in preparation for submission to carriers. 

General Team Support:  Keep Producer(s) informed of major changes/problems.  Answer telephone, maintain expiration lists and workflow within the team.  Follow company procedures and provide general assistance to all team members.